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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
ACI
901
Alpha Cubed Investments
California
-$210K -3,488 Closed
RWA
902
River Wealth Advisors
Pennsylvania
-$200K -3,324 Closed
IAIM
903
International Assets Investment Management
Florida
-$178K -2,998 Closed
SWP
904
ShoreHaven Wealth Partners
New Jersey
-$163K -2,704 Closed
PCIA
905
Prime Capital Investment Advisors
Kansas
-$76K -1,267 Closed
BCMIO
906
Beacon Capital Management Inc (Ohio)
Ohio
-$37K -607 Closed
Simplex Trading
907
Simplex Trading
Illinois
-$34.4K -556 Closed
TCWM
908
Total Clarity Wealth Management
Illinois
-$30K -500 Closed
VBCG
909
Valley Brook Capital Group
Pennsylvania
-$30K -500 Closed
KC
910
Kepos Capital
New York
-$28K -472 Closed
ACM
911
Allred Capital Management
Texas
-$27.3K -453 Closed
FP
912
Fiduciary Planning
Florida
-$23K -390 Closed
SLF
913
Sun Life Financial
Ontario, Canada
-$18K -300 Closed
TC
914
Truvestments Capital
Florida
-$16K -264 Closed
BC
915
Bartlett & Co
Ohio
-$15K -250 Closed
BCWM
916
Bartlett & Co Wealth Management
Ohio
-$15.1K -250 Closed
VFA
917
Valeo Financial Advisors
Indiana
-$11K -182 Closed
RCA
918
Ranch Capital Advisors
Florida
-$9K -166 Closed
TAIM
919
TD Ameritrade Investment Management
Nebraska
-$8K -145 Closed
BFEC
920
Benjamin F. Edwards & Company
Missouri
-$6K -104 Closed
SCA
921
Stuart Chaussee & Associates
California
-$5K -91 Closed
WAP
922
Wealthcare Advisory Partners
Pennsylvania
-$4K -69 Closed
MLFP
923
MPS Loria Financial Planners
Illinois
-$2K -44 Closed
DWP
924
Destiny Wealth Partners
Florida
-$2K -37 Closed
APWM
925
Atlas Private Wealth Management
New York
-$2K -33 Closed

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.