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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
BCWM
876
Bartlett & Co Wealth Management
Ohio
$10.5K
AA
877
Ancora Advisors
Ohio
$10K
WWP
878
WR Wealth Planners
Missouri
$9.68K
ATC
879
Adirondack Trust Company
New York
$8.82K
CBT
880
Central Bank & Trust
Kentucky
$8.25K
CFD
881
Creative Financial Designs
Indiana
$8.17K +$123 +2 +1%
OC
882
Oakworth Capital
Alabama
$8.14K
HF
883
Halpern Financial
Virginia
$7.63K +$8.23K +134 New
CLOS
884
Compagnie Lombard Odier SCmA
Switzerland
$7.4K -$66.7K -1,086 -89%
PB
885
Pinnacle Bancorp
Nebraska
$6.89K
CAM
886
Costello Asset Management
Pennsylvania
$6.03K
CT
887
Clearstead Trust
Maine
$5.69K
1832 Asset Management
888
1832 Asset Management
Ontario, Canada
$5.69K +$6.14K +100 New
RTL
889
Red Tortoise LLC
Georgia
$5.63K
CIA
890
Cape Investment Advisory
Georgia
$5.3K -$1.48K -24 -21%
RFG
891
RFP Financial Group
Georgia
$5.18K
SFG
892
Steward Financial Group
Texas
$5K +$6.33K +103 New
AWM
893
Abound Wealth Management
Tennessee
$4.28K
CMP
894
Coston McIsaac & Partners
Maine
$4K
OP
895
ORG Partners
Indiana
$3.89K -$61 -1 -1%
VCM
896
Versant Capital Management
Arizona
$3.47K
DAM
897
Delta Asset Management
Tennessee
$3.42K
ANBT
898
American National Bank & Trust
Texas
$3.3K
DIP
899
DT Investment Partners
Pennsylvania
$3.24K
CAM
900
Chesapeake Asset Management
New York
$3.07K