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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 %
AWA
726
Arkadios Wealth Advisors
Georgia
$242K -$110K -1,805 -31%
VSQM
727
V-Square Quantitative Management
Illinois
$241K – – –
DTL
728
Dynamic Technology Lab
Singapore
$241K -$727K -11,914 -75%
NP
729
NorthRock Partners
Minnesota
$241K +$241K +3,938 New
CWM
730
Chesapeake Wealth Management
Virginia
$239K -$12.2K -200 -5%
ECM
731
Evergreen Capital Management
Washington
$239K +$239K +3,901 New
LWMG
732
Levy Wealth Management Group
Pennsylvania
$238K – – –
LAS
733
Lloyd Advisory Services
Georgia
$236K +$236K +3,865 New
HIS
734
Horizon Investment Services
Indiana
$235K -$6.97K -114 -3%
MW
735
Marcum Wealth
Ohio
$235K -$4.04K -66 -2%
MA
736
Mezzasalma Advisors
New Jersey
$234K – – –
EFI
737
EHP Funds Inc
Canada
$232K +$232K +3,800 New
FAM
738
Flaharty Asset Management
Florida
$232K +$367 +6 +0.2%
VCG
739
Vantage Consulting Group
Virginia
$229K -$19.1K -312 -8%
AO
740
Advisor OS
Illinois
$228K -$96K -1,570 -30%
MSWM
741
McGlone Suttner Wealth Management
Wisconsin
$228K +$228K +3,725 New
TC
742
TownSquare Capital
Utah
$227K +$227K +3,715 New
VAM
743
Verity Asset Management
North Carolina
$226K – – –
SIAS
744
Summit Investment Advisory Services
Minnesota
$226K – – –
WAM
745
Watershed Asset Management
California
$226K -$34.1K -557 -13%
SIC
746
Sterling Investment Counsel
New York
$226K +$226K +3,693 New
CIC
747
Cutler Investment Counsel
Oregon
$225K +$225K +3,681 New
LFAS
748
Level Four Advisory Services
Texas
$225K -$46.8K -766 -17%
TNBTD
749
Trustmark National Bank Trust Department
Mississippi
$225K -$18.5K -302 -8%
DWT
750
Dorsey & Whitney Trust
South Dakota
$224K +$224K +3,669 New
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