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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
EFS
576
Essex Financial Services
Connecticut
$338K
AIP
577
Ameritas Investment Partners
Nebraska
$337K
SP
578
Symmetry Partners
Connecticut
$336K
RCM
579
Raleigh Capital Management
North Carolina
$336K +$12.1K +197 +3%
MLA
580
My Legacy Advisors
Oregon
$335K +$344K +5,600 New
KWM
581
Kingsview Wealth Management
Oregon
$330K -$12.3K -200 -3%
1IA
582
1620 Investment Advisors
Massachusetts
$330K +$2.15K +35 +0.6%
AWA
583
Arkadios Wealth Advisors
Georgia
$328K +$78.7K +1,281 +29%
MWM
584
Massachusetts Wealth Management
Massachusetts
$327K -$36.9K -600 -9%
VWM
585
Venturi Wealth Management
Texas
$323K -$1.19M -19,360 -77%
STA
586
Summit Trail Advisors
New York
$321K -$21.3K -346 -6%
DA
587
Duality Advisers
Florida
$319K +$345K +5,614 New
CWA
588
Centennial Wealth Advisory
Michigan
$317K -$8.85K -144 -3%
BAM
589
Belpointe Asset Management
Nevada
$316K -$28.6K -465 -8%
JFL
590
Jarislowsky, Fraser Ltd
Quebec, Canada
$315K -$55.3K -900 -14%
SFG
591
SNS Financial Group
Minnesota
$310K -$150K -2,436 -31%
MSFP
592
Mark Sheptoff Financial Planning
Connecticut
$310K
OFG
593
Oxford Financial Group
Indiana
$308K -$4.49K -73 -1%
First Manhattan
594
First Manhattan
New York
$307K -$29.6K -481 -8%
ACA
595
Aptus Capital Advisors
Alabama
$307K +$49.9K +812 +18%
SWIM
596
Smallwood Wealth Investment Management
New Jersey
$306K -$3.13K -51 -0.9%
CI
597
Cigna Investments
Connecticut
$305K -$42.9K -699 -12%
LIA
598
LSP Investment Advisors
New York
$304K
AO
599
Advisor OS
Illinois
$302K -$46.1K -751 -12%
SYBT
600
Stock Yards Bank & Trust
Kentucky
$302K