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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 %
IC
501
IEQ Capital
California
$555K -$28.3K -463 -5%
TPI
502
Trust Point Inc
Wisconsin
$555K +$555K +9,073 New
TW
503
TrinityPoint Wealth
Connecticut
$550K – – –
CCM
504
Cullen Capital Management
New York
$550K -$119K -1,949 -18%
SWA
505
Sax Wealth Advisors
New Jersey
$547K +$29.2K +477 +6%
FFG
506
Fortem Financial Group
California
$546K -$83K -1,358 -13%
HI
507
Horizon Investments
North Carolina
$546K +$133K +2,174 +32%
SWMP
508
Signature Wealth Management Partners
New Jersey
$544K – – –
MNBTD
509
Moody National Bank Trust Division
Texas
$544K -$279K -4,565 -34%
HAG
510
HighPoint Advisor Group
Illinois
$535K +$535K +8,188 New
AIM
511
Aigen Investment Management
New York
$527K +$527K +8,618 New
EW
512
Element Wealth
Mississippi
$524K +$1.22K +20 +0.2%
S
513
SignatureFD
Georgia
$519K +$11.4K +187 +2%
IWM
514
IHT Wealth Management
Illinois
$518K -$79.2K -1,295 -13%
FNBT
515
FineMark National Bank & Trust
Florida
$518K -$23.5K -384 -4%
MFG
516
Merit Financial Group
Georgia
$517K +$139K +2,272 +37%
PFS
517
Prospera Financial Services
Texas
$513K +$513K +8,391 New
RFC
518
Regions Financial Corp
Alabama
$512K -$18K -294 -3%
WB
519
WesBanco Bank
West Virginia
$511K -$242K -3,950 -32%
GIA
520
Gateway Investment Advisers
Ohio
$508K +$277K +4,526 +119%
UB
521
UMB Bank
Missouri
$504K -$18.3K -300 -4%
CIS
522
Custom Index Systems
New York
$504K +$504K +8,244 New
AWM
523
Apollon Wealth Management
South Carolina
$501K +$77.4K +1,265 +18%
RWMG
524
Redwood Wealth Management Group
New Jersey
$499K -$6.91K -113 -1%
CA
525
Calton & Associates
Florida
$489K +$489K +7,991 New
19 20
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