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Public Service Enterprise Group

1,171 hedge funds and large institutions have $33.3B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 412 increasing their positions, 392 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $241M | Put options by funds: $44.7M

173% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 59

21% more capital invested

Capital invested by funds: $27.4B → $33.3B (+$5.82B)

9% more funds holding

Funds holding: 1,0781,171 (+93)

5% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 392

0.14% more ownership

Funds ownership: 74.75%74.9% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,171
Holders Change
+93
Holders Change %
+8.63%
% of All Funds
16.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
412
Reduced
392
Closed
59
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$219M -$20.7M -259,494 -10%
HCM
27
Hamlin Capital Management
New York
$217M +$13M +162,731 +7%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$211M -$5.29M -66,253 -3%
UBS Group
29
UBS Group
Switzerland
$194M +$36M +450,729 +26%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$179M -$69.7M -873,794 -30%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$169M -$42M -526,035 -22%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$159M +$13.2M +165,995 +10%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$158M +$2.71M +33,985 +2%
Jennison Associates
34
Jennison Associates
New York
$134M +$53.1M +665,105 +79%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$134M -$2.32M -29,089 -2%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$133M -$27.8M -347,985 -19%
Swiss National Bank
37
Swiss National Bank
Switzerland
$132M +$192K +2,400 +0.2%
N
38
Nuveen
North Carolina
$124M +$6.11M +76,522 +6%
EIP
39
Energy Income Partners
Connecticut
$123M -$10.8M -135,805 -9%
Deutsche Bank
40
Deutsche Bank
Germany
$115M +$15.3M +191,689 +17%
Allianz Asset Management
41
Allianz Asset Management
Germany
$108M +$90.6M +1,134,815 +1,507%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$106M +$555K +6,958 +0.6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$101M -$733K -9,180 -0.8%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$98.6M +$24.3M +304,567 +38%
CIA
45
ClearBridge Investments (Australia)
Australia
$96.2M -$98M -1,228,151 -53%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$94.8M -$7.45M -93,365 -8%
DPIM
47
Duff & Phelps Investment Management
Illinois
$89.8M -$34.9M -437,210 -30%
ZIG
48
Zurich Insurance Group
Switzerland
$88.6M +$13.9M +174,670 +21%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$88.3M -$242K -3,029 -0.3%
Barclays
50
Barclays
United Kingdom
$87M -$9.69M -121,362 -11%

PEG Hedge Fund Activity: Q3 2024 in Review

1,171 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2024, worth a combined $33.3B — up 21% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PEG positions and 59 closed out — a net gain of 102 holders — while 412 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $562M.

  • 1,171 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,078 in Q2 2024.
  • Funds reported $33.3B of Public Service Enterprise Group stock for Q3 2024, up 21% quarter-over-quarter.
  • 161 funds opened new Public Service Enterprise Group positions in Q3 2024 and 59 closed out, a net change of +102 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2024 was Bank of America, an estimated $594M added.
  • The largest Public Service Enterprise Group seller in Q3 2024 was JP Morgan Chase, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2024.