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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
Franklin Resources
26
Franklin Resources
California
$147M +$51.9K +857 +0%
PL
27
Perpetual Ltd
Australia
$135M +$131M +2,160,121 New
HCM
28
Hamlin Capital Management
New York
$127M +$5.72M +94,431 +5%
Swiss National Bank
29
Swiss National Bank
Switzerland
$124M -$2.87M -47,300 -2%
DPIM
30
Duff & Phelps Investment Management
Illinois
$122M -$3.36M -55,429 -3%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$117M +$57.6M +950,710 +102%
EIP
32
Energy Income Partners
Connecticut
$109M -$11.3M -187,342 -10%
Federated Hermes
33
Federated Hermes
Pennsylvania
$108M +$130K +2,150 +0.1%
N
34
Nuveen
North Carolina
$107M -$11.5M -189,839 -10%
CIMLRA
35
CBRE Investment Management Listed Real Assets
Pennsylvania
$107M +$324K +5,344 +0.3%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$88.4M -$8.1M -133,796 -9%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$86.2M +$565K +9,323 +0.7%
BC
38
Brookfield Corp
Ontario, Canada
$86.1M -$4.38M -72,300 -5%
WHRC
39
W.H. Reaves & Co
New Jersey
$82.8M -$20.5M -338,373 -20%
First Trust Advisors
40
First Trust Advisors
Illinois
$81M +$6.53M +107,814 +9%
Amundi
41
Amundi
France
$78.5M +$2.5M +41,228 +3%
Wells Fargo
42
Wells Fargo
California
$76M +$6.77M +111,728 +10%
APG Asset Management
43
APG Asset Management
Netherlands
$74.8M +$146K +2,407 +0.2%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$74.1M +$71.8M +1,185,751 New
Deutsche Bank
45
Deutsche Bank
Germany
$69.4M -$10.7M -177,009 -14%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$64.9M +$2.71M +44,784 +5%
National Pension Service
47
National Pension Service
South Korea
$61.4M +$501K +8,279 +0.8%
Aviva
48
Aviva
United Kingdom
$60M +$15.6M +257,431 +37%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$59.6M +$2.77M +45,806 +5%
Barclays
50
Barclays
United Kingdom
$58.5M -$966K -15,950 -2%

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.