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Public Service Enterprise Group

881 hedge funds and large institutions have $21.8B invested in Public Service Enterprise Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $10.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

13% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 288

1% more funds holding

Funds holding: 870881 (+11)

3% more capital invested

Capital invested by funds: $21.1B → $21.8B (+$638M)

0.58% more ownership

Funds ownership: 70.22%70.81% (+0.58%)

Holders
881
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
15.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
77
Increased
324
Reduced
288
Closed
57
Calls
$59.5M
Puts
$10.5M
Net Calls
+$49M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$26K
FWM
802
Focused Wealth Management
New York
$26K +$125 +2 +0.5%
BAM
803
Bellevue Asset Management
Washington
$25K
BWM
804
Baystate Wealth Management
Massachusetts
$25K +$3.62K +58 +17%
CWP
805
Concord Wealth Partners
Virginia
$24K
CAM
806
Costello Asset Management
Pennsylvania
$24K
FFA
807
Freedman Financial Associates
Massachusetts
$24K
GLLW
808
Graves Light Lenhart Wealth
Virginia
$24K +$62 +1 +0.3%
EARNEST Partners
809
EARNEST Partners
Georgia
$23K
LC
810
Lindbrook Capital
California
$23K
KIG
811
Kowal Investment Group
Wisconsin
$22K +$22.5K +360 New
NIM
812
NuWave Investment Management
New Jersey
$21K -$162K -2,599 -88%
CA
813
Clearstead Advisors
Ohio
$21K +$4.93K +79 +29%
FCB
814
First Command Bank
Texas
$20K -$1.25K -20 -6%
FCFS
815
First Command Financial Services
Texas
$20K -$1.25K -20 -6%
TFIPS
816
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.5K
BWP
817
Baldwin Wealth Partners
Massachusetts
$19K
IFAM
818
Institutional & Family Asset Management
Colorado
$19K
PCFFS
819
Pacific Center for Financial Services
California
$19K
MIFH
820
Migdal Insurance & Financial Holdings
Israel
$19K +$62.4K +1,000 New
JPLA
821
Joseph P. Lucia & Associates
New York
$18K
KFAA
822
Klaas Financial Asset Advisors
Illinois
$18K +$187 +3 +1%
TWA
823
TCI Wealth Advisors
Arizona
$18K +$5.25K +84 +40%
SC
824
SouthState Corp
Florida
$18K +$18.5K +296 New
TAIM
825
TD Ameritrade Investment Management
Nebraska
$18K +$20.1K +322 New

PEG Hedge Fund Activity: Q3 2021 in Review

881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2021, worth a combined $21.8B — up 3% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 57 closed out — a net gain of 20 holders — while 324 added to existing stakes and 288 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Franklin Resources, cutting an estimated $132M.

  • 881 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2021, up from 870 in Q2 2021.
  • Funds reported $21.8B of Public Service Enterprise Group stock for Q3 2021, up 3% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q3 2021 and 57 closed out, a net change of +20 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2021 was Capital Research Global Investors, an estimated $168M added.
  • The largest Public Service Enterprise Group seller in Q3 2021 was Franklin Resources, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2021.