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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
OIA
776
Optimum Investment Advisors
Illinois
$73.5K
PFBT
777
Parkside Financial Bank & Trust
Missouri
$72.8K +$9.52K +164 +16%
ME
778
McIlrath & Eck
Washington
$72.1K +$3.89K +67 +6%
LSA
779
Leonteq Securities AG
Switzerland
$68.7K
FFA
780
Farther Finance Advisors
California
$68K +$64.4K +1,110 New
CSB
781
City State Bank
Iowa
$67K
AIM
782
Achmea Investment Management
Netherlands
$65K -$720K -12,400 -92%
Jones Financial Companies
783
Jones Financial Companies
Missouri
$65K +$61.9K +1,066 New
CTA
784
Colonial Trust Advisors
South Carolina
$64.6K +$61.2K +1,055 New
EWA
785
EverSource Wealth Advisors
Alabama
$63.8K +$5.22K +90 +9%
BWM
786
BerganKDV Wealth Management
Minnesota
$62.5K
HNWAG
787
High Net Worth Advisory Group
Florida
$61.3K
EWM
788
Endurance Wealth Management
Rhode Island
$58K
TFGT
789
TS Financial Group (TSFG)
Illinois
$58K +$58 +1 +0.1%
SCM
790
Silvant Capital Management
Georgia
$55.8K
WTA
791
Washington Trust Advisors
Massachusetts
$55.2K -$58K -999 -53%
NF
792
Norwood Financial
Pennsylvania
$55K
CWA
793
Carolina Wealth Advisors
South Carolina
$55K
CPFP
794
Clear Perspectives Financial Planning
Ohio
$54.3K
PMFA
795
Plante Moran Financial Advisors
Michigan
$53.9K
GIA
796
GHP Investment Advisors
Colorado
$51.8K -$1.92K -33 -4%
BBHC
797
Brown Brothers Harriman & Co
New York
$51K -$697 -12 -1%
USCWA
798
U.S. Capital Wealth Advisors
Texas
$50.1K +$47.4K +817 New
CA
799
CoreCap Advisors
Michigan
$49.8K +$47.1K +812 New
JFA
800
JNBA Financial Advisors
Minnesota
$49K

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.