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Public Service Enterprise Group

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: 68 (+2)

13% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 326

4% more funds holding

Funds holding: 959997 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.31B -$198M -2,986,974 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.06B +$76.7M +1,159,331 +3%
State Street
3
State Street
Massachusetts
$2.15B +$150M +2,264,629 +8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.82B +$208M +3,144,006 +14%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$787M -$678M -10,247,580 -48%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$665M -$7M -105,671 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$544M -$37.2M -561,480 -7%
Capital World Investors
8
Capital World Investors
California
$536M -$41.9M -633,371 -8%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$459M -$218M -3,292,329 -34%
Northern Trust
10
Northern Trust
Illinois
$422M +$4.82M +72,773 +1%
Legal & General Group
11
Legal & General Group
United Kingdom
$392M -$18.5M -279,150 -5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$382M +$40.4M +609,645 +13%
Invesco
13
Invesco
Georgia
$326M -$12M -180,933 -4%
Ameriprise
14
Ameriprise
Minnesota
$313M +$125M +1,891,916 +73%
CIA
15
ClearBridge Investments (Australia)
Australia
$297M +$28.7M +432,908 +11%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$288M +$3.3M +49,906 +1%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$265M -$2.65M -39,992 -1%
Bank of America
18
Bank of America
North Carolina
$261M -$23.7M -357,719 -9%
PAMS
19
Pictet Asset Management (Switzerland)
Switzerland
$258M -$5.29M -79,844 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$252M -$27.3M -412,428 -10%
Goldman Sachs
21
Goldman Sachs
New York
$192M +$48.5M +732,338 +36%
Jennison Associates
22
Jennison Associates
New York
$191M +$16.4M +248,469 +10%
Charles Schwab
23
Charles Schwab
California
$185M +$5.69M +86,006 +3%
Federated Hermes
24
Federated Hermes
Pennsylvania
$185M +$804K +12,147 +0.5%
DPIM
25
Duff & Phelps Investment Management
Illinois
$175M +$3.62M +54,702 +2%

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.