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Public Service Enterprise Group

943 hedge funds and large institutions have $22.3B invested in Public Service Enterprise Group in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $15.6M

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $20B → $22.3B (+$2.31B)

4% more funds holding

Funds holding: 906943 (+37)

5% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 320

0.66% more ownership

Funds ownership: 71.3%71.96% (+0.66%)

Holders
943
Holders Change
+37
Holders Change %
+4.08%
% of All Funds
15.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
120
Increased
335
Reduced
320
Closed
64
Calls
$90.8M
Puts
$15.6M
Net Calls
+$75.2M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
551
Integrated Wealth Concepts
Massachusetts
$385K -$38.8K -668 -10%
4WM
552
44 Wealth Management
Oregon
$383K -$5.75K -99 -2%
AIP
553
Ameritas Investment Partners
Nebraska
$380K
RTC
554
Riverview Trust Company
Washington
$380K -$100K -1,725 -22%
GWS
555
Glassman Wealth Services
Virginia
$378K -$1.51K -26 -0.4%
SFA
556
Sequoia Financial Advisors
Ohio
$373K +$353K +6,089 New
CGL
557
Clarius Group LLC
Washington
$373K +$55K +947 +18%
CI
558
Cigna Investments
Connecticut
$371K
RWP
559
RWA Wealth Partners
Massachusetts
$371K +$110K +1,887 +48%
ALAM
560
Asahi Life Asset Management
Japan
$369K +$4.64K +80 +1%
MFG
561
Merit Financial Group
Georgia
$369K +$7.14K +123 +2%
ST
562
Smithfield Trust
Pennsylvania
$369K
KWM
563
Kingsview Wealth Management
Oregon
$368K +$2.96K +51 +0.9%
AIA
564
Arbor Investment Advisors
North Carolina
$368K +$348K +6,000 New
CT
565
Columbia Trust
Oregon
$367K +$23.9K +411 +7%
FG
566
Fiduciary Group
Georgia
$366K
GC
567
Gilbert & Cook
Iowa
$365K +$5.86K +101 +2%
RCM
568
Raleigh Capital Management
North Carolina
$365K +$8.77K +151 +3%
CPIG
569
Chicago Partners Investment Group
Illinois
$364K +$5.46K +94 +2%
EI
570
Ethic Inc
New York
$363K -$115K -1,980 -25%
EFS
571
Essex Financial Services
Connecticut
$363K +$755 +13 +0.2%
SP
572
Symmetry Partners
Connecticut
$362K
CA
573
Calton & Associates
Florida
$360K -$111K -1,911 -25%
WANY
574
Wealthspire Advisors (New York)
New York
$356K -$4.59K -79 -1%
MWM
575
Modera Wealth Management
New Jersey
$351K -$21.1K -364 -6%

PEG Hedge Fund Activity: Q4 2022 in Review

943 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2022, worth a combined $22.3B — up 12% from $20B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new PEG positions and 64 closed out — a net gain of 56 holders — while 335 added to existing stakes and 320 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $725M. The largest seller was Capital Research Global Investors, cutting an estimated $620M.

  • 943 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2022, up from 906 in Q3 2022.
  • Funds reported $22.3B of Public Service Enterprise Group stock for Q4 2022, up 12% quarter-over-quarter.
  • 120 funds opened new Public Service Enterprise Group positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2022 was JP Morgan Chase, an estimated $725M added.
  • The largest Public Service Enterprise Group seller in Q4 2022 was Capital Research Global Investors, an estimated $620M sold.

Based on aggregated 13F filings for Q4 2022.