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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
PCA
301
Peddock Capital Advisors
Massachusetts
$2.17M +$100K +1,634 +5%
QCM
302
Quantinno Capital Management
New York
$2.16M +$754K +12,265 +53%
AG
303
Ascent Group
Virginia
$2.13M +$332K +5,399 +18%
EH
304
Equitable Holdings
New York
$2.12M +$70.2K +1,142 +3%
AI
305
Arvest Investments
Arkansas
$2.11M +$2.12M +34,479 New
NCM
306
Neumann Capital Management
California
$2.09M
BRWA
307
B. Riley Wealth Advisors
Florida
$2.08M -$155K -2,522 -7%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$2.05M -$31.3K -510 -2%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$46.1K +750 +2%
FB
310
Fulton Bank
Pennsylvania
$2M -$234K -3,801 -10%
SAM
311
Shell Asset Management
Netherlands
$1.99M -$176K -2,861 -8%
SI
312
Stephens Inc
Arkansas
$1.99M +$58.8K +957 +3%
Allianz Asset Management
313
Allianz Asset Management
Germany
$1.99M -$675K -10,983 -25%
OSNBOA
314
Old Second National Bank of Aurora
Illinois
$1.98M -$77.6K -1,262 -4%
GEA
315
Glen Eagle Advisors
New Jersey
$1.97M -$15.3K -249 -0.8%
SAM
316
Securian Asset Management
Minnesota
$1.93M -$265K -4,308 -12%
FC
317
FORA Capital
Florida
$1.92M +$1.93M +31,460 New
LMIM
318
Lockheed Martin Investment Management
Maryland
$1.86M -$203K -3,300 -10%
Wealthfront Advisers
319
Wealthfront Advisers
California
$1.85M -$451K -7,341 -20%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$1.84M -$49.2K -800 -3%
CB
321
Cadence Bank
Mississippi
$1.84M -$22.9K -372 -1%
QIM
322
Quantitative Investment Management
Virginia
$1.82M +$1.83M +29,711 New
BCI
323
Brinker Capital Investments
Pennsylvania
$1.79M -$3.5K -57 -0.2%
OPS
324
Orion Portfolio Solutions
Nebraska
$1.79M -$3.5K -57 -0.2%
AIM
325
Aquila Investment Management
New York
$1.77M +$1.78M +29,000 New

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.