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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
WA
676
WealthTrust Axiom
Pennsylvania
$236K
PP
677
PDS Planning
Ohio
$236K +$21.1K +348 +10%
HWM
678
HB Wealth Management
Georgia
$235K +$228K +3,766 New
VAM
679
Verity Asset Management
North Carolina
$233K
SIAS
680
Summit Investment Advisory Services
Minnesota
$231K +$224K +3,701 New
PI
681
PFG Investments
New York
$231K +$224K +3,700 New
PCA
682
Private Capital Advisors
Connecticut
$231K
SCA
683
Snowden Capital Advisors
New York
$229K -$6.72K -111 -3%
IPW
684
Invictus Private Wealth
Colorado
$228K -$5.63K -93 -2%
TCM
685
Towercrest Capital Management
Pennsylvania
$228K -$1.94K -32 -0.9%
SC
686
Savant Capital
Illinois
$228K +$221K +3,646 New
CWS
687
Confluence Wealth Services
Pennsylvania
$224K -$848 -14 -0.4%
MTWM
688
Masso Torrence Wealth Management
New Jersey
$223K -$129K -2,128 -37%
CAAS
689
Capital Asset Advisory Services
Michigan
$222K -$24.8K -409 -10%
BFG
690
Baron Financial Group
New Jersey
$221K +$1.45K +24 +0.7%
IA
691
IFG Advisory
Georgia
$220K +$787 +13 +0.4%
AWM
692
Accurate Wealth Management
Florida
$220K +$26.4K +436 +14%
AWC
693
Abundance Wealth Counselors
Pennsylvania
$219K -$507K -8,368 -71%
WOSD
694
WFA of San Diego
California
$219K
CAM
695
Carret Asset Management
New York
$218K
NCM
696
NCM Capital Management
New Jersey
$218K
RPCONE
697
Retirement Planning Company of New England
Rhode Island
$216K +$666 +11 +0.3%
AP
698
Adero Partners
California
$214K +$182 +3 +0.1%
CFS
699
CRA Financial Services
New Jersey
$212K
FCA
700
FLC Capital Advisors
California
$212K

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.