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Public Service Enterprise Group

930 hedge funds and large institutions have $22.2B invested in Public Service Enterprise Group in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 370 increasing their positions, 289 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more call options, than puts

Call options by funds: $71.4M | Put options by funds: $12M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 289

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% less capital invested

Capital invested by funds: $22.3B → $22.2B (-$98.2M)

0.64% less ownership

Funds ownership: 71.96%71.32% (-0.64%)

1% less funds holding

Funds holding: 943930 (-13)

Holders
930
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
87
Increased
370
Reduced
289
Closed
78
Calls
$71.4M
Puts
$12M
Net Calls
+$59.3M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Storebrand Asset Management
Norway
$2.94M +$87.1K +1,438 +3%
GT
252
Glenmede Trust
Pennsylvania
$2.9M -$542K -8,951 -16%
FMWA
253
Forvis Mazars Wealth Advisors
Missouri
$2.89M +$60K +991 +2%
BEI
254
Benjamin Edwards Inc
Missouri
$2.87M +$2.45M +40,439 +741%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$2.86M +$183K +3,029 +7%
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$2.85M +$60.7K +1,002 +2%
SFA
257
Souders Financial Advisors
Ohio
$2.84M +$2.76M +45,505 New
RWM
258
Rench Wealth Management
Texas
$2.82M -$95.6K -1,579 -3%
BCIM
259
British Columbia Investment Management
British Columbia, Canada
$2.78M +$19.9K +328 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
260
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.77M -$279K -4,600 -9%
US Bancorp
261
US Bancorp
Minnesota
$2.76M -$93.9K -1,551 -3%
CB
262
Commerce Bank
Missouri
$2.76M +$145K +2,399 +6%
AT
263
Arvest Trust
Oklahoma
$2.73M +$573K +9,458 +28%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$2.7M +$248K +4,091 +10%
SWA
265
SFMG Wealth Advisors
Texas
$2.69M +$106K +1,744 +4%
JGUA
266
John G. Ullman & Associates
New York
$2.69M -$6.06K -100 -0.2%
CT
267
Chicago Trust
Illinois
$2.69M -$160K -2,635 -6%
EFMC
268
Empire Financial Management Company
New York
$2.69M +$2.61M +43,042 New
AMG
269
Advisors Management Group
Wisconsin
$2.69M +$29.4K +486 +1%
CAN
270
Cetera Advisor Networks
California
$2.67M -$39.5K -652 -2%
PP
271
Prudential plc
United Kingdom
$2.65M -$71.2K -1,176 -3%
HIMCH
272
Hartford Investment Management Co (HIMCO)
Connecticut
$2.63M +$368K +6,071 +17%
KAS
273
Kestra Advisory Services
Texas
$2.61M -$257K -4,239 -9%
BRWA
274
B. Riley Wealth Advisors
Florida
$2.6M +$723K +11,939 +40%
SAM
275
Securian Asset Management
Minnesota
$2.57M +$12.8K +212 +0.5%

PEG Hedge Fund Activity: Q1 2023 in Review

930 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2023, worth a combined $22.2B — down 0.44% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PEG positions and 78 closed out — a net gain of 9 holders — while 370 added to existing stakes and 289 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $276M sold.

  • 930 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2023, down from 943 in Q4 2022.
  • Funds reported $22.2B of Public Service Enterprise Group stock for Q1 2023, down 0.44% quarter-over-quarter.
  • 87 funds opened new Public Service Enterprise Group positions in Q1 2023 and 78 closed out, a net change of +9 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2023 was JP Morgan Chase, an estimated $220M added.
  • The largest Public Service Enterprise Group seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $276M sold.

Based on aggregated 13F filings for Q1 2023.