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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
SIA
351
Schechter Investment Advisors
Michigan
$1.32M +$152K +2,516 +14%
AHB
352
Abner Herrman & Brock
New Jersey
$1.26M +$1.23M +20,240 New
SLI
353
Sumitomo Life Insurance
Japan
$1.26M -$12.5K -207 -1%
Baird Financial Group
354
Baird Financial Group
Wisconsin
$1.24M +$5.39K +89 +0.5%
IUHSA
355
Itau Unibanco Holding S.A.
Brazil
$1.22M +$7.03K +116 +0.6%
DFG
356
Delta Financial Group
New Jersey
$1.2M +$63.4K +1,047 +6%
SDIC
357
South Dakota Investment Council
South Dakota
$1.2M
BIAS
358
Beacon Investment Advisory Services
New Jersey
$1.2M -$30.3K -500 -3%
CFB
359
Cullen/Frost Bankers
Texas
$1.2M +$53.2K +879 +5%
RWB
360
RMR Wealth Builders
New Jersey
$1.18M +$602K +9,937 +111%
MWM
361
Moran Wealth Management
Florida
$1.15M -$12.4M -204,272 -92%
ClearBridge Investments
362
ClearBridge Investments
New York
$1.14M -$55.7K -920 -5%
TCA
363
Transcend Capital Advisors
New Jersey
$1.14M +$5.03K +83 +0.5%
FFWA
364
FRG Family Wealth Advisors
Washington
$1.13M
IA
365
Insight Advisors
Pennsylvania
$1.13M +$181K +2,988 +20%
KRSITF
366
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.11M -$7.51K -124 -0.7%
FMTCOCP
367
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.1M +$62.7K +1,035 +6%
LCM
368
Leisure Capital Management
California
$1.09M +$22.6K +373 +2%
V
369
Veritable
Delaware
$1.09M +$36.3K +600 +4%
JWCA
370
J.W. Cole Advisors
Florida
$1.03M +$121 +2 +0%
BAMF
371
BI Asset Management Fondsmaeglerselskab
Denmark
$1.03M -$14.9M -246,798 -94%
BMO
372
Beck Mack & Oliver
New York
$1.02M
MAG
373
MRA Advisory Group
New Jersey
$1.01M +$114K +1,888 +13%
GEA
374
Glen Eagle Advisors
New Jersey
$1.01M -$900K -14,862 -48%
EGM
375
Engineers Gate Manager
New York
$1.01M +$978K +16,139 New

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.