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Public Service Enterprise Group

870 hedge funds and large institutions have $21.1B invested in Public Service Enterprise Group in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 339 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

662% more call options, than puts

Call options by funds: $63.3M | Put options by funds: $8.31M

22% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% less funds holding

Funds holding: 872870 (-2)

0.39% less ownership

Funds ownership: 70.61%70.22% (-0.39%)

1% less capital invested

Capital invested by funds: $21.4B → $21.1B (-$282M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
870
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
15.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
66
Increased
339
Reduced
277
Closed
61
Calls
$63.3M
Puts
$8.31M
Net Calls
+$55M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
776
HBC Financial Services
Washington
$32K
RAM
777
Riggs Asset Management
Pennsylvania
$31K
EWM
778
Elmwood Wealth Management
California
$30K
JWM
779
Janiczek Wealth Management
Colorado
$30K +$1.54K +25 +5%
WP
780
WealthShield Partners
North Carolina
$29K -$7.04K -114 -19%
TFO
781
Tarbox Family Office
California
$29K
GRP
782
Global Retirement Partners
California
$28K +$1.36K +22 +5%
CCM
783
Covington Capital Management
California
$27K -$741 -12 -3%
GAM
784
Gemmer Asset Management
California
$26K
SWA
785
SOA Wealth Advisors
New York
$25K
FWM
786
Focused Wealth Management
New York
$25K +$124 +2 +0.5%
CWP
787
Concord Wealth Partners
Virginia
$24K -$741 -12 -3%
FFA
788
Freedman Financial Associates
Massachusetts
$24K
BAM
789
Bellevue Asset Management
Washington
$24K +$124 +2 +0.5%
AIM
790
Anchor Investment Management
South Carolina
$23.9K
CAM
791
Costello Asset Management
Pennsylvania
$23K
GLLW
792
Graves Light Lenhart Wealth
Virginia
$23K
LC
793
Lindbrook Capital
California
$23K
FCB
794
First Command Bank
Texas
$22K -$1.17K -19 -5%
FCFS
795
First Command Financial Services
Texas
$22K -$1.17K -19 -5%
EARNEST Partners
796
EARNEST Partners
Georgia
$22K
BWM
797
Baystate Wealth Management
Massachusetts
$21K +$185 +3 +0.9%
TFIPS
798
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.1K
BWP
799
Baldwin Wealth Partners
Massachusetts
$19K
HCM
800
Highlander Capital Management
New Jersey
$19K

PEG Hedge Fund Activity: Q2 2021 in Review

870 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2021, worth a combined $21.1B — down 1.3% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PEG positions and 61 closed out — a net gain of 5 holders — while 339 added to existing stakes and 277 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $164M. The largest seller was T. Rowe Price Associates, cutting an estimated $423M.

  • 870 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2021, down from 872 in Q1 2021.
  • Funds reported $21.1B of Public Service Enterprise Group stock for Q2 2021, down 1.3% quarter-over-quarter.
  • 66 funds opened new Public Service Enterprise Group positions in Q2 2021 and 61 closed out, a net change of +5 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2021 was Capital Research Global Investors, an estimated $164M added.
  • The largest Public Service Enterprise Group seller in Q2 2021 was T. Rowe Price Associates, an estimated $423M sold.

Based on aggregated 13F filings for Q2 2021.