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Public Service Enterprise Group

943 hedge funds and large institutions have $22.3B invested in Public Service Enterprise Group in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 335 increasing their positions, 320 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $15.6M

88% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 64

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12% more capital invested

Capital invested by funds: $20B → $22.3B (+$2.31B)

4% more funds holding

Funds holding: 906943 (+37)

5% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 320

0.66% more ownership

Funds ownership: 71.3%71.96% (+0.66%)

Holders
943
Holders Change
+37
Holders Change %
+4.08%
% of All Funds
15.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
120
Increased
335
Reduced
320
Closed
64
Calls
$90.8M
Puts
$15.6M
Net Calls
+$75.2M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.52B +$172M +2,957,444 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.75B +$27.7M +476,571 +1%
State Street
3
State Street
Massachusetts
$1.9B -$33.4M -574,569 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.2B +$725M +12,488,284 +175%
Capital Research Global Investors
5
Capital Research Global Investors
California
$999M -$620M -10,677,771 -40%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$614M +$12.2M +210,416 +2%
Invesco
7
Invesco
Georgia
$598M +$27.5M +473,999 +5%
AWA
8
Arete Wealth Advisors
Illinois
$425M +$76.9K +1,325 +24%
Legal & General Group
9
Legal & General Group
United Kingdom
$414M -$5.9M -101,707 -1%
Capital World Investors
10
Capital World Investors
California
$391M
Northern Trust
11
Northern Trust
Illinois
$383M +$11.4M +195,779 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$361M -$14.6M -250,869 -4%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$360M +$115M +1,978,928 +51%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$336M -$14.2M -244,651 -4%
CIA
15
ClearBridge Investments (Australia)
Australia
$316M -$19.4M -334,084 -6%
Morgan Stanley
16
Morgan Stanley
New York
$311M +$15.4M +264,471 +6%
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$276M +$189M +3,252,500 +260%
Ameriprise
18
Ameriprise
Minnesota
$255M -$912K -15,717 -0.4%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$245M -$24M -412,753 -9%
PAMS
20
Pictet Asset Management (Switzerland)
Switzerland
$236M -$3.49M -60,151 -2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$201M -$12.8M -220,338 -6%
Goldman Sachs
22
Goldman Sachs
New York
$182M -$73.9M -1,273,037 -30%
Bank of America
23
Bank of America
North Carolina
$175M -$31.2M -537,501 -16%
Charles Schwab
24
Charles Schwab
California
$168M +$3.58M +61,642 +2%
UBS AM
25
UBS AM
Illinois
$151M +$9.77M +168,342 +7%

PEG Hedge Fund Activity: Q4 2022 in Review

943 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2022, worth a combined $22.3B — up 12% from $20B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new PEG positions and 64 closed out — a net gain of 56 holders — while 335 added to existing stakes and 320 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $725M. The largest seller was Capital Research Global Investors, cutting an estimated $620M.

  • 943 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2022, up from 906 in Q3 2022.
  • Funds reported $22.3B of Public Service Enterprise Group stock for Q4 2022, up 12% quarter-over-quarter.
  • 120 funds opened new Public Service Enterprise Group positions in Q4 2022 and 64 closed out, a net change of +56 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2022 was JP Morgan Chase, an estimated $725M added.
  • The largest Public Service Enterprise Group seller in Q4 2022 was Capital Research Global Investors, an estimated $620M sold.

Based on aggregated 13F filings for Q4 2022.