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
MYAM
376
Meiji Yasuda Asset Management
Japan
$1.11M +$249K +4,045 +29%
PGWM
377
Parisi Gray Wealth Management
New Jersey
$1.1M +$1.17K +19 +0.1%
IUHSA
378
Itau Unibanco Holding S.A.
Brazil
$1.1M +$212K +3,452 +24%
NB
379
Norinchukin Bank
Japan
$1.09M -$144K -2,340 -12%
FFWA
380
FRG Family Wealth Advisors
Washington
$1.09M +$3.07K +50 +0.3%
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M +$22.4K +365 +2%
VA
382
Vident Advisory
Georgia
$1.08M +$27.8K +453 +3%
FMTCOCP
383
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.08M -$15.4K -250 -1%
FHWM
384
Fox Hill Wealth Management
Massachusetts
$1.08M +$1.08M +17,595 New
EF
385
Empirical Finance
Pennsylvania
$1.07M +$6.27K +102 +0.6%
SIA
386
Strategic Investment Advisors
Michigan
$1.07M +$11K +179 +1%
PA
387
Probity Advisors
Texas
$1.07M +$3.93K +64 +0.4%
AWS
388
Atria Wealth Solutions
New York
$1.06M +$189K +3,072 +21%
SLI
389
Sumitomo Life Insurance
Japan
$1.06M -$51.3K -834 -5%
FTDI
390
First Trust Direct Indexing
Massachusetts
$1.06M +$123K +1,994 +13%
B
391
Bailard
California
$1.06M +$1.06M +17,254 New
IG
392
ING Group
Netherlands
$1.05M +$342K +5,562 +48%
JWCA
393
J.W. Cole Advisors
Florida
$1.03M +$41.7K +679 +4%
CIC
394
Cornercap Investment Counsel
Georgia
$1.02M +$15.9K +259 +2%
BMO
395
Beck Mack & Oliver
New York
$1M
BBVA
396
Banco Bilbao Vizcaya Argentaria
Spain
$997K +$32.3K +526 +3%
LOAMS
397
Lombard Odier Asset Management (Switzerland)
Switzerland
$988K +$993K +16,156 New
PWMG
398
Prestige Wealth Management Group
New Jersey
$981K
HTC
399
Haverford Trust Company
Pennsylvania
$976K
NMIMC
400
Northwestern Mutual Investment Management Company
Wisconsin
$965K +$1.29K +21 +0.1%

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.