We are live on ! Find out more
PEG icon

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
AF
726
Advisornet Financial
Minnesota
$154K -$50K -826 -25%
KFI
727
Key Financial Inc
Pennsylvania
$153K
MHR
728
Matthew Hamilton Rosenberg
$148K
PTC
729
Private Trust Company
Ohio
$146K -$3.51K -58 -2%
BAM
730
Byrne Asset Management
New Jersey
$137K
SSB
731
Sandy Spring Bank
Maryland
$136K +$363 +6 +0.3%
DMBA
732
Deseret Mutual Benefit Administrators
Utah
$130K
CF
733
Centaurus Financial
California
$130K +$909 +15 +0.7%
FDCDDQ
734
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K -$143K -2,356 -54%
TFA
735
Transamerica Financial Advisors
Florida
$127K -$149K -2,456 -55%
AWM
736
Avior Wealth Management
Nebraska
$115K +$33.2K +548 +42%
GWM
737
Geneos Wealth Management
Colorado
$114K +$10.8K +178 +11%
O
738
Ossiam
France
$112K +$89K +1,469 +451%
GRP
739
Global Retirement Partners
California
$112K +$8.6K +142 +9%
AIC
740
Archer Investment Corporation
Indiana
$109K
PA
741
PSI Advisors
Florida
$106K
MCM
742
Manchester Capital Management
Vermont
$105K +$606 +10 +0.6%
TWC
743
TD Waterhouse Canada
Ontario, Canada
$105K +$7.15K +118 +7%
WPA
744
West Paces Advisors
Georgia
$102K +$606 +10 +0.6%
ONST
745
Old North State Trust
North Carolina
$101K -$7.57K -125 -7%
MA
746
Montag & Associates
Georgia
$99.9K
WTC
747
WhitTier Trust Company
Nevada
$99.9K -$3.57K -59 -4%
HCP
748
Hexagon Capital Partners
Arkansas
$99.6K +$5.69K +94 +6%
PPWM
749
PFG Private Wealth Management
Florida
$97.4K -$363 -6 -0.4%
KTC
750
Kistler-Tiffany Companies
Pennsylvania
$94.5K -$606 -10 -0.7%

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.