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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
TFA
826
Toth Financial Advisory
Virginia
$34.3K
TWM
827
Tradition Wealth Management
Minnesota
$33K +$406 +7 +1%
CAL
828
Capital Analysts LLC
Pennsylvania
$31K
TVWM
829
Tower View Wealth Management
Wisconsin
$31K +$232 +4 +0.8%
SSG
830
Summit Securities Group
New York
$31K +$29.3K +504 New
CSPAM
831
Cary Street Partners Asset Management
Virginia
$30.6K
HSA
832
Hussman Strategic Advisors
Maryland
$30.6K
IGWM
833
ICA Group Wealth Management
Colorado
$30.6K +$29K +500 New
RBC
834
Romano Brothers & Co
Illinois
$30.4K +$28.8K +496 New
FCT
835
First Community Trust
Iowa
$29K
DWP
836
Destiny Wealth Partners
Florida
$27.8K
BWAM
837
Boyd Watterson Asset Management
Ohio
$27.4K +$26K +448 New
HCM
838
Highlander Capital Management
New Jersey
$27K
SWA
839
SOA Wealth Advisors
New York
$26.3K
RAM
840
Riggs Asset Management
Pennsylvania
$26K -$5.8K -100 -19%
BAM
841
Bellevue Asset Management
Washington
$24.9K +$58 +1 +0.2%
FWM
842
Focused Wealth Management
New York
$24.9K +$116 +2 +0.5%
CS
843
Comerica Securities
Michigan
$24.6K +$23.3K +402 New
HI
844
Harbour Investments
Wisconsin
$24.5K +$9K +155 +63%
WT
845
Washington Trust
Rhode Island
$24.5K
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.5K
CWP
847
Concord Wealth Partners
Virginia
$24.5K +$23.2K +400 New
MS
848
Marshall & Sullivan
Washington
$24.1K +$22.9K +394 New
BSWA
849
Bromfield Sneider Wealth Advisors
Massachusetts
$23.8K
CAL
850
Capital Advisors Ltd
Ohio
$22K +$34K +585 +1,026%

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.