We are live on ! Find out more
PEG icon

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
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$980K +$2.85K +47 +0.3%
FA
377
Faithward Advisors
Pennsylvania
$971K +$147K +2,432 +19%
HA
378
Herold Advisors
New York
$965K +$20.8K +344 +2%
PWMG
379
Prestige Wealth Management Group
New Jersey
$964K
BBVA
380
Banco Bilbao Vizcaya Argentaria
Spain
$950K +$168K +2,768 +22%
BLAM
381
Bourne Lent Asset Management
New York
$944K
CSPIA
382
Cary Street Partners Investment Advisory
Virginia
$929K +$485 +8 +0.1%
SFG
383
SNS Financial Group
Minnesota
$918K -$498K -8,224 -36%
SVWAG
384
Sound View Wealth Advisors Group
Georgia
$892K +$5.51K +91 +0.6%
M
385
Mirova
France
$877K +$579K +9,553 +213%
EF
386
Empirical Finance
Pennsylvania
$874K +$41.6K +687 +5%
PGAM
387
Princeton Global Asset Management
New Jersey
$871K +$99.9K +1,649 +13%
IWA
388
IVC Wealth Advisors
Pennsylvania
$871K -$52.8K -872 -6%
BMSSC
389
B. Metzler seel. Sohn & Co
Germany
$869K
BHA
390
Beech Hill Advisors
New York
$867K +$10.9K +180 +1%
UCFA
391
United Capital Financial Advisors
Texas
$865K -$69.5K -1,147 -8%
EWM
392
EPG Wealth Management
Georgia
$860K +$383K +6,315 +85%
MYAM
393
Meiji Yasuda Asset Management
Japan
$859K -$8.48K -140 -1%
SBF
394
Sara-Bay Financial
Florida
$855K -$64.9K -1,072 -7%
MNBTD
395
Moody National Bank Trust Division
Texas
$840K +$11.7K +193 +1%
WB
396
WesBanco Bank
West Virginia
$838K
FFG
397
Fortem Financial Group
California
$838K -$190K -3,139 -19%
MSFS
398
Main Street Financial Solutions
Pennsylvania
$837K -$16.5K -273 -2%
API
399
Advisor Partners II
California
$826K +$45K +743 +6%
JCM
400
Jacobi Capital Management
Pennsylvania
$820K +$6.18K +102 +0.8%

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.