We are live on ! Find out more
PEG icon

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
JPLA
826
Joseph P. Lucia & Associates
New York
$17K +$17.5K +300 New
TFGT
827
TS Financial Group (TSFG)
Illinois
$16K
BC
828
Bartlett & Co
Ohio
$15K
FMP
829
Financial Management Professionals
Texas
$15K
JWA
830
JFS Wealth Advisors
Pennsylvania
$15K
TC
831
Truvestments Capital
Florida
$15K
BCWM
832
Bartlett & Co Wealth Management
Ohio
$14.6K
SIS
833
Sound Income Strategies
Florida
$14K
ACA
834
Atlas Capital Advisors
Wyoming
$13.3K +$13.3K +228 New
CCC
835
Crescent Capital Consulting
Louisiana
$13K +$12.6K +216 New
FP
836
Financial Perspectives
Minnesota
$12.2K
EAM
837
Eukles Asset Management
Ohio
$12K
BC
838
Barnett & Company
Tennessee
$11K
EW
839
Evoke Wealth
California
$11K +$5.88K +101 +113%
SWA
840
Sutton Wealth Advisors
Florida
$10.7K
PO
841
Private Ocean
California
$10K
RCA
842
Ranch Capital Advisors
Florida
$10K
RIM
843
Rockbridge Investment Management
New York
$10K
VCM
844
Versant Capital Management
Arizona
$10K
SFG
845
Sowa Financial Group
Rhode Island
$10K +$9.9K +170 New
AIG
846
American International Group
New York
$9.36K -$346K -5,948 -4%
VFA
847
Valeo Financial Advisors
Indiana
$9K -$22.5K -387 -72%
CWA
848
Clearview Wealth Advisors
Oregon
$9K +$8.5K +146 New
TAIM
849
TD Ameritrade Investment Management
Nebraska
$8K -$10.3K -177 -55%
FWM
850
Filbrandt Wealth Management
Wisconsin
$8K

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.