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Public Service Enterprise Group

890 hedge funds and large institutions have $20.6B invested in Public Service Enterprise Group in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 266 increasing their positions, 329 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $11.1M

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

6% more funds holding

Funds holding: 839890 (+51)

6% more capital invested

Capital invested by funds: $19.5B → $20.6B (+$1.11B)

0.4% less ownership

Funds ownership: 70.17%69.77% (-0.4%)

19% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 329

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
890
Holders Change
+51
Holders Change %
+6.08%
% of All Funds
15.75%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
128
Increased
266
Reduced
329
Closed
60
Calls
$73.9M
Puts
$11.1M
Net Calls
+$62.8M
Net Calls Change
+$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$25K +$25K +430 New
PFO
802
Pathstone Family Office
New Jersey
$24K +$4.25K +73 +21%
CWP
803
Concord Wealth Partners
Virginia
$24K +$23.8K +409 New
ICP
804
Interchange Capital Partners
Pennsylvania
$24K +$24.2K +416 New
AIM
805
Anchor Investment Management
South Carolina
$23.3K
CAM
806
Costello Asset Management
Pennsylvania
$23K
BAM
807
Bellevue Asset Management
Washington
$23K +$58 +1 +0.3%
GLLW
808
Graves Light Lenhart Wealth
Virginia
$23K +$22.6K +389 New
FP
809
Fiduciary Planning
Florida
$23K +$22.7K +390 New
FFA
810
Freedman Financial Associates
Massachusetts
$23K +$23.3K +400 New
EARNEST Partners
811
EARNEST Partners
Georgia
$22K
LC
812
Lindbrook Capital
California
$22K +$175 +3 +0.8%
CIA
813
CSat Investment Advisory
Michigan
$21K -$90.9K -1,562 -81%
D
814
Diversified
Delaware
$21K +$21.8K +374 New
HCM
815
Highlander Capital Management
New Jersey
$19K
BWM
816
Baystate Wealth Management
Massachusetts
$19K +$116 +2 +0.6%
CCA
817
Childress Capital Advisors
Texas
$19K +$18.6K +319 New
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.7K +$18.6K +320 New
IFAM
819
Institutional & Family Asset Management
Colorado
$18K -$408 -7 -2%
BWP
820
Baldwin Wealth Partners
Massachusetts
$18K
PCFFS
821
Pacific Center for Financial Services
California
$18K
RWA
822
Ropes Wealth Advisors
Massachusetts
$18K +$175 +3 +1%
SLF
823
Sun Life Financial
Ontario, Canada
$17K -$116 -2 -0.7%
SIAP
824
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
WB
825
Webster Bank
Connecticut
$17K

PEG Hedge Fund Activity: Q4 2020 in Review

890 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2020, worth a combined $20.6B — up 5.7% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PEG positions and 60 closed out — a net gain of 68 holders — while 266 added to existing stakes and 329 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $994M. The largest seller was Capital World Investors, cutting an estimated $365M.

  • 890 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2020, up from 839 in Q3 2020.
  • Funds reported $20.6B of Public Service Enterprise Group stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 128 funds opened new Public Service Enterprise Group positions in Q4 2020 and 60 closed out, a net change of +68 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2020 was T. Rowe Price Associates, an estimated $994M added.
  • The largest Public Service Enterprise Group seller in Q4 2020 was Capital World Investors, an estimated $365M sold.

Based on aggregated 13F filings for Q4 2020.