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Public Service Enterprise Group

943 hedge funds and large institutions have $22.3B invested in Public Service Enterprise Group in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $15.6M

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $20B → $22.3B (+$2.31B)

4% more funds holding

Funds holding: 906943 (+37)

5% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 320

0.66% more ownership

Funds ownership: 71.3%71.96% (+0.66%)

Holders
943
Holders Change
+37
Holders Change %
+4.08%
% of All Funds
15.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
120
Increased
335
Reduced
320
Closed
64
Calls
$90.8M
Puts
$15.6M
Net Calls
+$75.2M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
701
WFA of San Diego
California
$214K +$203K +3,500 New
NCM
702
NCM Capital Management
New Jersey
$214K +$203K +3,491 New
CAM
703
Carret Asset Management
New York
$214K +$203K +3,497 New
ONB
704
Old National Bancorp
Indiana
$213K -$23K -397 -10%
RPCONE
705
Retirement Planning Company of New England
Rhode Island
$211K +$200K +3,446 New
FWCM
706
Ferguson Wellman Capital Management
Oregon
$211K -$160K -2,750 -44%
PP
707
PDS Planning
Ohio
$210K +$199K +3,430 New
AP
708
Adero Partners
California
$210K +$199K +3,423 New
AL
709
Aspiriant LLC
California
$209K +$198K +3,414 New
SWM
710
SFG Wealth Management
Maryland
$209K -$229K -3,949 -54%
CFS
711
CRA Financial Services
New Jersey
$208K +$197K +3,402 New
FCA
712
FLC Capital Advisors
California
$208K +$197K +3,400 New
PFM
713
Patton Fund Management
Texas
$208K +$197K +3,394 New
HFA
714
High Falls Advisors
New York
$207K +$196K +3,372 New
AFP
715
Ausdal Financial Partners
Iowa
$205K +$195K +3,353 New
GIA
716
Guyasuta Investment Advisors
Pennsylvania
$205K +$194K +3,340 New
SCM
717
Schnieders Capital Management
California
$204K -$235K -4,049 -55%
MLL
718
Moody Lynn & Lieberson
Massachusetts
$204K -$997K -17,181 -84%
SIM
719
Sentry Investment Management
Wisconsin
$204K -$6.21K -107 -3%
PD
720
Planning Directions
Pennsylvania
$204K +$193K +3,328 New
RWA
721
River Wealth Advisors
Pennsylvania
$204K +$193K +3,324 New
AF
722
Advisornet Financial
Minnesota
$202K +$65.7K +1,131 +52%
AWMG
723
Alliance Wealth Management Group
New Jersey
$201K +$191K +3,284 New
TW
724
Towerpoint Wealth
California
$201K +$191K +3,282 New
KFS
725
Kelly Financial Services
Massachusetts
$194K

PEG Hedge Fund Activity: Q4 2022 in Review

943 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2022, worth a combined $22.3B — up 12% from $20B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new PEG positions and 64 closed out — a net gain of 56 holders — while 335 added to existing stakes and 320 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $725M. The largest seller was Capital Research Global Investors, cutting an estimated $620M.

  • 943 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2022, up from 906 in Q3 2022.
  • Funds reported $22.3B of Public Service Enterprise Group stock for Q4 2022, up 12% quarter-over-quarter.
  • 120 funds opened new Public Service Enterprise Group positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2022 was JP Morgan Chase, an estimated $725M added.
  • The largest Public Service Enterprise Group seller in Q4 2022 was Capital Research Global Investors, an estimated $620M sold.

Based on aggregated 13F filings for Q4 2022.