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Public Service Enterprise Group

943 hedge funds and large institutions have $22.3B invested in Public Service Enterprise Group in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $15.6M

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $20B → $22.3B (+$2.31B)

4% more funds holding

Funds holding: 906943 (+37)

5% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 320

0.66% more ownership

Funds ownership: 71.3%71.96% (+0.66%)

Holders
943
Holders Change
+37
Holders Change %
+4.08%
% of All Funds
15.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
120
Increased
335
Reduced
320
Closed
64
Calls
$90.8M
Puts
$15.6M
Net Calls
+$75.2M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Probity Advisors
Texas
$1.09M +$4.76K +82 +0.5%
EH
377
Equitable Holdings
New York
$1.08M +$82.7K +1,424 +9%
LCM
378
Leisure Capital Management
California
$1.05M -$36.9K -635 -4%
BCV
379
Banque Cantonale Vaudoise
Switzerland
$1.04M
V
380
Veritable
Delaware
$1.03M +$88.3K +1,521 +10%
FMTCOCP
381
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.02M +$2.9K +50 +0.3%
FFG
382
Fortem Financial Group
California
$1.01M -$71.1K -1,224 -7%
SWS
383
SYSTM Wealth Solutions
Illinois
$1.01M +$958K +16,511 New
SCM
384
Shelton Capital Management
Colorado
$1.01M -$187K -3,225 -16%
JWCA
385
J.W. Cole Advisors
Florida
$1.01M +$3.71K +64 +0.4%
BMO
386
Beck Mack & Oliver
New York
$1M
HSA
387
HBK Sorce Advisory
Pennsylvania
$963K +$480K +8,265 +111%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$958K -$168K -2,890 -16%
PWMG
389
Prestige Wealth Management Group
New Jersey
$945K +$1.22K +21 +0.1%
IA
390
Insight Advisors
Pennsylvania
$936K +$58 +1 +0%
BLAM
391
Bourne Lent Asset Management
New York
$927K
HA
392
Herold Advisors
New York
$926K
UCFA
393
United Capital Financial Advisors
Texas
$919K +$17.6K +303 +2%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$911K +$464 +8 +0.1%
IWA
395
IVC Wealth Advisors
Pennsylvania
$908K -$3.31K -57 -0.4%
SBF
396
Sara-Bay Financial
Florida
$905K
AWM
397
Aevitas Wealth Management
Massachusetts
$901K +$3.08K +53 +0.4%
BL
398
Balentine LLC
Georgia
$883K +$363K +6,246 +76%
MAG
399
MRA Advisory Group
New Jersey
$879K +$18.8K +323 +2%
AWS
400
Atria Wealth Solutions
New York
$877K +$2.9K +50 +0.4%

PEG Hedge Fund Activity: Q4 2022 in Review

943 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2022, worth a combined $22.3B — up 12% from $20B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new PEG positions and 64 closed out — a net gain of 56 holders — while 335 added to existing stakes and 320 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $725M. The largest seller was Capital Research Global Investors, cutting an estimated $620M.

  • 943 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2022, up from 906 in Q3 2022.
  • Funds reported $22.3B of Public Service Enterprise Group stock for Q4 2022, up 12% quarter-over-quarter.
  • 120 funds opened new Public Service Enterprise Group positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2022 was JP Morgan Chase, an estimated $725M added.
  • The largest Public Service Enterprise Group seller in Q4 2022 was Capital Research Global Investors, an estimated $620M sold.

Based on aggregated 13F filings for Q4 2022.