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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
Concurrent Investment Advisors
Florida
$936K +$26.9K +439 +3%
AWS
452
Atria Wealth Solutions
New York
$925K -$223K -3,636 -21%
PGAM
453
Princeton Global Asset Management
New Jersey
$916K
CFGS
454
Concourse Financial Group Securities
Alabama
$912K +$19.5K +318 +2%
B
455
Bailard
California
$909K -$223K -3,644 -21%
William Blair & Company
456
William Blair & Company
Illinois
$899K +$45K +735 +6%
OIA
457
OneDigital Investment Advisors
Kansas
$897K -$86.4K -1,410 -9%
RIM
458
Rakuten Investment Management
Japan
$895K +$745K +12,167 +987%
EWM
459
EPG Wealth Management
Georgia
$888K +$10K +164 +1%
JCM
460
Jacobi Capital Management
Pennsylvania
$887K +$68.1K +1,112 +9%
IWA
461
IVC Wealth Advisors
Pennsylvania
$886K -$20.5K -334 -2%
TCA
462
Transcend Capital Advisors
New Jersey
$881K +$341K +5,568 +73%
Focus Partners Wealth
463
Focus Partners Wealth
Massachusetts
$875K +$802K +13,101 New
UCFA
464
United Capital Financial Advisors
Texas
$863K -$796 -13 -0.1%
NIM
465
NEOS Investment Management
Connecticut
$840K +$337K +5,509 +78%
MAG
466
MRA Advisory Group
New Jersey
$836K -$32.1K -524 -4%
Connor, Clark & Lunn Investment Management (CC&L)
467
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$834K +$197K +3,215 +35%
WB
468
WesBanco Bank
West Virginia
$821K +$241K +3,936 +47%
AAM
469
Advisors Asset Management
Colorado
$812K -$69.5K -1,135 -9%
BLAM
470
Bourne Lent Asset Management
New York
$810K
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$806K -$148K -2,424 -17%
CPG
472
Cornerstone Planning Group
New Jersey
$802K +$12K +196 +2%
BCM
473
Bayesian Capital Management
New York
$788K +$122K +2,000 +20%
HTC
474
Haverford Trust Company
Pennsylvania
$787K -$255K -4,171 -26%
CPIA
475
Cornell Pochily Investment Advisors
New York
$782K -$9.13K -149 -1%

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.