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Public Service Enterprise Group

906 hedge funds and large institutions have $20B invested in Public Service Enterprise Group in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 375 increasing their positions, 285 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $30.7M

32% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 285

0.6% more ownership

Funds ownership: 70.7%71.3% (+0.6%)

4% less funds holding

Funds holding: 941906 (-35)

10% less capital invested

Capital invested by funds: $22.3B → $20B (-$2.3B)

24% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 86

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
906
Holders Change
-35
Holders Change %
-3.72%
% of All Funds
15.61%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
65
Increased
375
Reduced
285
Closed
86
Calls
$73.9M
Puts
$30.7M
Net Calls
+$43.3M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.06B +$166M +2,576,034 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.49B +$34.4M +534,812 +1%
State Street
3
State Street
Massachusetts
$1.78B +$23.7M +368,768 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.52B -$119M -1,851,470 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$552M +$12.4M +191,817 +2%
Invesco
6
Invesco
Georgia
$522M +$124M +1,930,713 +26%
JP Morgan Chase
7
JP Morgan Chase
New York
$402M -$2.08M -32,225 -0.4%
Legal & General Group
8
Legal & General Group
United Kingdom
$385M -$7.16M -111,264 -2%
Capital World Investors
9
Capital World Investors
California
$359M -$53.7K -834 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$346M -$5.75M -89,335 -1%
Northern Trust
11
Northern Trust
Illinois
$341M -$919K -14,276 -0.2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$322M +$27.6M +428,853 +8%
CIA
13
ClearBridge Investments (Australia)
Australia
$309M +$38.2M +592,617 +12%
Morgan Stanley
14
Morgan Stanley
New York
$270M +$10.9M +169,896 +4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$248M +$13.7M +213,138 +5%
Goldman Sachs
16
Goldman Sachs
New York
$238M +$9.47M +147,009 +4%
Ameriprise
17
Ameriprise
Minnesota
$235M -$16.4M -254,890 -6%
PAMS
18
Pictet Asset Management (Switzerland)
Switzerland
$220M +$17.9M +277,397 +8%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$219M -$10.8M -168,038 -4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$197M -$12.1M -187,135 -5%
Bank of America
21
Bank of America
North Carolina
$191M -$13.1M -203,271 -6%
Citadel Advisors
22
Citadel Advisors
Florida
$185M +$40.1M +622,015 +23%
N
23
Nuveen
North Carolina
$153M +$4.5M +69,905 +3%
Charles Schwab
24
Charles Schwab
California
$151M +$4.05M +62,874 +2%
DPIM
25
Duff & Phelps Investment Management
Illinois
$132M -$3.11M -48,309 -2%

PEG Hedge Fund Activity: Q3 2022 in Review

906 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2022, worth a combined $20B — down 10% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PEG and 65 opened new positions — a net loss of 21 holders — while 285 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $166M. The largest seller was Millennium Management, cutting an estimated $141M.

  • 906 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2022, down from 941 in Q2 2022.
  • Funds reported $20B of Public Service Enterprise Group stock for Q3 2022, down 10% quarter-over-quarter.
  • 65 funds opened new Public Service Enterprise Group positions in Q3 2022 and 86 closed out, a net change of -21 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2022 was BlackRock, an estimated $166M added.
  • The largest Public Service Enterprise Group seller in Q3 2022 was Millennium Management, an estimated $141M sold.

Based on aggregated 13F filings for Q3 2022.