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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
JWM
851
Janiczek Wealth Management
Colorado
$21.3K -$23.2K -399 -54%
CA
852
Clearstead Advisors
Ohio
$21.3K +$1.63K +28 +9%
APC
853
Aspire Private Capital
North Carolina
$20.8K -$871 -15 -4%
TWA
854
Tandem Wealth Advisors
Arizona
$20.7K +$19.6K +338 New
PP
855
PFS Partners
New Jersey
$20.2K
CAC
856
Core Alternative Capital
Georgia
$20.2K
C
857
Covestor
United Kingdom
$20K -$89.5K -1,542 -83%
FMP
858
Financial Management Professionals
Texas
$20K
BWM
859
Baystate Wealth Management
Massachusetts
$20K +$116 +2 +0.6%
O
860
Ossiam
France
$20K -$135K -2,321 -88%
ZB
861
Zions Bancorporation
Utah
$19.5K +$6.04K +104 +48%
VF
862
VitalStone Financial
Texas
$19K +$17.8K +307 New
SC
863
SouthState Corp
Florida
$18.1K -$929 -16 -5%
LAM
864
Lakewood Asset Management
Illinois
$18K +$17.5K +301 New
KLWA
865
Kelly Lawrence W & Associates
California
$16.4K
MFT
866
Moisand Fitzgerald Tamayo
Florida
$15.6K +$5.34K +92 +56%
SIS
867
Sound Income Strategies
Florida
$15.5K
CT
868
Colonial Trust
South Carolina
$14.7K +$13.8K +238 New
PB
869
Pinnacle Bancorp
Nebraska
$14K
HCM
870
Hollencrest Capital Management
California
$13.5K +$12.8K +220 New
SWA
871
Sutton Wealth Advisors
Florida
$13.1K -$1.16K -20 -9%
PPC
872
Park Place Capital
Alabama
$13K +$12.6K +217 New
FP
873
Financial Perspectives
Minnesota
$12.8K
IFAM
874
Institutional & Family Asset Management
Colorado
$12.3K -$2.79K -48 -19%
AWM
875
Accel Wealth Management
Iowa
$12.3K

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.