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Public Service Enterprise Group
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Overview Fund Activity

1,001 hedge funds and large institutions have $22.7B invested in Public Service Enterprise Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 360 increasing their positions, 340 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+81
Holders Change %
+8.8%
% of All Funds
14.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
153
Increased
360
Reduced
340
Closed
60
Calls
$49.6M
Puts
$23.4M
Net Calls
+$26.2M
Net Calls Change
+$7.47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$359M
2
BlackRock
BlackRock
New York
+$213M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$157M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.8M
5
State Street
State Street
Massachusetts
+$51.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$176M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$134M
4
CIA
ClearBridge Investments (Australia)
Australia
-$72M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
601
Essex Financial Services
Connecticut
$364K +$550 +9 +0.2%
LWM
602
Liberty Wealth Management
California
$363K – – –
1IA
603
1620 Investment Advisors
Massachusetts
$360K +$5.99K +98 +2%
MCA
604
MSH Capital Advisors
Arizona
$359K -$9.6K -157 -3%
GJWM
605
Gilliland Jeter Wealth Management
Arkansas
$356K +$356K +5,817 New
FG
606
Fiduciary Group
Georgia
$355K -$10.1K -165 -3%
CA
607
Continuum Advisory
Idaho
$354K +$111K +1,813 +46%
MWM
608
Massachusetts Wealth Management
Massachusetts
$352K – – –
SW
609
SVB Wealth
Massachusetts
$351K +$39.2K +641 +13%
RCM
610
Raleigh Capital Management
North Carolina
$350K -$11.1K -181 -3%
EWA
611
Exencial Wealth Advisors
Oklahoma
$347K +$347K +5,672 New
MLL
612
Moody Lynn & Lieberson
Massachusetts
$347K -$177K -2,893 -34%
WANY
613
Wealthspire Advisors (New York)
New York
$346K +$346K +5,665 New
First Manhattan
614
First Manhattan
New York
$344K +$13.5K +221 +4%
LA
615
Legacy Advisors
Pennsylvania
$341K +$18.7K +305 +6%
AIP
616
Ameritas Investment Partners
Nebraska
$339K -$23.3K -381 -6%
JFL
617
Jarislowsky, Fraser Ltd
Quebec, Canada
$338K – – –
SFI
618
Siemens Fonds Invest
Germany
$338K +$78.6K +1,285 +30%
CPIG
619
Chicago Partners Investment Group
Illinois
$337K +$1.6K +28 +0.5%
RTC
620
Riverview Trust Company
Washington
$337K -$45.6K -746 -12%
BP
621
Ballentine Partners
Massachusetts
$337K +$337K +5,509 New
PWMAG
622
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$30.3K -496 -8%
EWS
623
Eagle Wealth Strategies
New Jersey
$334K +$334K +5,467 New
Lido Advisors
624
Lido Advisors
California
$333K +$50.5K +825 +18%
ST
625
Smithfield Trust
Pennsylvania
$333K -$35.5K -579 -10%
23 24
25
26 27