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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
BlackRock
1
BlackRock
New York
$3.09B -$45.3M -725,764 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.6B +$7.71M +123,446 +0.3%
State Street
3
State Street
Massachusetts
$1.71B +$134M +2,138,089 +8%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.34B -$83.5M -1,337,052 -6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.12B +$168M +2,696,215 +17%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$577M +$32.9M +526,410 +6%
Capital World Investors
7
Capital World Investors
California
$505M -$1.29M -20,675 -0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$468M -$34.4M -550,106 -7%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$429M -$4.64M -74,279 -1%
Legal & General Group
10
Legal & General Group
United Kingdom
$368M +$7.36M +117,894 +2%
Northern Trust
11
Northern Trust
Illinois
$368M +$9.37M +150,007 +3%
Invesco
12
Invesco
Georgia
$281M +$119M +1,909,054 +71%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$280M +$116M +1,856,945 +68%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$258M -$8.02M -128,446 -3%
Bank of America
15
Bank of America
North Carolina
$250M -$4.86M -77,842 -2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$246M +$2.83M +45,259 +1%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$238M +$1.69M +27,140 +0.7%
ClearBridge Investments
18
ClearBridge Investments
New York
$238M +$5.56M +88,964 +2%
CIA
19
ClearBridge Investments (Australia)
Australia
$234M +$20.3M +325,715 +9%
PAMS
20
Pictet Asset Management (Switzerland)
Switzerland
$228M +$233M +3,736,756 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$158M -$1.4M -22,373 -0.9%
Cohen & Steers
22
Cohen & Steers
New York
$156M -$7.89M -126,370 -5%
Jennison Associates
23
Jennison Associates
New York
$151M +$25.2M +403,074 +19%
Charles Schwab
24
Charles Schwab
California
$151M +$2.1M +33,581 +1%
DPIM
25
Duff & Phelps Investment Management
Illinois
$149M +$2.72M +43,635 +2%

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.