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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
276
Lazard Asset Management
New York
$3.23M -$614K -10,032 -17%
KPWS
277
Kestra Private Wealth Services
Texas
$3.16M -$11.1K -181 -0.4%
FAB
278
First American Bank
Illinois
$3.15M +$13.8K +225 +0.5%
CCT
279
Capital City Trust
Florida
$3.13M -$47K -767 -2%
KAS
280
Kestra Advisory Services
Texas
$3.12M -$24K -392 -0.8%
RWM
281
Rench Wealth Management
Texas
$3.11M +$59.8K +976 +2%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$3.1M +$247K +4,028 +9%
HWAM
283
Hennion & Walsh Asset Management
New Jersey
$3.08M -$185K -3,027 -6%
Fidelity International
284
Fidelity International
Bermuda
$3.07M -$154K -2,512 -5%
AAS
285
Avantax Advisory Services
Texas
$3.06M -$209K -3,410 -7%
EMPI
286
Elo Mutual Pension Insurance
Finland
$3.05M +$138K +2,260 +5%
FMWA
287
Forvis Mazars Wealth Advisors
Missouri
$3.03M +$74K +1,208 +3%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$2.96M +$248K +4,047 +10%
CB
289
Commerce Bank
Missouri
$2.91M -$50.2K -820 -2%
VPIM
290
Vanguard Personalized Indexing Management
California
$2.88M +$227K +3,713 +9%
CM
291
Crestline Management
Texas
$2.86M +$2.63M +42,900 New
OPERF
292
Oregon Public Employees Retirement Fund
Oregon
$2.85M +$227K +3,700 +10%
PA
293
Pinnacle Associates
New York
$2.82M -$183K -2,980 -7%
KBC Group
294
KBC Group
Belgium
$2.78M +$256K +4,175 +11%
EFMC
295
Empire Financial Management Company
New York
$2.77M
GIBU
296
Gulf International Bank (UK)
United Kingdom
$2.75M +$17.2K +281 +0.7%
JGUA
297
John G. Ullman & Associates
New York
$2.75M -$12.2K -200 -0.5%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M -$131K -2,145 -5%
AMG
299
Advisors Management Group
Wisconsin
$2.69M -$4.04K -66 -0.2%
MCM
300
McRae Capital Management
New Jersey
$2.65M +$2.12M +34,675 +682%

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.