Which funds own PEG
Public SVC Enterprise Group in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $1.2bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $1.2bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 2
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $870m | 0.1% | 10,718,961 | +$14m+148,411 | Added |
| MFS Investment Management Long-only · $315bn book | $361m | 0.1% | 4,442,143 | +$1.9m+12,451 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- ExodusPoint Capital Management LP · Multi-strategy$23m held before
- Bridgewater Associates LP · Macro$4.6m held before
Ownership through time
At least 16 of the 95 managers whose filings are on file listed PEG in Q2 2026, against 9 in Q2 2013. 1 manager more than in Q1 2026: 1 started a position; 6 listed it again; 1 sold out, by its own filing; 5 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 9
- Q3 2013: 7
- Q4 2013: 8
- Q1 2014: 8
- Q2 2014: 9
- Q3 2014: 8
- Q4 2014: 14
- Q1 2015: 9
- Q2 2015: 7
- Q3 2015: 7
- Q4 2015: 9
- Q1 2016: 8
- Q2 2016: 10
- Q3 2016: 8
- Q4 2016: 10
- Q1 2017: 14
- Q2 2017: 13
- Q3 2017: 14
- Q4 2017: 11
- Q1 2018: 12
- Q2 2018: 14
- Q3 2018: 13
- Q4 2018: 21
- Q1 2019: 19
- Q2 2019: 20
- Q3 2019: 18
- Q4 2019: 22
- Q1 2020: 21
- Q2 2020: 15
- Q3 2020: 11
- Q4 2020: 12
- Q1 2021: 11
- Q2 2021: 13
- Q3 2021: 12
- Q4 2021: 14
- Q1 2022: 17
- Q2 2022: 14
- Q3 2022: 20
- Q4 2022: 15
- Q1 2023: 13
- Q2 2023: 10
- Q3 2023: 6
- Q4 2023: 9
- Q1 2024: 10
- Q2 2024: 12
- Q3 2024: 14
- Q4 2024: 10
- Q1 2025: 10
- Q2 2025: 8
- Q3 2025: 9
- Q4 2025: 12
- Q1 2026: 15
- Q2 2026: 16
- Q2 2013: $949m
- Q3 2013: $941m
- Q4 2013: $575m
- Q1 2014: $631m
- Q2 2014: $520m
- Q3 2014: $386m
- Q4 2014: $618m
- Q1 2015: $639m
- Q2 2015: $594m
- Q3 2015: $727m
- Q4 2015: $662m
- Q1 2016: $776m
- Q2 2016: $833m
- Q3 2016: $771m
- Q4 2016: $947m
- Q1 2017: $825m
- Q2 2017: $1.1bn
- Q3 2017: $1.4bn
- Q4 2017: $2.4bn
- Q1 2018: $2.2bn
- Q2 2018: $2.6bn
- Q3 2018: $2.5bn
- Q4 2018: $3.4bn
- Q1 2019: $4.3bn
- Q2 2019: $4.3bn
- Q3 2019: $5.1bn
- Q4 2019: $4.1bn
- Q1 2020: $2.5bn
- Q2 2020: $2.4bn
- Q3 2020: $2.8bn
- Q4 2020: $3.2bn
- Q1 2021: $3.7bn
- Q2 2021: $3.3bn
- Q3 2021: $3.6bn
- Q4 2021: $4.4bn
- Q1 2022: $4.3bn
- Q2 2022: $3.6bn
- Q3 2022: $3.4bn
- Q4 2022: $2.4bn
- Q1 2023: $2.4bn
- Q2 2023: $2.0bn
- Q3 2023: $1.6bn
- Q4 2023: $1.6bn
- Q1 2024: $2.1bn
- Q2 2024: $2.0bn
- Q3 2024: $2.7bn
- Q4 2024: $2.0bn
- Q1 2025: $2.0bn
- Q2 2025: $2.5bn
- Q3 2025: $2.4bn
- Q4 2025: $2.1bn
- Q1 2026: $2.5bn
- Q2 2026: $2.8bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Point72 Asset Management LPnew: 966,343 shares+$78m
- Invesco Ltd7,288,782 to 7,567,343 shares+$23m
- Capital Research Global Investors10,570,550 to 10,718,961 shares+$12m
- Acadian Asset Management LLC222,537 to 348,160 shares+$10m
- MFS Investment Management4,429,692 to 4,442,143 shares+$1.0m
Largest decreases, by shares
- Capital World Investors5,286,331 to 1,750,000 shares-$287m
- Voloridge Investment Management LLC317,996 to 220,205 shares-$7.9m
- Tudor Investment Corp476,502 to 381,172 shares-$7.7m
- Holocene Advisors LP132,835 to 132,587 shares-$20k
Left it
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital Research Global Investors | Q2 2013 | $1.8bn | $870m | |
| Invesco Ltd | Q2 2013 | $614m | $614m | |
| MFS Investment Management | Q2 2013 | $387m | $361m | |
| Citadel Advisors LLC | Q3 2017 | $359m | $359m | |
| AQR Capital Management LLC | Q2 2013 | $476m | $232m | |
| Capital World Investors | Q4 2017 | $2.5bn | $142m | |
| Point72 Asset Management LP | Q4 2018 | $256m | $78m | |
| Renaissance Technologies LLC | Q2 2013 | $106m | $49m | |
| Balyasny Asset Management LLC | Q4 2015 | $162m | $42m | |
| Tudor Investment Corp | Q2 2013 | $39m | $31m | |
| Acadian Asset Management LLC | Q3 2013 | $28m | $28m | |
| Voloridge Investment Management LLC | Q2 2016 | $50m | $18m | |
| Holocene Advisors LP | Q4 2018 | $11m | $11m | |
| Schonfeld Strategic Advisors LLC | Q1 2017 | $30m | $9.3m | |
| Caxton Associates LLP | Q1 2017 | $8.8m | $1.4m | |
| T. Rowe Price Associates Inc | Q3 2020 | $1.8bn | last listed Q1 2022 | |
| Fidelity (FMR LLC) | Q4 2017 | $482m | last listed Q3 2024 | |
| Millennium Management LLC | Q4 2014 | $250m | last listed Q3 2025 | |
| Neuberger Berman Group LLC | Q4 2023 | $226m | last listed Q3 2025 | |
| Two Sigma Investments LP | Q4 2013 | $155m | last listed Q1 2023 | |
| Two Sigma Advisers LP | Q1 2015 | $154m | last listed Q1 2025 | |
| Janus Henderson Group Ltd | Q2 2013 | $136m | last listed Q4 2019 | |
| D. E. Shaw & Co. | Q4 2019 | $122m | last listed Q2 2020 | |
| Marshall Wace LLP | Q4 2014 | $88m | last listed Q1 2026 | |
| Man Group PLC | Q1 2018 | $66m | last listed Q1 2026 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Soros Fund Management LLC · puts$20m notional
What PEG is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around PEG →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.