We are live on ! Find out more
PEG icon

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
SWM
601
Spire Wealth Management
Virginia
$301K -$2.64K -43 -0.8%
LA
602
Legacy Advisors
Pennsylvania
$300K +$16.8K +274 +5%
PWM
603
Palumbo Wealth Management
New York
$300K +$1.97K +32 +0.6%
SWP
604
Stratos Wealth Partners
Ohio
$299K +$47.4K +771 +17%
GW
605
GW & Wade
Massachusetts
$298K +$321K +5,229 New
NIM
606
NEOS Investment Management
Connecticut
$296K +$320K +5,208 New
CI
607
Chartist Inc
California
$296K
CC
608
Courier Capital
New York
$296K
BCG
609
Breakwater Capital Group
New Jersey
$294K +$8.54K +139 +3%
CAM
610
Centre Asset Management
New York
$292K -$5.22K -85 -2%
SW
611
SVB Wealth
Massachusetts
$290K -$329K -5,353 -51%
KIG
612
Kowal Investment Group
Wisconsin
$289K +$312K +5,082 New
Los Angeles Capital Management
613
Los Angeles Capital Management
California
$286K
QCG
614
Quadrant Capital Group
Ohio
$285K -$31.9K -520 -9%
EWA
615
EP Wealth Advisors
California
$283K -$714K -11,629 -70%
NAG
616
Northstar Advisory Group
New Jersey
$283K +$61 +1 +0%
HI
617
Hudock Inc
Pennsylvania
$281K +$303K +4,938 New
WG
618
Winton Group
United Kingdom
$281K +$303K +4,931 New
IPW
619
Impact Partnership Wealth
Georgia
$280K +$277K +4,515 +1,112%
WP
620
WealthSource Partners
California
$280K -$3.19K -52 -1%
APF
621
Alaska Permanent Fund
Alaska
$280K -$17.2K -280 -5%
CFS
622
CRA Financial Services
New Jersey
$279K +$35.6K +579 +13%
MMM
623
Mendel Money Management
Illinois
$279K
FAM
624
Fenimore Asset Management
New York
$279K
WDC
625
Woodward Diversified Capital
California
$279K +$42.6K +693 +16%