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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
Neuberger Berman Group
26
Neuberger Berman Group
New York
$175M -$17.1M -279,124 -10%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$162M +$148M +2,419,537 New
CIA
28
ClearBridge Investments (Australia)
Australia
$159M -$58.8M -959,679 -29%
Franklin Resources
29
Franklin Resources
California
$157M +$1.44M +23,586 +1%
HCM
30
Hamlin Capital Management
New York
$153M +$16.4M +267,834 +13%
Citadel Advisors
31
Citadel Advisors
Florida
$142M +$130M +2,115,121 +30,703%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$120M +$1.5M +24,475 +1%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$113M +$23.2M +378,966 +29%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$106M -$90M -1,468,794 -48%
WHRC
35
W.H. Reaves & Co
New Jersey
$105M +$40.9M +667,773 +74%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$105M +$4.34M +70,888 +5%
EIP
37
Energy Income Partners
Connecticut
$104M +$11.9M +193,736 +14%
DPIM
38
Duff & Phelps Investment Management
Illinois
$104M -$16.1M -263,636 -14%
Aberdeen Group
39
Aberdeen Group
United Kingdom
$102M +$5.98M +97,646 +7%
Amundi
40
Amundi
France
$101M -$16.3M -266,445 -15%
Swiss National Bank
41
Swiss National Bank
Switzerland
$99.7M -$4.18M -68,300 -4%
UBS Group
42
UBS Group
Switzerland
$88.8M +$1.14M +18,596 +1%
First Trust Advisors
43
First Trust Advisors
Illinois
$88.8M -$12.5M -203,927 -13%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$86.7M -$4.69M -76,538 -6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$82M +$12.7M +207,578 +20%
Barclays
46
Barclays
United Kingdom
$81.7M -$13M -211,599 -15%
N
47
Nuveen
North Carolina
$72.6M -$1.34M -21,875 -2%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$71.9M +$10.1M +165,239 +18%
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$66.6M +$3.79M +61,965 +7%
Deutsche Bank
50
Deutsche Bank
Germany
$65.2M +$1.29M +21,070 +2%

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.