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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
AWA
626
Arkadios Wealth Advisors
Georgia
$279K -$15.6K -258 -5%
FCBT
627
First Citizens Bank & Trust
North Carolina
$278K -$3.09K -51 -1%
LFAS
628
Level Four Advisory Services
Texas
$278K -$19.3K -319 -7%
ET
629
Equitable Trust
Tennessee
$278K
WF
630
Welch & Forbes
Massachusetts
$277K
GA
631
Gateway Advisory
New Jersey
$276K +$268K +4,418 New
SIM
632
Stratos Investment Management
Ohio
$276K +$267K +4,414 New
MCCA
633
Mill Creek Capital Advisors
Pennsylvania
$274K -$14.5K -239 -5%
FCI
634
Financial Counselors Inc
Kansas
$273K +$11.5K +190 +5%
AWM
635
Atticus Wealth Management
Florida
$272K
FFP
636
FourThought Financial Partners
Florida
$270K -$46.1K -761 -15%
WDC
637
Woodward Diversified Capital
California
$269K +$969 +16 +0.4%
P
638
Pitcairn
Pennsylvania
$269K +$2.18K +36 +0.8%
ACM
639
Altrius Capital Management
North Carolina
$269K
NRS
640
Neville Rodie & Shaw
New York
$268K
FAM
641
Flaharty Asset Management
Florida
$268K +$363 +6 +0.1%
BCM
642
Becker Capital Management
Oregon
$267K
DW
643
Domani Wealth
Pennsylvania
$267K
Wealth Enhancement Advisory Services
644
Wealth Enhancement Advisory Services
Minnesota
$267K +$259K +4,273 New
BCG
645
Breakwater Capital Group
New Jersey
$267K -$44.6K -736 -15%
SFI
646
Siemens Fonds Invest
Germany
$265K -$14.2K -235 -5%
FM
647
Foster & Motley
Ohio
$264K -$27.3K -450 -10%
BJL
648
Brighton Jones LLC
Washington
$262K -$1.09K -18 -0.4%
CHP
649
Cable Hill Partners
Oregon
$262K +$254K +4,195 New
SWP
650
Stratos Wealth Partners
Ohio
$262K -$45.5K -752 -15%

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.