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Public Service Enterprise Group

934 hedge funds and large institutions have $22.8B invested in Public Service Enterprise Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 341 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $91.7M | Put options by funds: $13.1M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1.72% more ownership

Funds ownership: 71.32%73.04% (+1.7%)

3% more capital invested

Capital invested by funds: $22.2B → $22.8B (+$615M)

2% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 341

0% more funds holding

Funds holding: 930934 (+4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
934
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
14.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
68
Increased
349
Reduced
341
Closed
58
Calls
$91.7M
Puts
$13.1M
Net Calls
+$78.6M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
601
Whittier Trust
California
$299K -$81.8K -1,311 -22%
ISL
602
Ingalls & Snyder LLC
New York
$299K -$6.24K -100 -2%
CFS
603
Cannon Financial Strategists
Georgia
$296K
WP
604
WealthPLAN Partners
Nebraska
$293K -$12.5K -200 -4%
FNBTCON
605
First National Bank & Trust Co of Newtown
Pennsylvania
$293K
DADC
606
D.A. Davidson & Co
Montana
$291K +$3.25K +52 +1%
GWA
607
GGM Wealth Advisors
Maryland
$287K +$285K +4,558 New
ACA
608
Aptus Capital Advisors
Alabama
$287K +$6.18K +99 +2%
FC
609
Fulcrum Capital
Washington
$286K
BCG
610
Breakwater Capital Group
New Jersey
$286K +$18.7K +300 +7%
WI
611
Wintrust Investments
Illinois
$286K +$250 +4 +0.1%
MCM
612
McRae Capital Management
New Jersey
$286K +$26.8K +430 +10%
CT
613
Cambridge Trust
Massachusetts
$285K
SBIA
614
Sheaff Brock Investment Advisors
Indiana
$285K
LFAS
615
Level Four Advisory Services
Texas
$283K +$4.81K +77 +2%
CIC
616
Crawford Investment Counsel
Georgia
$283K
IWP
617
Innova Wealth Partners
Pennsylvania
$282K
AWA
618
Arkadios Wealth Advisors
Georgia
$281K +$1.06K +17 +0.4%
SWP
619
Stratos Wealth Partners
Ohio
$280K +$17.8K +285 +7%
ET
620
Equitable Trust
Tennessee
$278K
Lido Advisors
621
Lido Advisors
California
$278K +$33.3K +533 +14%
WF
622
Welch & Forbes
Massachusetts
$278K
HWM
623
HB Wealth Management
Georgia
$277K +$41.5K +664 +18%
LNB
624
Ledyard National Bank
$277K -$103K -1,656 -27%
GA
625
Gateway Advisory
New Jersey
$277K

PEG Hedge Fund Activity: Q2 2023 in Review

934 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2023, worth a combined $22.8B — up 2.8% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PEG positions and 58 closed out — a net gain of 10 holders — while 349 added to existing stakes and 341 trimmed.

The largest buyer was Vanguard Group, adding an estimated $578M. The largest seller was Capital Research Global Investors, cutting an estimated $320M.

  • 934 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2023, up from 930 in Q1 2023.
  • Funds reported $22.8B of Public Service Enterprise Group stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 68 funds opened new Public Service Enterprise Group positions in Q2 2023 and 58 closed out, a net change of +10 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2023 was Vanguard Group, an estimated $578M added.
  • The largest Public Service Enterprise Group seller in Q2 2023 was Capital Research Global Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2023.