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Public Service Enterprise Group

926 hedge funds and large institutions have $20.9B invested in Public Service Enterprise Group in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $12.1M

9% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 89

2% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 324

0.61% more ownership

Funds ownership: 73.04%73.65% (+0.61%)

1% less funds holding

Funds holding: 934926 (-8)

8% less capital invested

Capital invested by funds: $22.8B → $20.9B (-$1.88B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
926
Holders Change
-8
Holders Change %
-0.86%
% of All Funds
14.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
97
Increased
329
Reduced
324
Closed
89
Calls
$30.9M
Puts
$12.1M
Net Calls
+$18.8M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
526
United Capital Financial Advisors
Texas
$414K -$346K -5,629 -44%
CCA
527
Checchi Capital Advisers
California
$409K -$11.1K -180 -2%
WSFS
528
Wilmington Savings Fund Society
Delaware
$407K -$50.3K -819 -10%
FMAEN1
529
Fund Management at Engine No 1
California
$406K +$39.6K +645 +10%
CCM
530
Coldstream Capital Management
Washington
$401K -$101K -1,638 -19%
CFAM
531
Center For Asset Management
Florida
$400K +$432K +7,029 New
Capstone Investment Advisors
532
Capstone Investment Advisors
New York
$400K +$94.7K +1,541 +28%
WA
533
Wealth Alliance
New York
$398K -$32.7K -532 -7%
MYIA
534
Mount Yale Investment Advisors
Colorado
$398K +$4.36K +71 +1%
MCM
535
MAI Capital Management
Ohio
$397K -$8.97K -146 -2%
GC
536
Gilbert & Cook
Iowa
$396K +$41.8K +680 +11%
NG
537
Northstar Group
New York
$395K -$21.5K -350 -5%
AWM
538
Apollon Wealth Management
South Carolina
$394K -$104K -1,691 -20%
CCWM
539
Cassaday & Co Wealth Management
Virginia
$386K -$18.4K -300 -4%
NAM
540
NorthCrest Asset Manangement
Minnesota
$385K +$4.49K +73 +1%
HI
541
Horizon Investments
North Carolina
$385K +$4.42K +72 +1%
HWM
542
Howard Wealth Management
Connecticut
$384K
DJSG
543
D.J. St. Germain
Massachusetts
$382K
MWM
544
Modera Wealth Management
New Jersey
$378K +$10.4K +170 +3%
MC
545
Machina Capital
France
$374K +$404K +6,573 New
AT
546
Arden Trust
Delaware
$373K
PAM
547
Private Asset Management
California
$372K
IF
548
Intrua Financial
Texas
$371K -$159K -2,585 -28%
FAT
549
First American Trust
California
$370K
NDSI
550
Newman Dignan & Sheerar Inc
Rhode Island
$370K -$44.1K -718 -10%