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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
SFA
501
Sequoia Financial Advisors
Ohio
$475K +$92.3K +1,524 +25%
SPC
502
Sigma Planning Corp
Michigan
$473K -$61.9K -1,022 -12%
ACM
503
Argyle Capital Management
Pennsylvania
$471K
PFO
504
Pathstone Family Office
New Jersey
$467K -$1.54M -25,403 -77%
WA
505
Wealth Alliance
New York
$467K +$23K +380 +5%
AWA
506
Arete Wealth Advisors
Illinois
$466K +$31.7K +523 +8%
FMLI
507
Fukoku Mutual Life Insurance
Japan
$465K
CCA
508
Checchi Capital Advisers
California
$463K +$21K +347 +5%
CA
509
Calton & Associates
Florida
$459K +$89.8K +1,483 +25%
BCM
510
Brookstone Capital Management
Illinois
$459K -$14.2K -234 -3%
VCM
511
Virtue Capital Management
Tennessee
$456K +$15.3K +252 +4%
PTC
512
Philadelphia Trust Company
Pennsylvania
$455K
WQ
513
Wealth Quarterback
New Jersey
$453K -$235K -3,880 -35%
TA
514
Tectonic Advisors
Texas
$448K +$134K +2,208 +44%
NDSI
515
Newman Dignan & Sheerar Inc
Rhode Island
$446K -$39.2K -647 -8%
MAS
516
Meeder Advisory Services
Ohio
$442K -$114K -1,878 -21%
MCM
517
MAI Capital Management
Ohio
$441K -$72.1K -1,190 -14%
ACM
518
Acrisure Capital Management
Texas
$439K -$227K -3,750 -35%
MYIA
519
Mount Yale Investment Advisors
Colorado
$439K -$6.18K -102 -1%
JFL
520
Jarislowsky, Fraser Ltd
Quebec, Canada
$426K
MAM
521
Martingale Asset Management
Massachusetts
$426K -$27.3K -450 -6%
CCWM
522
Cassaday & Co Wealth Management
Virginia
$424K +$64.9K +1,072 +19%
WSFS
523
Wilmington Savings Fund Society
Delaware
$423K
HWM
524
Howard Wealth Management
Connecticut
$421K
NAM
525
NorthCrest Asset Manangement
Minnesota
$418K +$405K +6,693 New

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.