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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
CA
851
Clearstead Advisors
Ohio
$8K +$8.33K +143 New
PB
852
Pinnacle Bancorp
Nebraska
$7K
JWM
853
Janiczek Wealth Management
Colorado
$7K +$2.33K +40 +54%
FPS
854
Fieldpoint Private Securities
Connecticut
$7K +$7.28K +125 New
COCM
855
Charter Oak Capital Management
New Hampshire
$7K +$10.8K +186 New
BFEC
856
Benjamin F. Edwards & Company
Missouri
$6K -$26.2K -450 -81%
HFA
857
HC Financial Advisors
California
$6K
VRM
858
Vectors Research Management
New York
$6K +$58 +1 +1%
WWM
859
Wolff Wiese Magana
California
$6K +$6.35K +109 New
TWA
860
TCI Wealth Advisors
Arizona
$5K -$524 -9 -10%
FCB
861
First Command Bank
Texas
$5K
FCFS
862
First Command Financial Services
Texas
$5K
OC
863
Oakworth Capital
Alabama
$5K
DAM
864
Delta Asset Management
Tennessee
$4K
MFT
865
Moisand Fitzgerald Tamayo
Florida
$4K
OAJ
866
Ogorek Anthony Joseph
New York
$4K
FWM
867
ForthRight Wealth Management
Georgia
$4K +$3.9K +67 New
Jones Financial Companies
868
Jones Financial Companies
Missouri
$4K +$4.31K +74 New
CWM
869
Curi Wealth Management
North Carolina
$4K +$4.95K +85 New
CWC
870
Carolinas Wealth Consulting
North Carolina
$3K -$1.69K -29 -38%
EWA
871
Evolution Wealth Advisors
Florida
$3K
SIM
872
Sonora Investment Management
Arizona
$3K
WPA
873
West Paces Advisors
Georgia
$2.97K
DWP
874
Destiny Wealth Partners
Florida
$2K +$2.15K +37 New
MLFP
875
MPS Loria Financial Planners
Illinois
$2K +$2.56K +44 New

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.