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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
SIM
676
Stratos Investment Management
Ohio
$235K -$17.3K -281 -6%
MAM
677
Meeder Asset Management
Ohio
$234K -$369 -6 -0.1%
CWM
678
Chesapeake Wealth Management
Virginia
$234K -$4.3K -70 -2%
HBW
679
Hazlett, Burt & Watson
West Virginia
$232K
NB
680
NBT Bank
New York
$232K
PRC
681
Pearl River Capital
Michigan
$232K +$250K +4,072 New
SA
682
Syntax Advisors
New York
$231K +$6.82K +111 +3%
VCG
683
Vantage Consulting Group
Virginia
$231K +$6.82K +111 +3%
CL
684
Choreo LLC
Illinois
$230K -$1.97K -32 -0.8%
EHC
685
Everett Harris & Co
California
$230K
KC
686
Kepos Capital
New York
$229K +$44.9K +730 +22%
RWA
687
River Wealth Advisors
Pennsylvania
$227K
LIA
688
Luken Investment Analytics
Tennessee
$227K -$5.47K -89 -2%
Bessemer Group
689
Bessemer Group
New Jersey
$227K +$16K +261 +7%
TNBTD
690
Trustmark National Bank Trust Department
Mississippi
$227K +$61 +1 +0%
CA
691
Continuum Advisory
Idaho
$226K +$244K +3,979 New
CFGS
692
Concourse Financial Group Securities
Alabama
$226K +$3.93K +64 +2%
AP
693
Adero Partners
California
$225K +$32.7K +532 +16%
HIS
694
Horizon Investment Services
Indiana
$225K +$243K +3,951 New
VSQM
695
V-Square Quantitative Management
Illinois
$225K +$187K +3,036 +334%
JIC
696
Joel Isaacson & Co
New York
$222K +$240K +3,907 New
MW
697
Marcum Wealth
Ohio
$222K -$18.9K -307 -7%
LWMG
698
Levy Wealth Management Group
Pennsylvania
$222K
BBA
699
BLB&B Advisors
Pennsylvania
$219K -$1.54K -25 -0.6%
MA
700
Mezzasalma Advisors
New Jersey
$218K -$6.14K -100 -3%