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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
CA
476
Calton & Associates
Florida
$528K +$67.1K +1,074 +15%
TCOV
477
Trust Company of Vermont
Vermont
$526K -$27.7K -443 -5%
ACG
478
Aventail Capital Group
New York
$523K -$103K -1,652 -17%
CT
479
Caldwell Trust
Florida
$520K -$54.4K -871 -9%
TCM
480
Twin Capital Management
Pennsylvania
$515K -$4.56K -73 -0.9%
WQ
481
Wealth Quarterback
New Jersey
$511K +$56.2K +900 +12%
SFA
482
Sequoia Financial Advisors
Ohio
$510K +$33.3K +533 +7%
KFA
483
Krane Funds Advisors
New York
$499K -$20.2K -323 -4%
WSFS
484
Wilmington Savings Fund Society
Delaware
$499K +$74.2K +1,189 +18%
BSW
485
Buckingham Strategic Wealth
Missouri
$499K +$184K +2,952 +59%
FGA
486
Fortis Group Advisors
New Jersey
$499K +$3.75K +60 +0.8%
SFG
487
SNS Financial Group
Minnesota
$494K -$425K -6,810 -46%
HSA
488
HBK Sorce Advisory
Pennsylvania
$492K +$125 +2 +0%
TA
489
Tectonic Advisors
Texas
$489K +$40.3K +645 +9%
XT
490
XTX Topco
Cayman Islands
$482K -$25.7K -412 -5%
PWM
491
Perigon Wealth Management
California
$480K -$42.8K -686 -8%
IFU
492
iSAM Funds (UK)
United Kingdom
$480K +$478K +7,662 New
APW
493
Aurora Private Wealth
New Jersey
$479K -$154K -2,468 -24%
WA
494
Wealth Alliance
New York
$472K +$3.31K +53 +0.7%
MAS
495
Meeder Advisory Services
Ohio
$471K +$27.8K +445 +6%
IC
496
IEQ Capital
California
$468K -$43.1K -690 -8%
Fisher Asset Management
497
Fisher Asset Management
Washington
$466K +$54.2K +868 +13%
MLL
498
Moody Lynn & Lieberson
Massachusetts
$465K +$127K +2,035 +38%
CCA
499
Checchi Capital Advisers
California
$461K -$3K -48 -0.6%
NG
500
Northstar Group
New York
$457K -$43.7K -700 -9%

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.