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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
AA
751
Alta Advisers
United Kingdom
$93.7K
Capstone Investment Advisors
752
Capstone Investment Advisors
New York
$91.7K +$89K +1,469 New
BWM
753
BerganKDV Wealth Management
Minnesota
$89.9K +$25.4K +419 +41%
HIA
754
Harbor Investment Advisory
Maryland
$88.2K
QC
755
Quent Capital
New York
$85.4K +$182 +3 +0.2%
CCA
756
Column Capital Advisors
Indiana
$84.2K
JWA
757
JFS Wealth Advisors
Pennsylvania
$83.7K -$1.88K -31 -2%
SIS
758
Strategic Investment Solutions
Illinois
$82.2K +$79.7K +1,316 New
UCB
759
United Community Bank
South Carolina
$80.6K
NFSG
760
Newbridge Financial Services Group
Florida
$80.3K +$121 +2 +0.2%
FPFS
761
First Personal Financial Services
North Carolina
$76.6K
CLOS
762
Compagnie Lombard Odier SCmA
Switzerland
$75.9K
OIA
763
Optimum Investment Advisors
Illinois
$74.9K
EWA
764
EverSource Wealth Advisors
Alabama
$74.1K +$8.78K +145 +14%
FFA
765
Farther Finance Advisors
California
$73.6K +$4.18K +69 +6%
FWM
766
Focused Wealth Management
New York
$72K +$45.2K +747 +184%
AIM
767
Achmea Investment Management
Netherlands
$71K
LSA
768
Leonteq Securities AG
Switzerland
$70.1K
AFG
769
Albion Financial Group
Utah
$69.3K +$67.2K +1,110 New
ME
770
McIlrath & Eck
Washington
$69.3K -$4.06K -67 -6%
CSB
771
City State Bank
Iowa
$69K
BFEC
772
Benjamin F. Edwards & Company
Missouri
$69K +$23.1K +382 +53%
GIA
773
GHP Investment Advisors
Colorado
$69K +$15.7K +259 +31%
Jones Financial Companies
774
Jones Financial Companies
Missouri
$67.6K +$969 +16 +2%
CTA
775
Colonial Trust Advisors
South Carolina
$65.9K

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.