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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
MWM
526
Modera Wealth Management
New Jersey
$406K +$46.2K +740 +13%
JFL
527
Jarislowsky, Fraser Ltd
Quebec, Canada
$403K -$24.3K -390 -6%
PWPS
528
Pinnacle Wealth Planning Services
Ohio
$402K -$10.7K -172 -3%
WJWM
529
Williams Jones Wealth Management
New York
$401K -$1.25K -20 -0.3%
BCA
530
Bay Colony Advisors
Massachusetts
$400K +$81K +1,298 +26%
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$398K +$24.4K +391 +7%
ACM
532
Argyle Capital Management
Pennsylvania
$398K -$74.9K -1,200 -16%
MWM
533
Massachusetts Wealth Management
Massachusetts
$398K
BL
534
Balentine LLC
Georgia
$394K -$274K -4,382 -41%
GC
535
Gilbert & Cook
Iowa
$393K +$14.8K +237 +4%
RTC
536
Riverview Trust Company
Washington
$392K
4WM
537
44 Wealth Management
Oregon
$392K -$4.62K -74 -1%
M
538
Mirova
France
$392K -$486K -7,790 -55%
GWS
539
Glassman Wealth Services
Virginia
$388K -$4.12K -66 -1%
IAA
540
Independent Advisor Alliance
North Carolina
$387K -$9.55K -153 -2%
AO
541
Advisor OS
Illinois
$379K +$378K +6,056 New
CI
542
Cigna Investments
Connecticut
$379K +$1.25K +20 +0.3%
MFG
543
Merit Financial Group
Georgia
$379K +$1.62K +26 +0.4%
CT
544
Columbia Trust
Oregon
$378K +$12.1K +194 +3%
MCA
545
MSH Capital Advisors
Arizona
$377K +$20.7K +332 +6%
ST
546
Smithfield Trust
Pennsylvania
$377K
BAM
547
Belpointe Asset Management
Nevada
$377K -$199K -3,194 -35%
AIA
548
Arbor Investment Advisors
North Carolina
$376K
KWM
549
Kingsview Wealth Management
Oregon
$375K -$437 -7 -0.1%
STA
550
Summit Trail Advisors
New York
$375K +$45K +720 +14%

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.