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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
IFAM
801
Institutional & Family Asset Management
Colorado
$19K
PCFFS
802
Pacific Center for Financial Services
California
$19K
KC
803
Knuff & Co
California
$18K -$17.5K -283 -49%
FHC
804
First Horizon Corporation
Tennessee
$18K
JPLA
805
Joseph P. Lucia & Associates
New York
$18K
SIAP
806
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
KFAA
807
Klaas Financial Asset Advisors
Illinois
$18K +$124 +2 +0.7%
TFGT
808
TS Financial Group (TSFG)
Illinois
$17K +$680 +11 +4%
SL
809
Savior LLC
Massachusetts
$16K -$9.33K -151 -36%
CA
810
Clearstead Advisors
Ohio
$16K +$1.67K +27 +11%
FMP
811
Financial Management Professionals
Texas
$15K
JWA
812
JFS Wealth Advisors
Pennsylvania
$15K
RA
813
Resolute Advisors
California
$14K
SIS
814
Sound Income Strategies
Florida
$14K
CWA
815
Clearview Wealth Advisors
Oregon
$14K +$62 +1 +0.4%
CCC
816
Crescent Capital Consulting
Louisiana
$13K
TWA
817
TCI Wealth Advisors
Arizona
$13K +$556 +9 +4%
FP
818
Financial Perspectives
Minnesota
$12.5K -$765K -12,375 -98%
EAM
819
Eukles Asset Management
Ohio
$12K
PWM
820
Prentice Wealth Management
New York
$12K
SWM
821
Selective Wealth Management
Virginia
$12K
CFO
822
CVA Family Office
Colorado
$12K +$6.05K +98 +98%
PSIWM
823
Paradigm Strategies in Wealth Management
Minnesota
$12K +$12.4K +200 New
SWA
824
Sutton Wealth Advisors
Florida
$11.6K
AIG
825
American International Group
New York
$11.5K -$183K -2,962 -2%

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.