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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
CPIG
551
Chicago Partners Investment Group
Illinois
$374K -$7.74K -124 -2%
FG
552
Fiduciary Group
Georgia
$374K
MRCM
553
M&R Capital Management
New Jersey
$374K -$34.3K -550 -8%
EFS
554
Essex Financial Services
Connecticut
$372K -$562 -9 -0.2%
LWM
555
Liberty Wealth Management
California
$371K
AIP
556
Ameritas Investment Partners
Nebraska
$371K -$20.5K -329 -5%
SP
557
Symmetry Partners
Connecticut
$370K
JF
558
Jump Financial
Illinois
$369K -$203K -3,251 -36%
First Manhattan
559
First Manhattan
New York
$368K -$143K -2,283 -28%
1IA
560
1620 Investment Advisors
Massachusetts
$360K +$5.43K +87 +2%
NICM
561
Neo Ivy Capital Management
New York
$360K +$359K +5,748 New
CWA
562
Centennial Wealth Advisory
Michigan
$358K -$51.3K -822 -13%
RCM
563
Raleigh Capital Management
North Carolina
$357K -$15.8K -253 -4%
OTL
564
Oak Thistle LLC
New York
$353K +$352K +5,645 New
QCG
565
Quadrant Capital Group
Ohio
$346K +$1.69K +27 +0.5%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$343K +$251K +4,016 +273%
OFG
567
Oxford Financial Group
Indiana
$343K -$1.31K -21 -0.4%
AWM
568
Affinity Wealth Management
Delaware
$342K -$1.44K -23 -0.4%
MSFP
569
Mark Sheptoff Financial Planning
Connecticut
$341K
SWIM
570
Smallwood Wealth Investment Management
New Jersey
$339K
DSC
571
Duncker Streett & Co
Missouri
$338K
IAIM
572
International Assets Investment Management
Florida
$337K -$162K -2,587 -32%
VIM
573
Vinva Investment Management
Australia
$336K +$339K +5,435 New
LIA
574
LSP Investment Advisors
New York
$335K
SWM
575
Spire Wealth Management
Virginia
$334K -$28.5K -457 -8%

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.