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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
AM
451
AGF Management
Ontario, Canada
$731K -$61.2K -996 -8%
ACM
452
Advisors Capital Management
New Jersey
$731K -$16.7K -272 -2%
PCS
453
Personal CFO Solutions
New Jersey
$727K +$148K +2,411 +25%
Tudor Investment Corp
454
Tudor Investment Corp
Connecticut
$726K +$730K +11,874 New
CPIA
455
Cornell Pochily Investment Advisors
New York
$725K +$615 +10 +0.1%
Two Sigma Investments
456
Two Sigma Investments
New York
$722K -$787K -12,800 -52%
AIMCA
457
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$709K
FAP
458
Financial Advisory Partners
Florida
$704K -$14.1K -230 -2%
WIC
459
Woodmont Investment Counsel
Tennessee
$696K -$31.8K -518 -4%
IWC
460
Integrated Wealth Concepts
Massachusetts
$692K -$84.6K -1,377 -11%
CWP
461
Core Wealth Partners
California
$686K
CPG
462
Cornerstone Planning Group
New Jersey
$684K +$184 +3 +0%
DPAM
463
Degroof Petercam Asset Management
Belgium
$682K +$685K +11,147 New
FPAS
464
Focus Partners Advisor Solutions
Missouri
$681K -$167K -2,711 -20%
IFU
465
iSAM Funds (UK)
United Kingdom
$679K -$41.4K -674 -6%
GT
466
Greenleaf Trust
Michigan
$678K +$36.6K +595 +6%
SFG
467
Sovereign Financial Group
Connecticut
$678K +$14K +228 +2%
RFA
468
RTD Financial Advisors
Pennsylvania
$669K +$672K +10,939 New
BFS
469
Bradley Foster & Sargent
Connecticut
$667K +$184 +3 +0%
HSA
470
HBK Sorce Advisory
Pennsylvania
$666K +$166K +2,694 +33%
GVAG
471
Great Valley Advisor Group
Delaware
$662K +$8.05K +131 +1%
MIM
472
Merrion Investment Management
New Jersey
$660K
AWA
473
Arete Wealth Advisors
Illinois
$660K -$8.36K -136 -1%
BOPW
474
Brandywine Oak Private Wealth
Pennsylvania
$659K -$54.9K -894 -8%
PCIA
475
Prime Capital Investment Advisors
Kansas
$656K +$395K +6,433 +150%

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.