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Public Service Enterprise Group
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997 hedge funds and large institutions have $24.7B invested in Public Service Enterprise Group in 2022 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 367 increasing their positions, 326 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $43.2M | Put options by funds: $23.7M

64% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 76

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

13% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 326

4% more funds holding

Funds holding: 959 → 997 (+38)

4% more capital invested

Capital invested by funds: $23.9B → $24.7B (+$886M)

0.42% less ownership

Funds ownership: 71.13% → 70.71% (-0.42%)

Holders
997
Holders Change
+38
Holders Change %
+3.96%
% of All Funds
15.73%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
125
Increased
367
Reduced
326
Closed
76
Calls
$43.2M
Puts
$23.7M
Net Calls
+$19.5M
Net Calls Change
-$16.8M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$208M
2
State Street
State Street
Massachusetts
+$150M
3
Ameriprise
Ameriprise
Minnesota
+$125M
4
Prudential Financial
Prudential Financial
New Jersey
+$83M
5
Marshall Wace
Marshall Wace
United Kingdom
+$79.9M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$678M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$218M
3
BlackRock
BlackRock
New York
-$198M
4
Cohen & Steers
Cohen & Steers
New York
-$117M
5
ClearBridge Investments
ClearBridge Investments
New York
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
976
Bartlett & Co Wealth Management
Ohio
$2.45K +$2.32K +35 New
GFPC
977
Global Financial Private Client
Florida
$2.27K – – –
LWMNY
978
Landmark Wealth Management (New York)
New York
$2.06K +$136K +2,058 New
AA
979
Ancora Advisors
Ohio
$2K – – –
SC
980
Schubert & Co
Texas
$2K +$463 +7 +29%
BCMLT
981
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K +$1.66K +25 New
CAC
982
Certified Advisory Corp
Florida
$2K +$1.99K +30 New
DI
983
Disciplined Investments
Oklahoma
$2K +$1.99K +30 New
BC
984
Bartlett & Co
Ohio
$2K +$2.32K +35 New
AIC
985
Archer Investment Corporation
Indiana
$1.15K – – –
AFG
986
Albion Financial Group
Utah
$1K -$1.26K -19 -50%
AA
987
Addison Advisors
Vermont
$1K – – –
CI
988
Carroll Investors
South Carolina
$1K – – –
LFG
989
Larson Financial Group
Missouri
$1K – – –
SC
990
Sierra Capital
Florida
$1K – – –
TFM
991
TFC Financial Management
Massachusetts
$1K – – –
GA
992
GoalVest Advisory
New York
$1K +$728 +11 New
CAL
993
Capital Advisors Ltd
Ohio
$1K +$861 +13 New
NDSI
994
Newman Dignan & Sheerar Inc
Rhode Island
$545 +$199 +3 +0%
BIM
995
Baldwin Investment Management
Pennsylvania
$203 +$192K +2,900 New
WIM
996
Westside Investment Management
California
$3 – – –
WC
997
Wexford Capital
Florida
– -$7.63K -114,390 Closed
ACI
998
AMP Capital Investors
Australia
– -$5.84M -87,508 Closed
PI
999
Putnam Investments
Massachusetts
– -$4.47M -67,061 Closed
Holocene Advisors
1000
Holocene Advisors
New York
– -$3.43M -51,449 Closed
38 39
40
41 42

PEG Hedge Fund Activity: Q1 2022 in Review

997 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2022, worth a combined $24.7B — up 3.7% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PEG positions and 76 closed out — a net gain of 49 holders — while 367 added to existing stakes and 326 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $208M. The largest seller was T. Rowe Price Associates, cutting an estimated $678M.

  • 997 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2022, up from 959 in Q4 2021.
  • Funds reported $24.7B of Public Service Enterprise Group stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 125 funds opened new Public Service Enterprise Group positions in Q1 2022 and 76 closed out, a net change of +49 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2022 was Capital Research Global Investors, an estimated $208M added.
  • The largest Public Service Enterprise Group seller in Q1 2022 was T. Rowe Price Associates, an estimated $678M sold.

Based on aggregated 13F filings for Q1 2022.