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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
CPA
326
Court Place Advisors
Maryland
$1.77M -$48.7K -793 -3%
CII
327
Capital International Inc
California
$1.76M +$1.04M +16,992 +144%
GLR
328
Great Lakes Retirement
Ohio
$1.75M +$15.4K +251 +0.9%
EF
329
Empowered Funds
Pennsylvania
$1.75M +$890K +14,491 +103%
WMA
330
Wealth Management Associates
New Jersey
$1.75M -$1.78K -29 -0.1%
Parallax Volatility Advisers
331
Parallax Volatility Advisers
California
$1.72M +$1.72M +28,068 New
VI
332
Versor Investments
New York
$1.71M +$372K +6,053 +28%
TIAA Trust, National Association
333
TIAA Trust, National Association
North Carolina
$1.7M +$134K +2,183 +9%
BAMF
334
BI Asset Management Fondsmaeglerselskab
Denmark
$1.69M +$519K +8,449 +44%
SPIA
335
Steward Partners Investment Advisory
New York
$1.69M -$34.2K -556 -2%
SWA
336
Stratos Wealth Advisors
Ohio
$1.66M -$73.1K -1,189 -4%
CGH
337
Crossmark Global Holdings
Texas
$1.63M -$7.68K -125 -0.5%
Envestnet Portfolio Solutions
338
Envestnet Portfolio Solutions
Illinois
$1.62M +$786K +12,795 +94%
CAM
339
Cresset Asset Management
Illinois
$1.62M +$185K +3,018 +13%
SG Americas Securities
340
SG Americas Securities
New York
$1.6M -$1.12M -18,272 -41%
SWS
341
SYSTM Wealth Solutions
Illinois
$1.6M +$76.3K +1,241 +5%
AAMA
342
Advanced Asset Management Advisors
Ohio
$1.59M -$24.3K -396 -1%
NMERB
343
New Mexico Educational Retirement Board
New Mexico
$1.59M
ADL
344
Asset Dedication LLC
California
$1.58M -$24.6K -401 -2%
BMCM
345
Bryn Mawr Capital Management
Pennsylvania
$1.56M +$482K +7,837 +44%
BOSSRA
346
B.O.S.S. Retirement Advisors
Utah
$1.55M -$171K -2,782 -10%
PAS
347
Park Avenue Securities
New York
$1.55M +$709K +11,543 +84%
BPA
348
Beacon Pointe Advisors
California
$1.53M -$113K -1,837 -7%
OPA
349
Old Port Advisors
Maine
$1.53M -$86.9K -1,414 -5%
BMSSC
350
B. Metzler seel. Sohn & Co
Germany
$1.48M +$574K +9,338 +63%

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.