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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
BWM
551
Baystate Wealth Management
Massachusetts
$368K +$377K +6,136 +1,821%
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$365K -$123 -2 -0%
DAC
553
Dividend Assets Capital
South Carolina
$365K -$4.67K -76 -1%
WJWM
554
Williams Jones Wealth Management
New York
$364K
Brown Advisory
555
Brown Advisory
Maryland
$364K -$7.62K -124 -2%
AC
556
Apella Capital
Connecticut
$363K +$392K +6,373 New
ACM
557
Argyle Capital Management
Pennsylvania
$361K
LIM
558
Leavell Investment Management
Alabama
$358K +$387K +6,291 New
RTC
559
Riverview Trust Company
Washington
$356K
MFG
560
Merit Financial Group
Georgia
$352K +$7.99K +130 +2%
GWS
561
Glassman Wealth Services
Virginia
$351K -$1.29K -21 -0.3%
MAS
562
Meeder Advisory Services
Ohio
$350K -$84K -1,367 -18%
NS
563
NBC Securities
Alabama
$349K +$377K +6,141 New
CPIG
564
Chicago Partners Investment Group
Illinois
$349K -$1.84K -30 -0.5%
CT
565
Columbia Trust
Oregon
$348K +$4.61K +75 +1%
MRCM
566
M&R Capital Management
New Jersey
$345K +$6.14K +100 +2%
DADC
567
D.A. Davidson & Co
Montana
$344K +$85.5K +1,391 +30%
LCM
568
Landscape Capital Management
New Jersey
$344K +$371K +6,040 New
MCA
569
MSH Capital Advisors
Arizona
$343K +$61 +1 +0%
BL
570
Balentine LLC
Georgia
$343K -$16.8K -273 -4%
ST
571
Smithfield Trust
Pennsylvania
$342K
PWMAG
572
Pinnacle Wealth Management Advisory Group
New Jersey
$342K -$21.3K -346 -5%
AIA
573
Arbor Investment Advisors
North Carolina
$341K
FG
574
Fiduciary Group
Georgia
$340K
LWM
575
Liberty Wealth Management
California
$338K