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Public Service Enterprise Group

1,171 hedge funds and large institutions have $33.3B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 412 increasing their positions, 392 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $241M | Put options by funds: $44.7M

173% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 59

21% more capital invested

Capital invested by funds: $27.4B → $33.3B (+$5.82B)

9% more funds holding

Funds holding: 1,0781,171 (+93)

5% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 392

0.14% more ownership

Funds ownership: 74.75%74.9% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,171
Holders Change
+93
Holders Change %
+8.63%
% of All Funds
16.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
412
Reduced
392
Closed
59
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$7M +$159K +1,996 +3%
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$6.99M -$3.64M -45,580 -37%
IEFM
228
IQ EQ Fund Management
Ireland
$6.93M +$332K +4,160 +6%
CM
229
Caption Management
Oklahoma
$6.9M +$6.1M +76,400 +7,640%
SIA
230
Sit Investment Associates
Minnesota
$6.81M +$5.85M +73,245 +2,363%
X
231
Xponance
Pennsylvania
$6.75M +$628K +7,871 +12%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$6.69M -$1.29M -16,200 -18%
PPL
233
PATRIZIA Pty Ltd
Australia
$6.61M -$401K -5,024 -6%
NYLIM
234
New York Life Investment Management
New York
$6.55M -$183K -2,290 -3%
IMPI
235
Ilmarinen Mutual Pension Insurance
Finland
$6.42M -$1.52M -19,000 -21%
AF
236
Apexium Financial
Texas
$6.24M +$43.9K +550 +0.8%
FIA
237
Foundations Investment Advisors
Arizona
$6.15M +$698K +8,745 +15%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$6.11M -$958 -12 -0%
MPM
239
Meritage Portfolio Management
Kansas
$6.09M -$137K -1,719 -2%
CICC
240
Capital Investment Counsel (Colorado)
Colorado
$6.06M +$1.72M +21,589 +47%
CB
241
Community Bank
New York
$6.04M -$219K -2,745 -4%
CWM
242
CIBC World Markets
New York
$6.03M +$277K +3,470 +5%
SMDAM
243
Sumitomo Mitsui DS Asset Management
Japan
$6.02M +$330K +4,133 +7%
US Bancorp
244
US Bancorp
Minnesota
$5.96M +$149K +1,873 +3%
RAM
245
RWC Asset Management
United Kingdom
$5.95M +$5.32M +66,649 New
ProShare Advisors
246
ProShare Advisors
Maryland
$5.9M -$489K -6,132 -8%
KIA
247
KCM Investment Advisors
California
$5.82M -$167K -2,090 -3%
Marshall Wace
248
Marshall Wace
United Kingdom
$5.82M -$12.5M -156,866 -71%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$5.71M -$8.61M -107,824 -63%
CS
250
Candriam SCA
Luxembourg
$5.68M +$2.39K +30 +0%

PEG Hedge Fund Activity: Q3 2024 in Review

1,171 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2024, worth a combined $33.3B — up 21% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PEG positions and 59 closed out — a net gain of 102 holders — while 412 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $562M.

  • 1,171 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,078 in Q2 2024.
  • Funds reported $33.3B of Public Service Enterprise Group stock for Q3 2024, up 21% quarter-over-quarter.
  • 161 funds opened new Public Service Enterprise Group positions in Q3 2024 and 59 closed out, a net change of +102 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2024 was Bank of America, an estimated $594M added.
  • The largest Public Service Enterprise Group seller in Q3 2024 was JP Morgan Chase, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2024.