We are live on ! Find out more
PEG icon

Public Service Enterprise Group

934 hedge funds and large institutions have $22.8B invested in Public Service Enterprise Group in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 349 increasing their positions, 341 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $91.7M | Put options by funds: $13.1M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

1.72% more ownership

Funds ownership: 71.32%73.04% (+1.7%)

3% more capital invested

Capital invested by funds: $22.2B → $22.8B (+$615M)

2% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 341

0% more funds holding

Funds holding: 930934 (+4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
934
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
14.66%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
68
Increased
349
Reduced
341
Closed
58
Calls
$91.7M
Puts
$13.1M
Net Calls
+$78.6M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HB
801
Horizon Bancorp
Indiana
$50K +$49.9K +800 New
FCB
802
First Command Bank
Texas
$49.3K
FCFS
803
First Command Financial Services
Texas
$49.3K
LC
804
Lindbrook Capital
California
$47.7K +$12.8K +205 +37%
SWM
805
Sugarloaf Wealth Management
Georgia
$46.7K +$499 +8 +1%
CA
806
Centerpoint Advisors
Massachusetts
$45K
ECM
807
Estabrook Capital Management
New York
$44.5K
MCM
808
MV Capital Management
Maryland
$44.3K +$2.31K +37 +6%
VCM
809
Vigilant Capital Management
Maine
$44K
CAL
810
Capital Advisors Ltd
Ohio
$44K +$21.7K +348 +100%
FCA
811
FinTrust Capital Advisors
South Carolina
$43.1K
SIC
812
Salem Investment Counselors
North Carolina
$41.8K
PFSC
813
Peoples Financial Services Corp
Pennsylvania
$41.6K
GTAM
814
Global Trust Asset Management
Florida
$41.3K
SSG
815
Summit Securities Group
New York
$41K -$20.3K -325 -33%
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40.4K +$12.2K +195 +43%
SCA
817
Stonebridge Capital Advisors
Minnesota
$39.6K -$6.87K -110 -15%
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$39.3K +$17.9K +287 +84%
TVWM
819
Tower View Wealth Management
Wisconsin
$39K +$7.55K +121 +24%
MA
820
MCF Advisors
Kentucky
$38.9K
AIM
821
Anchor Investment Management
South Carolina
$38.2K
BCMIO
822
Beacon Capital Management Inc (Ohio)
Ohio
$38K
TWM
823
Tradition Wealth Management
Minnesota
$38K +$437 +7 +1%
CSWM
824
Cassady Schiller Wealth Management
Ohio
$37.9K
GCM
825
Gables Capital Management
Florida
$37.6K

PEG Hedge Fund Activity: Q2 2023 in Review

934 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2023, worth a combined $22.8B — up 2.8% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PEG positions and 58 closed out — a net gain of 10 holders — while 349 added to existing stakes and 341 trimmed.

The largest buyer was Vanguard Group, adding an estimated $578M. The largest seller was Capital Research Global Investors, cutting an estimated $320M.

  • 934 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2023, up from 930 in Q1 2023.
  • Funds reported $22.8B of Public Service Enterprise Group stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 68 funds opened new Public Service Enterprise Group positions in Q2 2023 and 58 closed out, a net change of +10 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2023 was Vanguard Group, an estimated $578M added.
  • The largest Public Service Enterprise Group seller in Q2 2023 was Capital Research Global Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2023.