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Public Service Enterprise Group
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Overview Fund Activity

1,013 hedge funds and large institutions have $24.5B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 366 increasing their positions, 374 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.68%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
104
Increased
366
Reduced
374
Closed
79
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$205M
2
Ameriprise
Ameriprise
Minnesota
+$186M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$162M
4
Citadel Advisors
Citadel Advisors
Florida
+$141M
5
MIM
Merewether Investment Management
Texas
+$53.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$368M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$295M
3
State Street
State Street
Massachusetts
-$158M
4
Invesco
Invesco
Georgia
-$115M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
626
Kingsview Wealth Management
Oregon
$388K +$41.3K +619 +12%
FG
627
Fiduciary Group
Georgia
$385K -$2.67K -40 -0.7%
MWM
628
Massachusetts Wealth Management
Massachusetts
$384K – – –
LNC
629
Lincoln National Corp
Pennsylvania
$378K +$14.9K +223 +4%
RWMG
630
Redwood Wealth Management Group
New Jersey
$375K -$169K -2,537 -31%
MCA
631
MSH Capital Advisors
Arizona
$375K -$16.7K -250 -4%
CIBC World Market
632
CIBC World Market
Ontario, Canada
$375K +$375K +5,620 New
MLL
633
Moody Lynn & Lieberson
Massachusetts
$373K -$5.74K -86 -2%
LA
634
Legacy Advisors
Pennsylvania
$372K -$3.17K -47 -0.8%
VWM
635
Venturi Wealth Management
Texas
$370K +$42.6K +638 +13%
SWM
636
Spire Wealth Management
Virginia
$370K +$4.14K +62 +1%
AIP
637
Ameritas Investment Partners
Nebraska
$370K – – –
RTC
638
Riverview Trust Company
Washington
$368K – – –
EWA
639
Exencial Wealth Advisors
Oklahoma
$368K -$11.2K -168 -3%
NAG
640
Northstar Advisory Group
New Jersey
$366K +$147 +2 +0%
OFG
641
Oxford Financial Group
Indiana
$364K +$3.07K +46 +0.9%
SWP
642
Stratos Wealth Partners
Ohio
$363K +$19.1K +286 +6%
ST
643
Smithfield Trust
Pennsylvania
$363K – – –
MNBTD
644
Moody National Bank Trust Division
Texas
$362K -$231K -3,466 -39%
AC
645
Apella Capital
Connecticut
$362K -$68.3K -1,016 -16%
PWMAG
646
Pinnacle Wealth Management Advisory Group
New Jersey
$360K -$7.61K -114 -2%
SC
647
Syon Capital
California
$360K -$152K -2,273 -30%
AO
648
Advisor OS
Illinois
$358K +$109K +1,633 +44%
MFIM
649
Mesirow Financial Investment Management
Illinois
$358K +$8.28K +124 +2%
LIA
650
LSP Investment Advisors
New York
$357K – – –
24 25
26
27 28