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Public Service Enterprise Group
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Overview Fund Activity

1,071 hedge funds and large institutions have $27.4B invested in Public Service Enterprise Group in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+58
Holders Change %
+5.73%
% of All Funds
15.58%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
154
Increased
401
Reduced
334
Closed
80
Calls
$144M
Puts
$35.9M
Net Calls
+$108M
Net Calls Change
-$33.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$533M
2
RJA
2
Raymond James & Associates
Florida
$163M
3
Ameriprise
3
Ameriprise
Minnesota
$524M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$333M
5
SSM
5
Sound Shore Management
Connecticut
$71.3M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$107M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$34.4M
3
BlackRock
3
BlackRock
New York
$3.92B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.81B
5
State Street
5
State Street
Massachusetts
$1.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
1051
Red Tortoise LLC
Georgia
$3.17K – – –
AF
1052
Advisornet Financial
Minnesota
$3.1K +$1.11K +15 +56%
PCM
1053
Penserra Capital Management
California
$3K – – –
CSWM
1054
Cassady Schiller Wealth Management
Ohio
$2.87K – – –
PA
1055
Pineridge Advisors
Missouri
$2.73K – – –
DPW
1056
DiNuzzo Private Wealth
Pennsylvania
$2.65K +$442 +6 +20%
FW
1057
Fairway Wealth
Ohio
$2.51K +$2.51K +34 New
SIC
1058
SJS Investment Consulting
Ohio
$2.43K – – –
GFPC
1059
Global Financial Private Client
Florida
$2.36K – – –
AFWM
1060
Abich Financial Wealth Management
Virginia
$2.21K -$138K -1,877 -98%
SL
1061
Salomon & Ludwin
Virginia
$2.21K -$41.3K -560 -95%
SGC
1062
Slocum, Gordon & Co
Rhode Island
$1.84K +$1.84K +25 New
VWA
1063
Valued Wealth Advisors
Utah
$1.77K – – –
CAC
1064
Core Alternative Capital
Georgia
$1.7K – – –
MWM
1065
Mascoma Wealth Management
New Hampshire
$1.62K +$1.62K +22 New
ETS
1066
ESL Trust Services
New York
$1.47K +$1.47K +20 New
TFM
1067
TFC Financial Management
Massachusetts
$1.4K +$147 +2 +12%
TCA
1068
Trifecta Capital Advisors
Illinois
$1.33K – – –
TWD
1069
True Wealth Design
Ohio
$1.25K +$221 +3 +21%
WA
1070
WestEnd Advisors
North Carolina
$516 -$74 -1 -13%
WWM
1071
Wolff Wiese Magana
California
$369 +$369 +5 New
HWP
1072
Highline Wealth Partners
California
$221 +$221 +3 New
DWM
1073
Dogwood Wealth Management
Kansas
$5 -$4 – –
CIMLRA
1074
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$21.5M -321,700 Closed
GCM
1075
Greenland Capital Management
New York
– -$16.4M -244,896 Closed
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43
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