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Public Service Enterprise Group
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Overview Fund Activity

1,001 hedge funds and large institutions have $22.7B invested in Public Service Enterprise Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 360 increasing their positions, 340 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+81
Holders Change %
+8.8%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
153
Increased
360
Reduced
340
Closed
60
Calls
$49.6M
Puts
$23.4M
Net Calls
+$26.2M
Net Calls Change
+$7.47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$359M
2
BlackRock
BlackRock
New York
+$213M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$157M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.8M
5
State Street
State Street
Massachusetts
+$51.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$176M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$134M
4
CIA
ClearBridge Investments (Australia)
Australia
-$72M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
476
Trivium Point Advisory
Connecticut
$654K +$124K +2,020 +23%
SAG
477
SageView Advisory Group
California
$643K +$643K +11,045 New
TFG
478
Tilson Financial Group
New Jersey
$640K +$489 +8 +0.1%
SAM
479
Silvercrest Asset Management
New York
$633K +$23.2K +380 +4%
AG
480
AIA Group
Hong Kong
$628K -$108K -1,764 -15%
TMAM
481
Tokio Marine Asset Management
Japan
$627K +$81.5K +1,333 +15%
APW
482
Aurora Private Wealth
New Jersey
$626K +$2.51K +41 +0.4%
QI
483
Qtron Investments
Massachusetts
$623K – – –
MBT
484
Montecito Bank & Trust
California
$622K -$4.59K -75 -0.7%
AIM
485
Achmea Investment Management
Netherlands
$616K +$616K +10,088 New
Nomura Holdings
486
Nomura Holdings
Japan
$615K +$615K +10,064 New
NSEDCP
487
NJ State Employees Deferred Compensation Plan
New Jersey
$612K – – –
BJL
488
Brighton Jones LLC
Washington
$605K +$124K +2,034 +26%
AAG
489
Armstrong Advisory Group
Massachusetts
$600K – – –
DF
490
Donoghue Forlines
Massachusetts
$600K +$600K +9,814 New
BCM
491
Bayesian Capital Management
New York
$600K -$177K -2,896 -23%
SOAMC
492
Spirit of America Management Corp
New York
$587K – – –
MYLI
493
Meiji Yasuda Life Insurance
Japan
$587K +$587K +9,600 New
EWS
494
Evergreen Wealth Solutions
Pennsylvania
$583K +$32.8K +537 +6%
Simplex Trading
495
Simplex Trading
Illinois
$578K +$578K +9,465 New
CF
496
Copperwynd Financial
Arizona
$570K +$12.9K +211 +2%
Connor, Clark & Lunn Investment Management (CC&L)
497
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$567K -$29.3K -479 -5%
SWP
498
Semus Wealth Partners
Florida
$566K +$566K +9,258 New
BCM
499
Brookstone Capital Management
Illinois
$561K +$91.9K +1,503 +20%
SWIM
500
Smallwood Wealth Investment Management
New Jersey
$560K +$231K +3,782 +70%
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