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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
BEI
276
Benjamin Edwards Inc
Missouri
$2.7M -$50.5K -821 -2%
EMPI
277
Elo Mutual Pension Insurance
Finland
$2.65M +$100K +1,632 +4%
SGCIA
278
Smith Graham & Co Investment Advisors
Texas
$2.65M -$272K -4,433 -9%
LPT
279
Legacy Private Trust
Wisconsin
$2.63M -$100K -1,631 -4%
TRSOTSOK
280
Teachers Retirement System of the State of Kentucky
Kentucky
$2.62M -$122K -1,991 -4%
TCM
281
Teza Capital Management
Illinois
$2.62M +$2.63M +42,835 New
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$2.6M +$158K +2,567 +6%
EFMC
283
Empire Financial Management Company
New York
$2.53M
JGUA
284
John G. Ullman & Associates
New York
$2.53M -$29.2K -475 -1%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$2.5M -$321K -5,220 -11%
AMG
286
Advisors Management Group
Wisconsin
$2.46M -$108K -1,763 -4%
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$2.46M +$2.47M +40,274 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$2.44M +$84.3K +1,371 +4%
KRS
289
Kentucky Retirement Systems
Kentucky
$2.44M +$56.8K +925 +2%
VPIM
290
Vanguard Personalized Indexing Management
California
$2.41M +$81.7K +1,329 +3%
GAM
291
Gotham Asset Management
New York
$2.4M +$8.97K +146 +0.4%
OPERF
292
Oregon Public Employees Retirement Fund
Oregon
$2.38M +$21K +342 +0.9%
M&T Bank
293
M&T Bank
New York
$2.34M -$64.5K -1,049 -3%
AI
294
Atria Investments
North Carolina
$2.33M -$18K -293 -0.8%
MSRPS
295
Maryland State Retirement & Pension System
Maryland
$2.32M
AT
296
Arvest Trust
Oklahoma
$2.3M -$180K -2,922 -7%
KBC Group
297
KBC Group
Belgium
$2.29M +$139K +2,259 +6%
KCFA
298
Key Client Fiduciary Advisors
New Jersey
$2.24M -$378K -6,158 -14%
PP
299
Prudential plc
United Kingdom
$2.22M
ASN
300
Advisory Services Network
Georgia
$2.2M -$343K -5,586 -13%

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.