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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
GFWA
876
Grey Fox Wealth Advisors
Delaware
$11.2K
PO
877
Private Ocean
California
$11K
CBT
878
Central Bank & Trust
Kentucky
$9.74K +$666 +11 +8%
ATC
879
Adirondack Trust Company
New York
$9.68K
ECG
880
Edge Capital Group
Georgia
$9.12K +$6.91K +114 +356%
CFD
881
Creative Financial Designs
Indiana
$8.8K +$61 +1 +0.7%
CT
882
Colonial Trust
South Carolina
$8.17K -$6.42K -106 -45%
CIA
883
Cape Investment Advisory
Georgia
$7.22K +$7.03K +116 New
CAM
884
Costello Asset Management
Pennsylvania
$6.62K +$6.42K +106 New
BLC
885
Brown, Lisle/Cummings
Rhode Island
$6.25K
CT
886
Clearstead Trust
Maine
$6.25K
OA
887
Operose Advisors
Wisconsin
$6.25K
RTL
888
Red Tortoise LLC
Georgia
$6.18K
LSA
889
Lansing Street Advisors
Pennsylvania
$6.09K +$61 +1 +1%
RFG
890
RFP Financial Group
Georgia
$5.68K
CA
891
Crewe Advisors
Utah
$4.87K
QL
892
Quarry LP
New York
$4.43K +$4.3K +71 New
VCM
893
Versant Capital Management
Arizona
$4.06K -$1.64K -27 -29%
CMP
894
Coston McIsaac & Partners
Maine
$4K
FCG
895
Financial Connections Group
California
$4K
OAJ
896
Ogorek Anthony Joseph
New York
$4K
AWM
897
Abound Wealth Management
Tennessee
$3.87K
EI
898
Ellevest Inc
New York
$3.87K +$3.75K +62 New
DAM
899
Delta Asset Management
Tennessee
$3.75K
SC
900
Schubert & Co
Texas
$3.75K +$969 +16 +36%

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.