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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
Holocene Advisors
276
Holocene Advisors
New York
$2.56M -$5.02M -82,848 -67%
KCFA
277
Key Client Fiduciary Advisors
New Jersey
$2.55M +$60.7K +1,002 +3%
TIA
278
Traphagen Investment Advisors
New Jersey
$2.54M +$13.4K +222 +0.5%
Wealthfront Advisers
279
Wealthfront Advisers
California
$2.52M +$275K +4,532 +13%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$2.48M +$30.4K +502 +1%
LA
281
LBP AM
France
$2.47M -$109K -1,796 -4%
KRS
282
Kentucky Retirement Systems
Kentucky
$2.46M +$13.9K +230 +0.6%
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$2.46M +$42.6K +703 +2%
M&T Bank
284
M&T Bank
New York
$2.46M +$320K +5,291 +16%
SPIA
285
Steward Partners Investment Advisory
New York
$2.44M +$85.5K +1,412 +4%
FB
286
Fulton Bank
Pennsylvania
$2.44M +$73K +1,206 +3%
OPERF
287
Oregon Public Employees Retirement Fund
Oregon
$2.41M +$19.6K +323 +0.8%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$2.4M +$107K +1,769 +5%
MHI
289
Miller Howard Investments
New York
$2.37M +$69.4K +1,145 +3%
AI
290
Atria Investments
North Carolina
$2.36M +$92.5K +1,527 +4%
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
$2.34M -$389K -6,429 -15%
LSV Asset Management
292
LSV Asset Management
Illinois
$2.33M -$1.1M -18,100 -33%
ASN
293
Advisory Services Network
Georgia
$2.3M -$74.1K -1,224 -3%
Rafferty Asset Management
294
Rafferty Asset Management
New York
$2.29M +$248K +4,087 +13%
SWA
295
Stratos Wealth Advisors
Ohio
$2.28M +$19.3K +318 +0.9%
JMPWA
296
JP Morgan Private Wealth Advisors
California
$2.26M +$62.1K +1,026 +3%
KPWS
297
Kestra Private Wealth Services
Texas
$2.22M +$433K +7,156 +25%
OSNBOA
298
Old Second National Bank of Aurora
Illinois
$2.2M -$106K -1,753 -5%
EMPI
299
Elo Mutual Pension Insurance
Finland
$2.2M -$207K -3,422 -9%
SG Americas Securities
300
SG Americas Securities
New York
$2.15M +$611K +10,082 +42%

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.