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Public Service Enterprise Group
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Overview Fund Activity

1,162 hedge funds and large institutions have $32.8B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 387 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,162
Holders Change
+91
Holders Change %
+8.5%
% of All Funds
16.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
409
Reduced
387
Closed
60
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$664M
2
BlackRock
BlackRock
New York
+$238M
3
Goldman Sachs
Goldman Sachs
New York
+$103M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$101M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$628M
2
Citadel Advisors
Citadel Advisors
Florida
-$138M
3
CIA
ClearBridge Investments (Australia)
Australia
-$110M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$107M
5
APG Asset Management
APG Asset Management
Netherlands
-$78.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
801
EP Wealth Advisors
California
$311K +$20.2K +226 +7%
HPC
802
HM Payson & Co
Maine
$310K +$167K +1,877 +117%
MW
803
Marcum Wealth
Ohio
$306K -$27.5K -308 -8%
AFP
804
Ausdal Financial Partners
Iowa
$305K -$1.07K -12 -0.3%
FCA
805
FLC Capital Advisors
California
$303K – – –
CMS
806
Capital Market Strategies
Florida
$303K -$22.3K -250 -7%
PTC
807
Philadelphia Trust Company
Pennsylvania
$300K – – –
FFM
808
Forum Financial Management
Illinois
$299K +$178 +2 +0.1%
MWA
809
Meridian Wealth Advisors
Texas
$299K +$357 +4 +0.1%
CFGSD
810
Compass Financial Group (South Dakota)
South Dakota
$299K +$892 +10 +0.3%
CLA
811
Carnegie Lake Advisors
New Jersey
$298K +$298K +3,336 New
GIA
812
Guyasuta Investment Advisors
Pennsylvania
$298K -$8.56K -96 -3%
Kovitz Investment Group Partners
813
Kovitz Investment Group Partners
Illinois
$295K +$295K +8,427 New
AG
814
AlTi Global
New York
$294K -$66K -740 -18%
KWM
815
Kolinsky Wealth Management
New Jersey
$293K +$2.23K +25 +0.8%
OFS
816
OneAscent Financial Services
Alabama
$293K +$293K +3,283 New
AWMG
817
Alliance Wealth Management Group
New Jersey
$290K – – –
CC
818
Callan Capital
California
$290K +$28.2K +316 +11%
BAM
819
Belpointe Asset Management
Nevada
$289K -$15.3K -171 -5%
RA
820
Ruggaard & Associates
Ohio
$288K – – –
MFG
821
Magnus Financial Group
New York
$285K +$1.16K +13 +0.4%
UF
822
Univest Financial
Pennsylvania
$283K -$624 -7 -0.2%
FWTB
823
First Western Trust Bank
Colorado
$282K – – –
BBA
824
BLB&B Advisors
Pennsylvania
$282K – – –
AA
825
Advisory Alpha
Michigan
$282K +$25.8K +289 +10%
31 32
33
34 35