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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
FGA
401
Fortis Group Advisors
New Jersey
$956K +$232K +3,777 +32%
NL
402
NVWM LLC
Pennsylvania
$954K +$4.3K +70 +0.5%
LCM
403
Leisure Capital Management
California
$947K -$156K -2,534 -14%
HA
404
Herold Advisors
New York
$945K
NA
405
NewEdge Advisors
Louisiana
$935K +$268K +4,362 +38%
SBF
406
Sara-Bay Financial
Florida
$929K +$91.5K +1,489 +11%
OIA
407
OneDigital Investment Advisors
Kansas
$908K +$185K +3,007 +25%
PAM
408
Paradigm Asset Management
New York
$905K -$30.7K -500 -3%
KI
409
Kapitalo Investimentos
Brazil
$898K +$719K +11,700 +392%
CL
410
Choreo LLC
Illinois
$897K +$652K +10,616 +262%
SWM
411
SeaCrest Wealth Management
New York
$894K +$1.6K +26 +0.2%
WBC
412
Westpac Banking Corp
Australia
$893K +$64.8K +1,055 +8%
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$886K +$159K +2,594 +22%
MWM
414
Mission Wealth Management
California
$881K +$244K +3,973 +38%
PPWP
415
Premier Path Wealth Partners
New Jersey
$881K +$885K +14,400 New
KeyBank National Association
416
KeyBank National Association
Ohio
$877K +$271K +4,415 +44%
IGAM
417
iA Global Asset Management
Quebec, Canada
$873K +$321K +5,220 +58%
HNB
418
Huntington National Bank
Ohio
$872K +$53.6K +872 +7%
CA
419
Cetera Advisors
Colorado
$870K +$126K +2,051 +17%
SVWAG
420
Sound View Wealth Advisors Group
Georgia
$868K -$16.2K -264 -2%
Credit Agricole
421
Credit Agricole
France
$862K +$578K +9,405 +200%
LCGC
422
Legacy Capital Group California
California
$861K -$6.33K -103 -0.7%
LFA
423
Legacy Financial Advisors
Kentucky
$849K +$24.8K +403 +3%
BHA
424
Beech Hill Advisors
New York
$844K -$53.8K -875 -6%
PGAM
425
Princeton Global Asset Management
New Jersey
$838K

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.