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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
IA
776
IFP Advisors
Florida
$65.3K -$615K -10,151 -89%
BBHC
777
Brown Brothers Harriman & Co
New York
$63.1K +$10.8K +178 +21%
EWA
778
EP Wealth Advisors
California
$62.8K +$618K +10,207 New
PFBT
779
Parkside Financial Bank & Trust
Missouri
$61.7K -$12.2K -201 -17%
SSG
780
Summit Securities Group
New York
$61K +$28.7K +474 +94%
EWM
781
Endurance Wealth Management
Rhode Island
$59K
TFGT
782
TS Financial Group (TSFG)
Illinois
$59K +$61 +1 +0.1%
SCM
783
Silvant Capital Management
Georgia
$56.8K
CWA
784
Carolina Wealth Advisors
South Carolina
$56.2K
NF
785
Norwood Financial
Pennsylvania
$56.1K
CPFP
786
Clear Perspectives Financial Planning
Ohio
$55.4K
RI
787
Ridgewood Investments
New Jersey
$55.2K +$53.5K +884 New
PMFA
788
Plante Moran Financial Advisors
Michigan
$55K
CFO
789
CVA Family Office
Colorado
$54.3K -$22.2K -367 -30%
CBT
790
CoreFirst Bank & Trust
Kansas
$54K -$30.4K -502 -37%
ACA
791
Atlas Capital Advisors
Wyoming
$53.1K -$230K -3,802 -82%
WTA
792
Washington Trust Advisors
Massachusetts
$50.3K -$5.75K -95 -11%
HI
793
Harbour Investments
Wisconsin
$50.1K +$24.4K +402 +101%
JFA
794
JNBA Financial Advisors
Minnesota
$50K
FMII
795
Farmers & Merchants Investments Inc
Nebraska
$49.8K +$9.39K +155 +24%
FCB
796
First Command Bank
Texas
$49.1K
FCFS
797
First Command Financial Services
Texas
$49.1K
SCA
798
Stonebridge Capital Advisors
Minnesota
$46.4K +$6.66K +110 +17%
SWM
799
Sugarloaf Wealth Management
Georgia
$46.1K -$2.12K -35 -5%
CA
800
Centerpoint Advisors
Massachusetts
$45K

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.