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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$153M +$94.3M +1,534,228 +159%
Cohen & Steers
27
Cohen & Steers
New York
$146M +$28M +455,693 +24%
Franklin Resources
28
Franklin Resources
California
$143M +$16M +259,694 +13%
HCM
29
Hamlin Capital Management
New York
$123M -$619K -10,076 -0.5%
Amundi
30
Amundi
France
$112M +$14.6M +237,363 +15%
DPIM
31
Duff & Phelps Investment Management
Illinois
$111M -$6.96M -113,226 -6%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$109M +$4.28M +69,640 +4%
Swiss National Bank
33
Swiss National Bank
Switzerland
$95.4M -$2.72M -44,200 -3%
First Trust Advisors
34
First Trust Advisors
Illinois
$93.8M +$3.62M +58,856 +4%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$91.7M +$1.87M +30,414 +2%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$87.8M +$13.6M +221,008 +18%
Barclays
37
Barclays
United Kingdom
$87.7M -$3.42M -55,648 -4%
PL
38
Perpetual Ltd
Australia
$84.3M -$51.4M -835,816 -38%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$84.1M +$6.77M +110,235 +9%
EIP
40
Energy Income Partners
Connecticut
$83.4M -$23.9M -388,766 -22%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$80.3M -$3.03M -49,327 -4%
UBS Group
42
UBS Group
Switzerland
$80.2M -$4.5M -73,229 -5%
Federated Hermes
43
Federated Hermes
Pennsylvania
$79.6M -$25.8M -419,264 -24%
N
44
Nuveen
North Carolina
$67.8M +$434K +7,067 +0.6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$62.4M -$351K -5,714 -0.6%
Deutsche Bank
46
Deutsche Bank
Germany
$58.4M +$4.17M +67,801 +8%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$57.4M -$1.99M -32,359 -3%
COPPSERS
48
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$57.2M +$910K +14,807 +2%
Wells Fargo
49
Wells Fargo
California
$56.7M -$743K -12,097 -1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$56.7M +$5.5M +89,499 +11%

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.