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Public Service Enterprise Group
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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: 4 → 6 (+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: 943 → 930 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$220M
2
Cohen & Steers
Cohen & Steers
New York
+$135M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$71.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$57.6M
5
Norges Bank
Norges Bank
Norway
+$48.5M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$276M
2
BlackRock
BlackRock
New York
-$140M
3
Ameriprise
Ameriprise
Minnesota
-$76M
4
State Street
State Street
Massachusetts
-$56M
5
ZP
Zimmer Partners
New York
-$46.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
901
American National Bank & Trust
Texas
$3.62K – – –
DIP
902
DT Investment Partners
Pennsylvania
$3.6K – – –
BAAM
903
Baker Avenue Asset Management
California
$3.56K +$1.21K +20 +54%
CAM
904
Chesapeake Asset Management
New York
$3.37K +$3.27K +54 New
BONH
905
Bank of New Hampshire
New Hampshire
$3.12K -$3.03K -50 -50%
LF
906
Lee Financial
Texas
$3.06K -$545 -9 -16%
KFP
907
KB Financial Partners
New Jersey
$3K – – –
HS
908
Horan Securities
United States
$2.69K – – –
CWA
909
Clearview Wealth Advisors
Oregon
$2.28K – – –
BCWM
910
Bartlett & Co Wealth Management
Ohio
$2.19K – – –
PCM
911
Pointe Capital Management
Michigan
$2.19K +$2.12K +35 New
ETC
912
Exchange Traded Concepts
Oklahoma
$2.12K +$363 +6 +21%
BC
913
Bartlett & Co
Ohio
$2K – – –
GFPC
914
Global Financial Private Client
Florida
$1.96K – – –
CAC
915
Certified Advisory Corp
Florida
$1.87K +$1.82K +30 New
SIC
916
SJS Investment Consulting
Ohio
$1.69K -$121 -2 -7%
DI
917
Disciplined Investments
Oklahoma
$1.56K -$61 -1 -4%
RWPA
918
Richard W. Paul & Associates
Michigan
$1.37K -$61 -1 -4%
AP
919
Arlington Partners
Alabama
$1.37K +$1.33K +22 New
SSC
920
Syverson Strege & Co
Iowa
$1.31K +$1.27K +21 New
NSG
921
Nalls Sherbakoff Group
Tennessee
$1.18K +$1.15K +19 New
TCA
922
Trifecta Capital Advisors
Illinois
$1.13K – – –
TFM
923
TFC Financial Management
Massachusetts
$1.06K – – –
PCM
924
Penserra Capital Management
California
$1K -$3.34M -55,164 -100%
AW
925
Avion Wealth
Texas
$1K +$1.03K +17 New
35 36
37
38 39

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.