We are live on ! Find out more
PEG icon

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
BSW
601
Buckingham Strategic Wealth
Missouri
$307K -$74.2K -1,278 -20%
BCG
602
Breakwater Capital Group
New Jersey
$307K +$290K +5,004 New
NAG
603
Northstar Advisory Group
New Jersey
$304K +$58 +1 +0%
TA
604
Tectonic Advisors
Texas
$304K +$38.1K +657 +15%
SWP
605
Stratos Wealth Partners
Ohio
$303K +$28.8K +496 +11%
FAM
606
Fenimore Asset Management
New York
$300K
WIM
607
WealthPlan Investment Management
Nebraska
$300K +$11.6K +200 +4%
LA
608
Legacy Advisors
Pennsylvania
$299K +$697 +12 +0.2%
ISL
609
Ingalls & Snyder LLC
New York
$299K
CIA
610
Capital Investment Advisors
Georgia
$299K +$2.38K +41 +0.8%
WP
611
WealthPLAN Partners
Nebraska
$299K +$284K +4,887 New
FHB
612
First Hawaiian Bank
Hawaii
$297K -$38.1K -656 -12%
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$297K +$23.2K +400 +9%
KC
614
Kepos Capital
New York
$296K -$28.7K -494 -9%
MCA
615
MSH Capital Advisors
Arizona
$295K +$116 +2 +0%
FNBTCON
616
First National Bank & Trust Co of Newtown
Pennsylvania
$293K -$5.8K -100 -2%
VWA
617
V Wealth Advisors
Kansas
$292K +$277K +4,768 New
LFAS
618
Level Four Advisory Services
Texas
$292K +$277K +4,767 New
WI
619
Wintrust Investments
Illinois
$291K -$34.6K -596 -11%
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$291K -$19.5K -336 -7%
AWA
621
Arkadios Wealth Advisors
Georgia
$290K +$275K +4,729 New
IWP
622
Innova Wealth Partners
Pennsylvania
$288K
FM
623
Foster & Motley
Ohio
$287K -$51K -879 -16%
GWA
624
GGM Wealth Advisors
Maryland
$285K +$116 +2 +0%
ACA
625
Atlas Capital Advisors
Wyoming
$285K

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.