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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
EW
826
Evoke Wealth
California
$11K -$185 -3 -2%
BC
827
Barnett & Company
Tennessee
$11K
PO
828
Private Ocean
California
$11K
RIM
829
Rockbridge Investment Management
New York
$11K
SOW
830
State of Wyoming
Wyoming
$11K +$10.9K +176 New
FPS
831
Fieldpoint Private Securities
Connecticut
$8K
RDWM
832
Red Door Wealth Management
Tennessee
$8K +$8.53K +138 New
BHWM
833
Bay Harbor Wealth Management
Maryland
$7K -$11.6K -188 -61%
COCM
834
Charter Oak Capital Management
New Hampshire
$7K
GTAM
835
Global Trust Asset Management
Florida
$7K
PB
836
Pinnacle Bancorp
Nebraska
$7K
WWM
837
Wolff Wiese Magana
California
$7K
ETC
838
Exchange Traded Concepts
Oklahoma
$7K +$7.23K +117 New
VCM
839
Versant Capital Management
Arizona
$6K -$4.82K -78 -45%
HFA
840
HC Financial Advisors
California
$6K
AA
841
Ancora Advisors
Ohio
$6K +$5.07K +82 +328%
SB
842
Strategic Blueprint
Georgia
$6K +$5.81K +94 New
FI
843
FormulaFolio Investments
Michigan
$6K +$6.3K +102 New
Nisa Investment Advisors
844
Nisa Investment Advisors
Missouri
$5.76K -$390K -6,315 -6%
MFT
845
Moisand Fitzgerald Tamayo
Florida
$5K
OC
846
Oakworth Capital
Alabama
$5K
Walleye Capital
847
Walleye Capital
New York
$4.19K +$3M +48,502 +225%
PWMG
848
Prestige Wealth Management Group
New Jersey
$4K -$948K -15,347 -100%
DAM
849
Delta Asset Management
Tennessee
$4K
IPW
850
IronBridge Private Wealth
Texas
$4K

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.