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Public Service Enterprise Group

926 hedge funds and large institutions have $20.9B invested in Public Service Enterprise Group in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $12.1M

9% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 89

2% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 324

0.61% more ownership

Funds ownership: 73.04%73.65% (+0.61%)

1% less funds holding

Funds holding: 934926 (-8)

8% less capital invested

Capital invested by funds: $22.8B → $20.9B (-$1.88B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
926
Holders Change
-8
Holders Change %
-0.86%
% of All Funds
14.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
97
Increased
329
Reduced
324
Closed
89
Calls
$30.9M
Puts
$12.1M
Net Calls
+$18.8M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
476
KeyBank National Association
Ohio
$565K +$4.42K +72 +0.7%
AAG
477
Armstrong Advisory Group
Massachusetts
$559K
IWM
478
IHT Wealth Management
Illinois
$556K -$6.33K -103 -1%
Connor, Clark & Lunn Investment Management (CC&L)
479
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$555K -$6.07M -98,781 -91%
OAM
480
Ostrum Asset Management
France
$552K -$4.05K -66 -0.7%
SOAMC
481
Spirit of America Management Corp
New York
$546K +$154K +2,500 +35%
IC
482
IEQ Capital
California
$543K +$127K +2,069 +28%
PCS
483
Personal CFO Solutions
New Jersey
$540K +$8.11K +132 +1%
ECM
484
EagleClaw Capital Management
Massachusetts
$529K
CF
485
Copperwynd Financial
Arizona
$518K -$9.83K -160 -2%
IGAM
486
iA Global Asset Management
Quebec, Canada
$516K -$78.6K -1,280 -12%
EWS
487
Evergreen Wealth Solutions
Pennsylvania
$512K -$15.9K -259 -3%
TW
488
TrinityPoint Wealth
Connecticut
$512K -$676 -11 -0.1%
TMAM
489
Tokio Marine Asset Management
Japan
$507K +$22.7K +369 +4%
SWMP
490
Signature Wealth Management Partners
New Jersey
$506K +$6.14K +100 +1%
FNBT
491
FineMark National Bank & Trust
Florida
$504K -$25.6K -416 -4%
RMAM
492
Raab & Moskowitz Asset Management
New Jersey
$501K -$27.3K -445 -5%
SW
493
SteelPeak Wealth
California
$499K +$538K +8,764 New
BCA
494
Bay Colony Advisors
Massachusetts
$499K +$146K +2,379 +37%
BTI
495
Blue Trust Inc
Georgia
$498K +$39.9K +650 +9%
SRC
496
Shufro Rose & Co
New York
$497K
RFC
497
Regions Financial Corp
Alabama
$493K -$5.41K -88 -1%
MLL
498
Moody Lynn & Lieberson
Massachusetts
$487K +$70.2K +1,142 +15%
EW
499
Element Wealth
Mississippi
$487K +$1.48K +24 +0.3%
UB
500
UMB Bank
Missouri
$487K