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Public Service Enterprise Group

926 hedge funds and large institutions have $20.9B invested in Public Service Enterprise Group in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $12.1M

9% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 89

2% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 324

0.61% more ownership

Funds ownership: 73.04%73.65% (+0.61%)

1% less funds holding

Funds holding: 934926 (-8)

8% less capital invested

Capital invested by funds: $22.8B → $20.9B (-$1.88B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
926
Holders Change
-8
Holders Change %
-0.86%
% of All Funds
14.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
97
Increased
329
Reduced
324
Closed
89
Calls
$30.9M
Puts
$12.1M
Net Calls
+$18.8M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Sutton Wealth Advisors
Florida
$18.5K +$7.25K +118 +57%
JWM
852
Janiczek Wealth Management
Colorado
$18.3K
HGERS
853
Householder Group Estate & Retirement Specialist
Arizona
$18.2K +$19.7K +320 New
C
854
Covestor
United Kingdom
$18K -$8.66K -141 -31%
SR
855
Syntax Research
Florida
$17.9K +$19.4K +315 New
BWP
856
Baldwin Wealth Partners
Massachusetts
$17.9K
PCFFS
857
Pacific Center for Financial Services
California
$17.9K
FWM
858
Focused Wealth Management
New York
$17.4K
SS
859
Sunbelt Securities
Texas
$16.9K
DGAM
860
Desjardins Global Asset Management
Quebec, Canada
$16.2K -$388K -6,321 -96%
MFT
861
Moisand Fitzgerald Tamayo
Florida
$14.5K
NA
862
Nordwand Advisors
Pennsylvania
$14.2K +$15.4K +250 New
ZB
863
Zions Bancorporation
Utah
$13.9K
SIS
864
Sound Income Strategies
Florida
$13.3K -$3.01K -49 -17%
CFFP
865
Center for Financial Planning
Michigan
$13.1K +$14.1K +230 New
GBT
866
Grove Bank & Trust
Florida
$12.7K -$6.21K -101 -31%
PPC
867
Park Place Capital
Alabama
$12.6K +$1.54K +25 +13%
CWC
868
Carolinas Wealth Consulting
North Carolina
$12.5K +$61 +1 +0.5%
APC
869
Aspire Private Capital
North Carolina
$11.9K -$614 -10 -5%
FP
870
Financial Perspectives
Minnesota
$11.9K
EAM
871
Eukles Asset Management
Ohio
$11.4K
IFAM
872
Institutional & Family Asset Management
Colorado
$11.4K
DFA
873
DHJJ Financial Advisors
Illinois
$11.1K +$12K +195 New
BC
874
Bartlett & Co
Ohio
$11K
BIA
875
Bell Investment Advisors
California
$10.6K -$2.83K -46 -20%