We are live on ! Find out more
PEG icon

Public Service Enterprise Group

1,007 hedge funds and large institutions have $22.7B invested in Public Service Enterprise Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 363 increasing their positions, 341 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 60

112% more call options, than puts

Call options by funds: $49.6M | Put options by funds: $23.4M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 9261,007 (+81)

8% more capital invested

Capital invested by funds: $20.9B → $22.7B (+$1.75B)

6% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 341

0.79% more ownership

Funds ownership: 73.65%74.44% (+0.79%)

Holders
1,007
Holders Change
+81
Holders Change %
+8.75%
% of All Funds
14.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
153
Increased
363
Reduced
341
Closed
60
Calls
$49.6M
Puts
$23.4M
Net Calls
+$26.2M
Net Calls Change
+$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
226
Intact Investment Management
Quebec, Canada
$4.15M
AGA
227
Altrinsic Global Advisors
Connecticut
$4.13M -$1.68M -27,323 -29%
PAM
228
Panagora Asset Management
Massachusetts
$3.99M +$270K +4,399 +7%
VI
229
Vestcor Inc
New Brunswick, Canada
$3.98M -$6.14K -100 -0.2%
AA
230
ALPS Advisors
Colorado
$3.97M -$64.2K -1,045 -2%
IMRF
231
Illinois Municipal Retirement Fund
Illinois
$3.95M +$2.41M +39,273 +155%
CWM
232
CIBC World Markets
New York
$3.92M +$2.25M +36,622 +133%
QCM
233
QRG Capital Management
Illinois
$3.92M +$329K +5,347 +9%
VWM
234
Valley Wealth Managers
New Jersey
$3.9M -$95.8K -1,559 -2%
BFG
235
Bleakley Financial Group
New Jersey
$3.89M +$15.5K +252 +0.4%
SS
236
Simplicity Solutions
Minnesota
$3.89M +$15.5K +252 +0.4%
X
237
Xponance
Pennsylvania
$3.88M -$44.6K -726 -1%
DILIC
238
Dai-ichi Life Insurance Company
Japan
$3.85M +$184K +3,000 +5%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$3.84M -$307K -4,996 -7%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$3.83M -$6.33K -103 -0.2%
FPB
241
First PREMIER Bank
South Dakota
$3.81M
BA
242
Bridgewater Associates
Connecticut
$3.65M +$1.95M +31,813 +114%
CS
243
Candriam SCA
Luxembourg
$3.61M +$106K +1,723 +3%
Bank of Nova Scotia
244
Bank of Nova Scotia
Ontario, Canada
$3.59M -$29.2M -474,625 -89%
Public Sector Pension Investment Board (PSP Investments)
245
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.58M -$3.55M -57,845 -50%
Lazard Asset Management
246
Lazard Asset Management
New York
$3.57M +$195K +3,168 +6%
Verition Fund Management
247
Verition Fund Management
Connecticut
$3.53M +$151K +2,457 +4%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$3.51M +$742K +12,076 +27%
US Bancorp
249
US Bancorp
Minnesota
$3.49M +$511K +8,321 +17%
EI
250
Ethic Inc
New York
$3.48M -$77.6K -1,263 -2%

PEG Hedge Fund Activity: Q4 2023 in Review

1,007 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2023, worth a combined $22.7B — up 8.3% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new PEG positions and 60 closed out — a net gain of 93 holders — while 363 added to existing stakes and 341 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $361M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 1,007 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2023, up from 926 in Q3 2023.
  • Funds reported $22.7B of Public Service Enterprise Group stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 153 funds opened new Public Service Enterprise Group positions in Q4 2023 and 60 closed out, a net change of +93 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2023 was Morgan Stanley, an estimated $361M added.
  • The largest Public Service Enterprise Group seller in Q4 2023 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2023.