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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
NB
301
Norinchukin Bank
Japan
$2.12M +$58.3K +962 +3%
NCM
302
Neumann Capital Management
California
$2.08M +$42.4K +700 +2%
SWP
303
Strategic Wealth Partners
Ohio
$2.08M -$158K -2,608 -7%
PCA
304
Peddock Capital Advisors
Massachusetts
$2.08M +$64.9K +1,072 +3%
BOSSRA
305
B.O.S.S. Retirement Advisors
Utah
$2.06M +$297K +4,899 +17%
KBC Group
306
KBC Group
Belgium
$2.06M +$74.7K +1,234 +4%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$2.05M -$219K -3,614 -10%
LSERS
308
Louisiana State Employees Retirement System
Louisiana
$2.02M +$12.1K +200 +0.6%
CB
309
Cadence Bank
Mississippi
$1.97M -$29.6K -489 -2%
SI
310
Stephens Inc
Arkansas
$1.94M +$30.2K +498 +2%
CPA
311
Court Place Advisors
Maryland
$1.91M -$114K -1,889 -6%
Pacer Advisors
312
Pacer Advisors
Pennsylvania
$1.9M -$9.86M -162,787 -84%
LMIM
313
Lockheed Martin Investment Management
Maryland
$1.89M
Squarepoint
314
Squarepoint
New York
$1.86M -$11.7M -193,266 -87%
SAM
315
Shell Asset Management
Netherlands
$1.85M +$17.6K +291 +1%
WMA
316
Wealth Management Associates
New Jersey
$1.85M -$10.7K -177 -0.6%
KCM
317
Kanawha Capital Management
Virginia
$1.85M -$12.1K -200 -0.7%
EH
318
Equitable Holdings
New York
$1.8M +$673K +11,117 +63%
SWMP
319
Signature Wealth Management Partners
New Jersey
$1.79M +$121 +2 +0%
SO
320
STRS Ohio
Ohio
$1.78M +$1.73M +28,597 New
SAM
321
Secure Asset Management
Michigan
$1.75M +$127K +2,103 +8%
BCI
322
Brinker Capital Investments
Pennsylvania
$1.75M +$450K +7,434 +36%
OPS
323
Orion Portfolio Solutions
Nebraska
$1.75M +$1.3M +21,462 +325%
CGH
324
Crossmark Global Holdings
Texas
$1.75M -$81.1K -1,339 -5%
GLR
325
Great Lakes Retirement
Ohio
$1.74M +$123K +2,036 +8%

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.