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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
BlackRock
1
BlackRock
New York
$3.44B -$140M -2,307,354 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.83B +$30.3M +499,570 +1%
State Street
3
State Street
Massachusetts
$1.88B -$56M -923,778 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.45B +$220M +3,635,609 +19%
Capital Research Global Investors
5
Capital Research Global Investors
California
$971M -$45.9M -757,524 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$639M +$13.4M +221,305 +2%
Invesco
7
Invesco
Georgia
$598M -$11.4M -188,936 -2%
Legal & General Group
8
Legal & General Group
United Kingdom
$426M +$4.33M +71,415 +1%
Capital World Investors
9
Capital World Investors
California
$398M +$111K +1,834 +0%
Northern Trust
10
Northern Trust
Illinois
$395M +$4M +65,981 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$346M -$22.1M -364,537 -6%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$345M -$17.4M -286,520 -5%
Morgan Stanley
13
Morgan Stanley
New York
$340M +$22.8M +376,601 +7%
CIA
14
ClearBridge Investments (Australia)
Australia
$328M +$5.28M +87,249 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$319M -$22.2M -366,682 -7%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$255M +$14.4M +237,337 +6%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$249M -$500K -8,262 -0.2%
Bank of America
18
Bank of America
North Carolina
$214M +$34.8M +574,681 +20%
Norges Bank
19
Norges Bank
Norway
$194M +$48.5M +800,520 +35%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$193M -$11.1M -183,696 -6%
Ameriprise
21
Ameriprise
Minnesota
$181M -$76M -1,254,400 -30%
Goldman Sachs
22
Goldman Sachs
New York
$177M -$8.26M -136,436 -5%
Charles Schwab
23
Charles Schwab
California
$172M +$1.11M +18,374 +0.7%
UBS AM
24
UBS AM
Illinois
$155M +$1.31M +21,589 +0.9%
Cohen & Steers
25
Cohen & Steers
New York
$154M +$135M +2,228,183 +908%

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.