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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
Nisa Investment Advisors
851
Nisa Investment Advisors
Missouri
$6.42K +$562K +9,000 +9%
HFA
852
HC Financial Advisors
California
$6K
Optiver Holding
853
Optiver Holding
Netherlands
$6K +$6K +96 New
RTL
854
Red Tortoise LLC
Georgia
$6K +$6.18K +99 New
BA
855
Bellwether Advisors
Nebraska
$6K +$6.74K +108 New
MFT
856
Moisand Fitzgerald Tamayo
Florida
$5K
OC
857
Oakworth Capital
Alabama
$5K
WWMSC
858
Wagner Wealth Management (South Carolina)
South Carolina
$5K
AA
859
Ancora Advisors
Ohio
$4K -$2.81K -45 -42%
VCM
860
Versant Capital Management
Arizona
$4K -$1.87K -30 -32%
DAM
861
Delta Asset Management
Tennessee
$4K
IPW
862
IronBridge Private Wealth
Texas
$4K
LCM
863
Logan Capital Management
Pennsylvania
$4K
OAJ
864
Ogorek Anthony Joseph
New York
$4K
SIM
865
Sonora Investment Management
Arizona
$4K
EWA
866
Evolution Wealth Advisors
Florida
$3K
CAC
867
Certified Advisory Corp
Florida
$2K +$1.87K +30 New
GFPC
868
Global Financial Private Client
Florida
$1.94K
BHWM
869
Bay Harbor Wealth Management
Maryland
$1K -$6.12K -98 -82%
AFG
870
Albion Financial Group
Utah
$1K
CAGAS
871
Capital Advisory Group Advisory Services
Minnesota
$1K
CFD
872
Creative Financial Designs
Indiana
$1K
Jones Financial Companies
873
Jones Financial Companies
Missouri
$1K
LFG
874
Larson Financial Group
Missouri
$1K
TFM
875
TFC Financial Management
Massachusetts
$1K

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.