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Public Service Enterprise Group

930 hedge funds and large institutions have $22.2B invested in Public Service Enterprise Group in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 370 increasing their positions, 289 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

494% more call options, than puts

Call options by funds: $71.4M | Put options by funds: $12M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

28% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 289

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

0% less capital invested

Capital invested by funds: $22.3B → $22.2B (-$98.2M)

0.64% less ownership

Funds ownership: 71.96%71.32% (-0.64%)

1% less funds holding

Funds holding: 943930 (-13)

Holders
930
Holders Change
-13
Holders Change %
-1.38%
% of All Funds
14.82%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
87
Increased
370
Reduced
289
Closed
78
Calls
$71.4M
Puts
$12M
Net Calls
+$59.3M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Affinity Wealth Management
Delaware
$343K +$333K +5,493 New
UAML
577
US Asset Management LLC
Pennsylvania
$341K -$2.42K -40 -0.7%
MSFP
578
Mark Sheptoff Financial Planning
Connecticut
$340K
VIA
579
Vident Investment Advisory
Georgia
$339K +$59.2K +978 +22%
SWIM
580
Smallwood Wealth Investment Management
New Jersey
$339K
DSC
581
Duncker Streett & Co
Missouri
$337K
MLL
582
Moody Lynn & Lieberson
Massachusetts
$336K +$124K +2,053 +62%
LIA
583
LSP Investment Advisors
New York
$334K
SYBT
584
Stock Yards Bank & Trust
Kentucky
$331K
MPPW
585
Mitchell & Pahl Private Wealth
Oklahoma
$331K -$14.1K -232 -4%
STA
586
Summit Trail Advisors
New York
$329K +$319K +5,271 New
PWM
587
Palumbo Wealth Management
New York
$325K +$1.82K +30 +0.6%
CAM
588
Centre Asset Management
New York
$325K -$12K -198 -4%
CC
589
Courier Capital
New York
$325K
Los Angeles Capital Management
590
Los Angeles Capital Management
California
$322K +$312K +5,155 New
IAIM
591
Industrial Alliance Investment Management
Quebec, Canada
$321K +$263K +4,340 +543%
DFCM
592
Dark Forest Capital Management
Puerto Rico
$317K +$307K +5,069 New
BCA
593
Bay Colony Advisors
Massachusetts
$315K +$95.7K +1,580 +45%
CC
594
Corton Capital
Ontario, Canada
$312K -$201K -3,320 -40%
WP
595
WealthSource Partners
California
$310K +$301K +4,969 New
NAG
596
Northstar Advisory Group
New Jersey
$310K +$61 +1 +0%
LA
597
Legacy Advisors
Pennsylvania
$310K +$4.54K +75 +2%
CIA
598
Capital Investment Advisors
Georgia
$308K +$3.39K +56 +1%
BSW
599
Buckingham Strategic Wealth
Missouri
$307K
FAM
600
Fenimore Asset Management
New York
$306K

PEG Hedge Fund Activity: Q1 2023 in Review

930 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2023, worth a combined $22.2B — down 0.44% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PEG positions and 78 closed out — a net gain of 9 holders — while 370 added to existing stakes and 289 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $276M sold.

  • 930 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2023, down from 943 in Q4 2022.
  • Funds reported $22.2B of Public Service Enterprise Group stock for Q1 2023, down 0.44% quarter-over-quarter.
  • 87 funds opened new Public Service Enterprise Group positions in Q1 2023 and 78 closed out, a net change of +9 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2023 was JP Morgan Chase, an estimated $220M added.
  • The largest Public Service Enterprise Group seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $276M sold.

Based on aggregated 13F filings for Q1 2023.