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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
IGWM
826
ICA Group Wealth Management
Colorado
$31.2K
AIP
827
Ahrens Investment Partners
Louisiana
$31.2K +$30.3K +500 New
CAL
828
Capital Analysts LLC
Pennsylvania
$31K
FDCC
829
Foster Dykema Cabot & Co
Massachusetts
$31K +$30.3K +500 New
FCT
830
First Community Trust
Iowa
$29.4K
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.1K +$3.03K +50 +13%
Loomis, Sayles & Company
832
Loomis, Sayles & Company
Massachusetts
$28K -$75.4K -1,244 -73%
BWAM
833
Boyd Watterson Asset Management
Ohio
$28K
HCM
834
Highlander Capital Management
New Jersey
$27K
SWA
835
SOA Wealth Advisors
New York
$26.9K
RAM
836
Riggs Asset Management
Pennsylvania
$26.5K
BAM
837
Bellevue Asset Management
Washington
$25.7K +$61 +1 +0.2%
WT
838
Washington Trust
Rhode Island
$25K
CWP
839
Concord Wealth Partners
Virginia
$25K
CWM
840
Cranbrook Wealth Management
Michigan
$25K +$24.2K +400 New
CA
841
Clearstead Advisors
Ohio
$24.7K +$2.91K +48 +14%
BWS
842
Buck Wealth Strategies
Colorado
$24.4K +$23.6K +390 New
BSWA
843
Bromfield Sneider Wealth Advisors
Massachusetts
$24.2K
CAC
844
Core Alternative Capital
Georgia
$22.9K +$2.18K +36 +11%
CAL
845
Capital Advisors Ltd
Ohio
$22K -$17.8K -294 -46%
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$21.3K +$15.1K +249 +271%
BWM
847
Baystate Wealth Management
Massachusetts
$20.9K +$182 +3 +0.9%
PP
848
PFS Partners
New Jersey
$20.6K
JWM
849
Janiczek Wealth Management
Colorado
$20.4K -$1.03K -17 -5%
FSWA
850
Financial Synergies Wealth Advisors
Texas
$20.2K +$19.3K +318 +5,300%

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.