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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
DILIC
201
Dai-ichi Life Insurance Company
Japan
$4.74M
ProShare Advisors
202
ProShare Advisors
Maryland
$4.69M +$597K +9,858 +15%
PAG
203
Private Advisor Group
New Jersey
$4.59M -$21.6K -356 -0.5%
Creative Planning
204
Creative Planning
Kansas
$4.56M +$215K +3,554 +5%
MML Investors Services
205
MML Investors Services
Massachusetts
$4.5M -$229K -3,783 -5%
CS
206
Candriam SCA
Luxembourg
$4.49M -$32.4K -535 -0.7%
HFS
207
Hantz Financial Services
Michigan
$4.43M +$93.1K +1,537 +2%
AF
208
Apexium Financial
Texas
$4.42M +$606 +10 +0%
VWM
209
Valley Wealth Managers
New Jersey
$4.33M +$184K +3,032 +5%
IEFM
210
IQ EQ Fund Management
Ireland
$4.33M -$6.06K -100 -0.1%
EI
211
Ethic Inc
New York
$4.31M +$3.82M +63,084 +1,064%
Nomura Holdings
212
Nomura Holdings
Japan
$4.29M +$4.16M +68,622 New
IIM
213
Intact Investment Management
Quebec, Canada
$4.23M
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$4.14M -$566K -9,347 -12%
SS
215
Simplicity Solutions
Minnesota
$4.1M +$3.25M +53,639 +446%
BFG
216
Bleakley Financial Group
New Jersey
$4.1M -$18.5K -305 -0.5%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$4.08M -$1.11M -18,385 -22%
GIA
218
Gateway Investment Advisers
Ohio
$4.05M -$3.73M -61,545 -49%
FPB
219
First PREMIER Bank
South Dakota
$3.96M -$4.85K -80 -0.1%
AssetMark Inc
220
AssetMark Inc
California
$3.93M +$765K +12,635 +25%
X
221
Xponance
Pennsylvania
$3.87M -$2.32M -38,338 -38%
AAF
222
Andra AP-fonden
Sweden
$3.87M -$72.7K -1,200 -2%
NEI
223
Northwest & Ethical Investments
Ontario, Canada
$3.84M -$4.09M -67,574 -52%
ECM
224
Element Capital Management
New York
$3.83M +$3.72M +61,368 New
PAM
225
Panagora Asset Management
Massachusetts
$3.8M -$12.2M -201,353 -77%

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.