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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
CCWM
576
Cassaday & Co Wealth Management
Virginia
$350K +$332K +5,711 New
DJSG
577
D.J. St. Germain
Massachusetts
$350K +$308K +5,306 +81%
MTWM
578
Masso Torrence Wealth Management
New Jersey
$349K -$84.1K -1,449 -20%
HI
579
Horizon Investments
North Carolina
$347K -$129K -2,215 -28%
CPWA
580
Cerro Pacific Wealth Advisors
California
$347K +$328K +5,657 New
FFN
581
Focus Financial Network
Minnesota
$346K +$3.19K +55 +1%
EW
582
Element Wealth
Mississippi
$343K
OFG
583
Oxford Financial Group
Indiana
$341K +$9.06K +156 +3%
1IA
584
1620 Investment Advisors
Massachusetts
$339K +$5.46K +94 +2%
MPPW
585
Mitchell & Pahl Private Wealth
Oklahoma
$339K -$11.7K -202 -4%
UAML
586
US Asset Management LLC
Pennsylvania
$337K +$320K +5,508 New
FMAEN1
587
Fund Management at Engine No 1
California
$336K +$40.3K +695 +14%
BEI
588
Benjamin Edwards Inc
Missouri
$334K +$14.3K +246 +5%
MSFP
589
Mark Sheptoff Financial Planning
Connecticut
$334K
SWIM
590
Smallwood Wealth Investment Management
New Jersey
$332K
CAM
591
Centre Asset Management
New York
$331K -$6.56K -113 -2%
DSC
592
Duncker Streett & Co
Missouri
$331K -$11.6K -200 -4%
LIA
593
LSP Investment Advisors
New York
$328K
SYBT
594
Stock Yards Bank & Trust
Kentucky
$325K
TCWM
595
Total Clarity Wealth Management
Illinois
$320K +$303K +5,224 New
IC
596
IEQ Capital
California
$319K -$337K -5,812 -53%
CC
597
Courier Capital
New York
$318K
PWM
598
Palumbo Wealth Management
New York
$317K +$1.63K +28 +0.5%
SWM
599
Spire Wealth Management
Virginia
$314K -$2.21K -38 -0.7%
FFP
600
FourThought Financial Partners
Florida
$311K +$295K +5,079 New

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.