We are live on ! Find out more
PEG icon

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
MIM
451
Merrion Investment Management
New Jersey
$631K
RFC
452
Regions Financial Corp
Alabama
$629K +$59.1K +1,018 +11%
AAG
453
Armstrong Advisory Group
Massachusetts
$628K +$595K +10,254 New
MWM
454
Mission Wealth Management
California
$628K -$12.4K -213 -2%
JIC
455
Johnson Investment Counsel
Ohio
$624K -$11.8K -204 -2%
SAM
456
Silvercrest Asset Management
New York
$623K -$697 -12 -0.1%
APW
457
Aurora Private Wealth
New Jersey
$618K -$435K -7,488 -43%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$613K +$98.7K +1,701 +20%
NSEDCP
459
NJ State Employees Deferred Compensation Plan
New Jersey
$613K
IA
460
IFP Advisors
Florida
$611K +$60.9K +1,049 +10%
RMAM
461
Raab & Moskowitz Asset Management
New Jersey
$611K +$163K +2,810 +39%
TPCW
462
TD Private Client Wealth
New York
$605K -$15.6K -269 -3%
KeyBank National Association
463
KeyBank National Association
Ohio
$600K -$33.9K -584 -6%
FNBT
464
FineMark National Bank & Trust
Florida
$585K
BFS
465
Bradley Foster & Sargent
Connecticut
$583K +$63.9K +1,100 +13%
SPA
466
Sherbrooke Park Advisers
New York
$582K +$551K +9,500 New
UB
467
UMB Bank
Missouri
$578K +$11.7K +202 +2%
CCM
468
Cullen Capital Management
New York
$573K
FTDI
469
First Trust Direct Indexing
Massachusetts
$570K -$46.3K -798 -8%
FPAS
470
Focus Partners Advisor Solutions
Missouri
$561K -$34.3K -591 -6%
EWM
471
Evercore Wealth Management
New York
$560K +$257K +4,425 +94%
S
472
Seeyond
France
$558K -$588K -10,137 -53%
TI
473
Tidal Investments
Wisconsin
$552K -$342K -5,885 -40%
TW
474
TrinityPoint Wealth
Connecticut
$551K -$3.08K -53 -0.6%
CF
475
Copperwynd Financial
Arizona
$550K +$406 +7 +0.1%

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.