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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 %
UM
676
UniSuper Management
Australia
$279K +$64.9K +1,062 +30%
CT
677
Cambridge Trust
Massachusetts
$279K – – –
FCI
678
Financial Counselors Inc
Kansas
$278K -$2.81K -46 -1%
CG
679
Caprock Group
Idaho
$276K +$52.7K +862 +24%
CFS
680
CRA Financial Services
New Jersey
$276K -$24.5K -400 -8%
IWP
681
Innova Wealth Partners
Pennsylvania
$275K – – –
FNBTCON
682
First National Bank & Trust Co of Newtown
Pennsylvania
$273K – – –
PS
683
Principal Securities
Iowa
$273K +$273K +4,468 New
BCG
684
Breakwater Capital Group
New Jersey
$273K – – –
RWP
685
RWA Wealth Partners
Massachusetts
$273K +$4.53K +74 +2%
SG
686
StoneX Group
New York
$272K +$272K +4,452 New
GW
687
GW & Wade
Massachusetts
$272K -$48.1K -786 -15%
WF
688
Welch & Forbes
Massachusetts
$271K – – –
DAS
689
Dynamic Advisor Solutions
Arizona
$271K +$40.6K +658 +18%
GA
690
Gateway Advisory
New Jersey
$270K – – –
BAM
691
Belpointe Asset Management
Nevada
$270K -$69.8K -1,141 -21%
DSC
692
Duncker Streett & Co
Missouri
$269K – – –
FFP
693
FourThought Financial Partners
Florida
$268K +$1.53K +25 +0.6%
AAS
694
Ameritas Advisory Services
Nebraska
$267K +$267K +4,426 New
AWM
695
Atticus Wealth Management
Florida
$266K – – –
WI
696
Wintrust Investments
Illinois
$266K -$26.4K -432 -9%
PP
697
PDS Planning
Ohio
$266K -$3.91K -64 -1%
LSAG
698
Lake Street Advisors Group
New Hampshire
$266K +$266K +4,345 New
GWA
699
GGM Wealth Advisors
Maryland
$263K +$288 +5 +0.1%
ACM
700
Altrius Capital Management
North Carolina
$263K – – –
26 27
28
29 30