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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
Brown Advisory
526
Brown Advisory
Maryland
$416K +$22.8K +377 +6%
Connor, Clark & Lunn Investment Management (CC&L)
527
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$413K -$28K -463 -7%
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$412K +$9.33K +154 +2%
Fisher Asset Management
529
Fisher Asset Management
Washington
$411K -$242 -4 -0.1%
CWA
530
Centennial Wealth Advisory
Michigan
$408K -$54.7K -903 -12%
MRCM
531
M&R Capital Management
New Jersey
$407K
FAT
532
First American Trust
California
$406K
WJWM
533
Williams Jones Wealth Management
New York
$401K -$67.8K -1,119 -15%
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$400K +$101K +1,663 +35%
AG
535
AIA Group
Hong Kong
$399K -$73.4K -1,211 -16%
DAC
536
Dividend Assets Capital
South Carolina
$398K
SFI
537
SPC Financial Inc
Maryland
$397K
MWM
538
Massachusetts Wealth Management
Massachusetts
$397K
IAA
539
Independent Advisor Alliance
North Carolina
$396K +$384K +6,338 New
4WM
540
44 Wealth Management
Oregon
$395K +$4.97K +82 +1%
GCWM
541
Graham Capital Wealth Management
District of Columbia
$391K +$38K +627 New
RTC
542
Riverview Trust Company
Washington
$391K +$3.94K +65 +1%
GWS
543
Glassman Wealth Services
Virginia
$391K +$5.15K +85 +1%
LNC
544
Lincoln National Corp
Pennsylvania
$391K -$2.67K -44 -0.7%
AIP
545
Ameritas Investment Partners
Nebraska
$390K
CPIG
546
Chicago Partners Investment Group
Illinois
$388K +$5.27K +87 +1%
CGL
547
Clarius Group LLC
Washington
$385K +$4.66K +77 +1%
HI
548
Horizon Investments
North Carolina
$382K +$27.6K +456 +8%
WT
549
Whittier Trust
California
$380K +$133K +2,192 +56%
LNB
550
Ledyard National Bank
$380K -$11.3M -186,232 -97%

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.