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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
WP
601
WealthPLAN Partners
Nebraska
$305K
HF
602
HRT Financial
New York
$305K +$296K +4,890 New
AAS
603
Ameritas Advisory Services
Nebraska
$304K -$92.2K -1,522 -24%
MAM
604
Meeder Asset Management
Ohio
$304K +$295K +4,870 New
ISL
605
Ingalls & Snyder LLC
New York
$304K
FHB
606
First Hawaiian Bank
Hawaii
$303K
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$302K
EWM
608
Evercore Wealth Management
New York
$295K -$268K -4,425 -48%
CFS
609
Cannon Financial Strategists
Georgia
$295K +$286K +4,720 New
FNBTCON
610
First National Bank & Trust Co of Newtown
Pennsylvania
$292K -$6.54K -108 -2%
BPC
611
Banque Pictet & Cie
Switzerland
$291K -$235K -3,874 -45%
BBA
612
BLB&B Advisors
Pennsylvania
$291K +$4.3K +71 +2%
MMM
613
Mendel Money Management
Illinois
$291K +$1.27K +21 +0.5%
DADC
614
D.A. Davidson & Co
Montana
$287K -$1.64K -27 -0.6%
FC
615
Fulcrum Capital
Washington
$285K +$277K +4,571 New
WI
616
Wintrust Investments
Illinois
$285K -$11.9K -197 -4%
IP
617
Ignite Planners
California
$285K +$17.4K +287 +7%
CT
618
Cambridge Trust
Massachusetts
$285K -$127K -2,100 -32%
SBIA
619
Sheaff Brock Investment Advisors
Indiana
$284K
SPP
620
Single Point Partners
Massachusetts
$284K
CIC
621
Crawford Investment Counsel
Georgia
$283K
SA
622
Syntax Advisors
New York
$282K +$13.1K +216 +5%
VCG
623
Vantage Consulting Group
Virginia
$282K +$13.1K +216 +5%
IWP
624
Innova Wealth Partners
Pennsylvania
$281K -$12.1K -200 -4%
ACA
625
Aptus Capital Advisors
Alabama
$280K +$271K +4,482 New

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.