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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
C
851
Covestor
United Kingdom
$20K +$121 +2 +0.6%
HGERS
852
Householder Group Estate & Retirement Specialist
Arizona
$20K +$19K +314 New
PCFFS
853
Pacific Center for Financial Services
California
$19.6K +$19K +314 New
FMP
854
Financial Management Professionals
Texas
$19K -$1.57K -26 -8%
CFFP
855
Center for Financial Planning
Michigan
$18.7K +$18.2K +300 New
SC
856
SouthState Corp
Florida
$18.5K
SS
857
Sunbelt Securities
Texas
$18.3K +$17.9K +296 New
Commonwealth Equity Services
858
Commonwealth Equity Services
Massachusetts
$16.7K -$696K -11,485 -4%
KLWA
859
Kelly Lawrence W & Associates
California
$16.7K
ZB
860
Zions Bancorporation
Utah
$16.4K -$3.39K -56 -18%
MFT
861
Moisand Fitzgerald Tamayo
Florida
$15.9K
SIS
862
Sound Income Strategies
Florida
$15.8K
APC
863
Aspire Private Capital
North Carolina
$15.7K -$5.27K -87 -26%
PB
864
Pinnacle Bancorp
Nebraska
$14.6K
FP
865
Financial Perspectives
Minnesota
$13.1K
SWA
866
Sutton Wealth Advisors
Florida
$12.9K -$363 -6 -3%
AA
867
Ancora Advisors
Ohio
$12.7K
AWM
868
Accel Wealth Management
Iowa
$12.5K
EAM
869
Eukles Asset Management
Ohio
$12.5K
IFAM
870
Institutional & Family Asset Management
Colorado
$12.5K
CWC
871
Carolinas Wealth Consulting
North Carolina
$12.4K +$61 +1 +0.5%
PPC
872
Park Place Capital
Alabama
$12.3K -$1.21K -20 -9%
GWSG
873
GPS Wealth Strategies Group
Colorado
$12.2K +$11.8K +195 New
TWA
874
TCI Wealth Advisors
Arizona
$12.1K -$61 -1 -0.5%
BIA
875
Bell Investment Advisors
California
$11.5K +$2.3K +38 +26%

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.