PEG icon

Public Service Enterprise Group
PEG

Overview Fund Activity

1,001 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, 360 increasing their positions, 340 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
+81
Holders Change %
+8.8%
% of All Funds
14.67%
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
360
Reduced
340
Closed
60
Calls
$49.6M
Puts
$23.4M
Net Calls
+$26.2M
Net Calls Change
+$7.47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$359M
2
BlackRock
BlackRock
New York
+$213M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$157M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$93.8M
5
State Street
State Street
Massachusetts
+$51.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$328M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$176M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$134M
4
CIA
ClearBridge Investments (Australia)
Australia
-$72M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
426
Concurrent Investment Advisors
Florida
$830K +$830K +13,573 New
IPW
427
Impact Partnership Wealth
Georgia
$830K +$529K +8,650 +176%
AEPWM
428
Atlantic Edge Private Wealth Management
Florida
$829K +$829K +13,556 New
SFA
429
Sequoia Financial Advisors
Ohio
$825K +$349K +5,700 +73%
RSA
430
River Street Advisors
Illinois
$816K +$25.6K +419 +3%
AAM
431
Advisors Asset Management
Colorado
$813K -$311K -5,090 -28%
CFGS
432
Concourse Financial Group Securities
Alabama
$808K +$566K +9,254 +233%
MAG
433
MRA Advisory Group
New Jersey
$798K -$101K -1,654 -11%
ClearBridge Investments
434
ClearBridge Investments
New York
$795K +$141K +2,309 +22%
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$792K -$8.26K -135 -1%
UCFA
436
United Capital Financial Advisors
Texas
$791K +$346K +5,653 +78%
BCA
437
Bay Colony Advisors
Massachusetts
$791K +$255K +4,166 +48%
FI
438
FJ Investments
Utah
$787K +$787K +12,870 New
KWA
439
Kingswood Wealth Advisors
California
$783K +$160K +2,611 +26%
William Blair & Company
440
William Blair & Company
Illinois
$778K +$47K +768 +6%
IIM
441
INTECH Investment Management
Florida
$776K -$702K -11,486 -48%
EWM
442
EPG Wealth Management
Georgia
$769K +$37.7K +644 +5%
LHC
443
Little House Capital
Massachusetts
$766K +$278K +4,545 +57%
BMCM
444
Burns Matteson Capital Management
New York
$757K +$757K +12,385 New
PRC
445
Pearl River Capital
Michigan
$745K +$496K +8,114 +199%
JCM
446
Jacobi Capital Management
Pennsylvania
$744K +$36.9K +604 +5%
BLAM
447
Bourne Lent Asset Management
New York
$741K -$183K -3,000 -20%
JIC
448
Johnson Investment Counsel
Ohio
$736K +$37.4K +612 +5%
AM
449
AGF Management
Ontario, Canada
$731K -$60.9K -996 -8%
ACM
450
Advisors Capital Management
New Jersey
$731K -$16.6K -272 -2%
16 17
18
19 20