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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
TRCT
426
Tower Research Capital (TRC)
New York
$696K +$15.3K +253 +2%
IWC
427
Integrated Wealth Concepts
Massachusetts
$687K +$287K +4,732 +75%
OIA
428
OneDigital Investment Advisors
Kansas
$681K +$15.4K +255 +2%
MBT
429
Montecito Bank & Trust
California
$680K -$8.78K -145 -1%
ECM
430
EagleClaw Capital Management
Massachusetts
$674K -$121K -2,000 -16%
SW
431
SVB Wealth
Massachusetts
$673K -$8.54K -141 -1%
ACM
432
Advisors Capital Management
New Jersey
$670K -$75.3K -1,243 -10%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$670K +$135K +2,223 +26%
BL
434
Balentine LLC
Georgia
$667K -$226K -3,738 -26%
TFG
435
Tilson Financial Group
New Jersey
$653K -$4.85K -80 -0.8%
MWM
436
Mission Wealth Management
California
$653K +$12.5K +207 +2%
CC
437
Centiva Capital
New York
$651K +$631K +10,423 New
LFA
438
Legacy Financial Advisors
Kentucky
$650K +$182 +3 +0%
SWS
439
SYSTM Wealth Solutions
Illinois
$646K -$373K -6,163 -37%
MIM
440
Merrion Investment Management
New Jersey
$643K
AAG
441
Armstrong Advisory Group
Massachusetts
$640K
CPWA
442
Cerro Pacific Wealth Advisors
California
$640K +$278K +4,587 +81%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$639K +$13.8K +228 +2%
RC
444
Resolution Capital
Australia
$638K -$102K -1,680 -14%
SAM
445
Silvercrest Asset Management
New York
$635K
KeyBank National Association
446
KeyBank National Association
Ohio
$634K +$22K +364 +4%
APW
447
Aurora Private Wealth
New Jersey
$632K +$2.12K +35 +0.3%
BCM
448
Bayesian Capital Management
New York
$631K -$1.53M -25,200 -71%
NSEDCP
449
NJ State Employees Deferred Compensation Plan
New Jersey
$625K
ACG
450
Aventail Capital Group
New York
$625K +$606K +10,000 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.