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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
WB
976
West Bancorporation
Iowa
-$217K -3,535 Closed
FWCM
977
Ferguson Wellman Capital Management
Oregon
-$211K -3,442 Closed
AL
978
Aspiriant LLC
California
-$209K -3,414 Closed
SWM
979
SFG Wealth Management
Maryland
-$209K -3,405 Closed
PFM
980
Patton Fund Management
Texas
-$208K -3,394 Closed
SIM
981
Sentry Investment Management
Wisconsin
-$204K -3,332 Closed
PD
982
Planning Directions
Pennsylvania
-$204K -3,328 Closed
TW
983
Towerpoint Wealth
California
-$201K -3,282 Closed
Group One Trading
984
Group One Trading
Illinois
-$172K -2,833 Closed
MWM
985
MinichMacGregor Wealth Management
New York
-$80.7K -1,317 Closed
GPI
986
General Partner Inc
Pennsylvania
-$74.1K -1,210 Closed
HNWAG
987
High Net Worth Advisory Group
Florida
-$61.3K -1,000 Closed
USCWA
988
U.S. Capital Wealth Advisors
Texas
-$50.1K -817 Closed
RBC
989
Romano Brothers & Co
Illinois
-$30.4K -496 Closed
DWP
990
Destiny Wealth Partners
Florida
-$27.8K -453 Closed
CS
991
Comerica Securities
Michigan
-$24.6K -402 Closed
MS
992
Marshall & Sullivan
Washington
-$24.1K -394 Closed
TWA
993
Tandem Wealth Advisors
Arizona
-$20.7K -338 Closed
VF
994
VitalStone Financial
Texas
-$19K -307 Closed
LAM
995
Lakewood Asset Management
Illinois
-$18K -301 Closed
HCM
996
Hollencrest Capital Management
California
-$13.5K -220 Closed
PSB
997
Piscataqua Savings Bank
New Hampshire
-$9.44K -154 Closed
MCC
998
Money Concepts Capital
Florida
-$8.83K -144 Closed
1832 Asset Management
999
1832 Asset Management
Ontario, Canada
-$7.96K -130 Closed
FGAM
1000
Financial Gravity Asset Management
Texas
-$594 -61 Closed

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.