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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
KI
726
Kapitalo Investimentos
Brazil
$170K +$110K +1,786 +149%
NSIM
727
North Star Investment Management
Illinois
$168K -$14.7K -240 -8%
SIM
728
Sentry Investment Management
Wisconsin
$165K -$33.2K -541 -16%
PCM
729
Penserra Capital Management
California
$158K -$26.7K -435 -13%
GRP
730
Global Retirement Partners
California
$157K +$9.59K +156 +6%
VNA
731
Valley National Advisers
Pennsylvania
$155K +$12.2K +198 +8%
CA
732
Clearstead Advisors
Ohio
$151K +$134K +2,182 +455%
CI Investments Inc
733
CI Investments Inc
Ontario, Canada
$148K -$34K -553 -18%
HDIM
734
Hanson & Doremus Investment Management
Vermont
$148K +$676 +11 +0.4%
ASBI
735
American State Bank (Iowa)
Iowa
$145K
SIA
736
Sit Investment Associates
Minnesota
$142K +$154K +2,500 New
KFI
737
Key Financial Inc
Pennsylvania
$140K
OIA
738
Optimum Investment Advisors
Illinois
$137K
BAM
739
Byrne Asset Management
New Jersey
$136K +$12.3K +200 +9%
MHR
740
Matthew Hamilton Rosenberg
$135K
SSB
741
Sandy Spring Bank
Maryland
$126K +$1.91K +31 +1%
CF
742
Centaurus Financial
California
$125K
AF
743
Allworth Financial
California
$125K -$5.59K -91 -4%
GWM
744
Geneos Wealth Management
Colorado
$123K +$26.5K +432 +25%
LWA
745
Lowe Wealth Advisors
Maryland
$116K +$126K +2,044 New
MA
746
Montag & Associates
Georgia
$105K
AWM
747
Avior Wealth Management
Nebraska
$105K -$430 -7 -0.4%
TFA
748
Transamerica Financial Advisors
Florida
$101K -$14.3K -233 -12%
HCP
749
Hexagon Capital Partners
Arkansas
$101K +$2.58K +42 +2%
WTC
750
WhitTier Trust Company
Nevada
$99.5K -$3.13K -51 -3%