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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$21.3M -$634K -10,891 -3%
ACI
102
AMP Capital Investors
Australia
$21.1M -$1.33M -22,797 -6%
VLKIM
103
Van Lanschot Kempen Investment Management
Netherlands
$21.1M +$2.14M +36,758 +11%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$20.7M -$1.88M -32,230 -8%
BG
105
Bollard Group
Massachusetts
$19.8M -$126K -2,160 -0.6%
DekaBank Deutsche Girozentrale
106
DekaBank Deutsche Girozentrale
Germany
$19.5M -$1.26M -21,639 -6%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$18.4M -$936K -16,085 -5%
QI
108
QS Investors
New York
$18.2M -$1.44M -24,678 -7%
Asset Management One
109
Asset Management One
Japan
$17.9M -$2.19M -37,543 -11%
ECM
110
ExodusPoint Capital Management
New York
$17.6M +$859K +14,759 +5%
MWNA
111
Marshall Wace North America
New York
$16.8M +$16.8M +289,000 New
BCM
112
Bridgeway Capital Management
Texas
$16.4M -$4.87M -83,600 -23%
WCM
113
Wedge Capital Management
North Carolina
$15.7M -$2.52M -43,248 -14%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4M +$2.42M +41,578 +19%
GF
115
Gabelli Funds
New York
$15.4M
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$15.4M +$1.47M +25,282 +11%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$15M +$209K +3,598 +1%
GHA
118
GW Henssler & Associates
Georgia
$14.9M -$4.37K -75 -0%
GC
119
Guggenheim Capital
Illinois
$14.6M -$311K -5,335 -2%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$14.4M +$307K +5,271 +2%
HAI
121
Hennessy Advisors Inc
California
$14.4M -$2.86M -49,200 -17%
LPL Financial
122
LPL Financial
California
$14.3M +$513K +8,819 +4%
Truist Financial
123
Truist Financial
North Carolina
$14.2M -$3.64M -62,475 -20%
Stifel Financial
124
Stifel Financial
Missouri
$13.9M -$195K -3,347 -1%
PI
125
Putnam Investments
Massachusetts
$13.7M -$328K -5,637 -2%

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.