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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
PGAM
426
Princeton Global Asset Management
New Jersey
$754K
SS
427
Simplicity Solutions
Minnesota
$737K -$103K -1,767 -13%
ACM
428
Advisors Capital Management
New Jersey
$734K -$7.31K -126 -1%
RC
429
Resolution Capital
Australia
$729K
AWC
430
Abundance Wealth Counselors
Pennsylvania
$727K +$50K +862 +8%
AC
431
Allstate Corporation
Illinois
$725K +$186K +3,199 +37%
AIM
432
Allstate Investment Management
Illinois
$725K +$687K +11,839 New
CPIA
433
Cornell Pochily Investment Advisors
New York
$724K +$580 +10 +0.1%
AT
434
Arden Trust
Delaware
$710K -$230K -3,961 -25%
William Blair & Company
435
William Blair & Company
Illinois
$708K -$89K -1,534 -12%
QCM
436
Quantinno Capital Management
New York
$690K +$63.2K +1,088 +11%
WQ
437
Wealth Quarterback
New Jersey
$682K +$175K +3,008 +37%
PWM
438
Perigon Wealth Management
California
$681K +$645K +11,110 New
MBT
439
Montecito Bank & Trust
California
$676K -$16.5K -284 -3%
CPG
440
Cornerstone Planning Group
New Jersey
$670K +$648K +11,159 New
SW
441
SVB Wealth
Massachusetts
$669K -$68.8K -1,185 -10%
TRCT
442
Tower Research Capital (TRC)
New York
$667K -$3.14M -54,091 -83%
HNB
443
Huntington National Bank
Ohio
$665K +$161K +2,777 +34%
ACM
444
Acrisure Capital Management
Texas
$660K +$626K +10,777 New
CT
445
Caldwell Trust
Florida
$660K -$163K -2,801 -21%
OIA
446
OneDigital Investment Advisors
Kansas
$653K +$375K +6,464 +154%
GVAG
447
Great Valley Advisor Group
Delaware
$652K +$1.22K +21 +0.2%
TFG
448
Tilson Financial Group
New Jersey
$645K +$611K +10,529 New
LFA
449
Legacy Financial Advisors
Kentucky
$638K +$36.1K +622 +6%
BPA
450
Beacon Pointe Advisors
California
$635K -$26.9K -464 -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.