We are live on ! Find out more
PEG icon

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
PI
351
PGGM Investments
Netherlands
$1.47M +$156K +2,537 +12%
KIG
352
Kennedy Investment Group
New Jersey
$1.42M +$6.64K +108 +0.5%
SIA
353
Schechter Investment Advisors
Michigan
$1.41M +$39.8K +647 +3%
PS
354
Pensionfund Sabic
Netherlands
$1.39M
KCM
355
Kanawha Capital Management
Virginia
$1.38M -$422K -6,870 -23%
RC
356
Resolution Capital
Australia
$1.36M -$309K -5,032 -18%
CC
357
Centiva Capital
New York
$1.35M +$739K +12,031 +119%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$1.35M +$654K +10,640 +93%
TAM
359
Tocqueville Asset Management
New York
$1.32M +$1.66K +27 +0.1%
MLICM
360
Metropolitan Life Insurance Company (MetLife)
New York
$1.24M -$22.6K -367 -2%
SAM
361
Secure Asset Management
Michigan
$1.24M +$2.95K +48 +0.2%
PA
362
Profund Advisors
Maryland
$1.23M -$34.7K -564 -3%
AHB
363
Abner Herrman & Brock
New Jersey
$1.22M -$13.2K -215 -1%
TI
364
Tidal Investments
Wisconsin
$1.21M +$222K +3,618 +22%
DFG
365
Delta Financial Group
New Jersey
$1.2M -$1.48K -24 -0.1%
LWL
366
Leo Wealth LLC
Texas
$1.2M +$1.2M +19,490 New
RWM
367
Rockline Wealth Management
New York
$1.19M +$1.19M +19,381 New
Baird Financial Group
368
Baird Financial Group
Wisconsin
$1.18M -$86.2K -1,403 -7%
BO
369
Bank OZK
Arkansas
$1.15M -$31.6K -515 -3%
SDIC
370
South Dakota Investment Council
South Dakota
$1.13M
MSFS
371
Main Street Financial Solutions
Pennsylvania
$1.13M +$1.66K +27 +0.1%
BIAS
372
Beacon Investment Advisory Services
New Jersey
$1.12M -$30.7K -500 -3%
CFB
373
Cullen/Frost Bankers
Texas
$1.11M -$49.2K -800 -4%
RWB
374
RMR Wealth Builders
New Jersey
$1.11M -$44.4K -722 -4%
IA
375
Insight Advisors
Pennsylvania
$1.11M -$307 -5 -0%

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.