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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
CPG
426
Cornerstone Planning Group
New Jersey
$705K +$703K +11,260 New
CWP
427
Core Wealth Partners
California
$703K
FPAS
428
Focus Partners Advisor Solutions
Missouri
$697K +$116K +1,856 +20%
ClearBridge Investments
429
ClearBridge Investments
New York
$691K -$448K -7,180 -39%
OIA
430
OneDigital Investment Advisors
Kansas
$688K +$5.43K +87 +0.8%
CCM
431
Cullen Capital Management
New York
$685K -$25.7K -411 -4%
BFS
432
Bradley Foster & Sargent
Connecticut
$683K +$99.9K +1,600 +17%
BPA
433
Beacon Pointe Advisors
California
$678K -$94.3K -1,511 -12%
MIM
434
Merrion Investment Management
New Jersey
$676K +$31.2K +500 +5%
TRCT
435
Tower Research Capital (TRC)
New York
$656K -$41.5K -665 -6%
MWM
436
Mission Wealth Management
California
$655K +$624 +10 +0.1%
SW
437
SVB Wealth
Massachusetts
$654K -$20.2K -323 -3%
IGAM
438
iA Global Asset Management
Quebec, Canada
$648K +$646K +10,344 New
CIM
439
Chiron Investment Management
New York
$647K +$645K +10,329 New
MBT
440
Montecito Bank & Trust
California
$643K -$38.5K -617 -6%
AWA
441
Arete Wealth Advisors
Illinois
$641K +$173K +2,774 +37%
FTDI
442
First Trust Direct Indexing
Massachusetts
$638K +$21K +336 +3%
SAM
443
Silvercrest Asset Management
New York
$637K +$687 +11 +0.1%
CII
444
Capital International Inc
California
$635K +$634K +10,148 New
SFG
445
Sovereign Financial Group
Connecticut
$631K +$56.6K +907 +10%
ACM
446
Advisors Capital Management
New Jersey
$628K -$44.3K -710 -7%
NSEDCP
447
NJ State Employees Deferred Compensation Plan
New Jersey
$626K
IWM
448
IHT Wealth Management
Illinois
$618K +$18.2K +292 +3%
KeyBank National Association
449
KeyBank National Association
Ohio
$617K -$18.7K -300 -3%
AAG
450
Armstrong Advisory Group
Massachusetts
$615K -$27.1K -434 -4%

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.