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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
FT
501
Fiduciary Trust
Massachusetts
$456K -$21.9K -351 -5%
BTI
502
Blue Trust Inc
Georgia
$456K -$88.5K -1,417 -16%
NDSI
503
Newman Dignan & Sheerar Inc
Rhode Island
$452K +$4.87K +78 +1%
SC
504
Savant Capital
Illinois
$449K +$220K +3,523 +97%
VCM
505
Virtue Capital Management
Tennessee
$445K -$18.7K -299 -4%
MCM
506
MAI Capital Management
Ohio
$445K +$3.56K +57 +0.8%
SOAMC
507
Spirit of America Management Corp
New York
$445K +$190K +3,050 +75%
MWM
508
Moran Wealth Management
Florida
$444K -$702K -11,249 -61%
CCWM
509
Cassaday & Co Wealth Management
Virginia
$443K +$18.7K +300 +4%
MYIA
510
Mount Yale Investment Advisors
Colorado
$433K -$6.49K -104 -1%
BCM
511
Brookstone Capital Management
Illinois
$429K -$22.2K -355 -5%
PFO
512
Pathstone Family Office
New Jersey
$423K -$61.4K -983 -13%
HWM
513
Howard Wealth Management
Connecticut
$422K
DJSG
514
D.J. St. Germain
Massachusetts
$421K +$420K +6,720 New
NAM
515
NorthCrest Asset Manangement
Minnesota
$420K +$437 +7 +0.1%
HI
516
Horizon Investments
North Carolina
$419K +$35.8K +574 +9%
DGAM
517
Desjardins Global Asset Management
Quebec, Canada
$414K -$115K -1,839 -22%
SFI
518
SPC Financial Inc
Maryland
$410K +$12.5K +200 +3%
AT
519
Arden Trust
Delaware
$410K -$298K -4,772 -42%
PAM
520
Private Asset Management
California
$409K -$112K -1,800 -22%
Brown Advisory
521
Brown Advisory
Maryland
$408K -$9.3K -149 -2%
DAC
522
Dividend Assets Capital
South Carolina
$407K
FAT
523
First American Trust
California
$407K
FMAEN1
524
Fund Management at Engine No 1
California
$407K +$27.7K +443 +7%
CGL
525
Clarius Group LLC
Washington
$407K +$21K +336 +5%

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.