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Public Service Enterprise Group

934 hedge funds and large institutions have $22.8B invested in Public Service Enterprise Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 341 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $91.7M | Put options by funds: $13.1M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1.72% more ownership

Funds ownership: 71.32%73.04% (+1.7%)

3% more capital invested

Capital invested by funds: $22.2B → $22.8B (+$615M)

2% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 341

0% more funds holding

Funds holding: 930934 (+4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
934
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
14.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
68
Increased
349
Reduced
341
Closed
58
Calls
$91.7M
Puts
$13.1M
Net Calls
+$78.6M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
401
WesBanco Bank
West Virginia
$840K
BMCM
402
Bryn Mawr Capital Management
Pennsylvania
$838K +$27.7K +444 +3%
MYAM
403
Meiji Yasuda Asset Management
Japan
$824K -$37.5K -600 -4%
PGWM
404
Parisi Gray Wealth Management
New Jersey
$824K +$465K +7,446 +130%
CA
405
Cetera Advisors
Colorado
$822K +$3.43K +55 +0.4%
UCFA
406
United Capital Financial Advisors
Texas
$808K -$58.6K -938 -7%
BOPW
407
Brandywine Oak Private Wealth
Pennsylvania
$806K
FFG
408
Fortem Financial Group
California
$805K -$35.1K -563 -4%
OPW
409
Oxler Private Wealth
New York
$798K +$7.24K +116 +0.9%
WIC
410
Woodmont Investment Counsel
Tennessee
$794K -$6.24K -100 -0.8%
RSA
411
River Street Advisors
Illinois
$782K -$11.4K -183 -1%
FAP
412
Financial Advisory Partners
Florida
$778K -$1.87K -30 -0.2%
NA
413
NewEdge Advisors
Louisiana
$770K +$61.6K +987 +9%
LFA
414
Legacy Financial Advisors
Kentucky
$761K +$109K +1,746 +17%
FANJ
415
Financial Architects (New Jersey)
New Jersey
$760K -$12.4K -198 -2%
HNB
416
Huntington National Bank
Ohio
$758K +$44K +704 +6%
GVAG
417
Great Valley Advisor Group
Delaware
$752K +$49.6K +794 +7%
CPIA
418
Cornell Pochily Investment Advisors
New York
$741K +$687 +11 +0.1%
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$741K +$100K +1,601 +16%
AIMCA
420
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$726K
Millennium Management
421
Millennium Management
New York
$725K -$45.6M -731,048 -98%
JCM
422
Jacobi Capital Management
Pennsylvania
$719K -$103K -1,648 -13%
GT
423
Greenleaf Trust
Michigan
$716K -$3.56K -57 -0.5%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$715K +$42.8K +686 +6%
JIC
425
Johnson Investment Counsel
Ohio
$715K +$110K +1,769 +18%

PEG Hedge Fund Activity: Q2 2023 in Review

934 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2023, worth a combined $22.8B — up 2.8% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PEG positions and 58 closed out — a net gain of 10 holders — while 349 added to existing stakes and 341 trimmed.

The largest buyer was Vanguard Group, adding an estimated $578M. The largest seller was Capital Research Global Investors, cutting an estimated $320M.

  • 934 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2023, up from 930 in Q1 2023.
  • Funds reported $22.8B of Public Service Enterprise Group stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 68 funds opened new Public Service Enterprise Group positions in Q2 2023 and 58 closed out, a net change of +10 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2023 was Vanguard Group, an estimated $578M added.
  • The largest Public Service Enterprise Group seller in Q2 2023 was Capital Research Global Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2023.