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Public Service Enterprise Group

1,243 hedge funds and large institutions have $31.6B invested in Public Service Enterprise Group in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 466 increasing their positions, 393 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.8M

123% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 80

19% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 393

6% more funds holding

Funds holding: 1,1711,243 (+72)

0.11% more ownership

Funds ownership: 74.9%75.01% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $33.3B → $31.6B (-$1.69B)

Holders
1,243
Holders Change
+72
Holders Change %
+6.15%
% of All Funds
16.37%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
178
Increased
466
Reduced
393
Closed
80
Calls
$217M
Puts
$43.8M
Net Calls
+$173M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$215M -$30.1M -340,529 -12%
HCM
27
Hamlin Capital Management
New York
$204M -$1.34M -15,119 -0.6%
UBS Group
28
UBS Group
Switzerland
$202M +$19M +214,380 +10%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$198M -$2.58M -29,153 -1%
Franklin Resources
30
Franklin Resources
California
$194M -$30M -339,167 -13%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$179M +$131M +1,483,662 +234%
Mitsubishi UFJ Trust & Banking
32
Mitsubishi UFJ Trust & Banking
Japan
$169M +$152M +1,719,614 +604%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$152M +$2.46M +27,801 +2%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$152M +$961K +10,860 +0.6%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$130M -$41.4M -468,119 -23%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$123M -$39M -441,088 -23%
Deutsche Bank
37
Deutsche Bank
Germany
$123M +$14.6M +165,375 +13%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$120M -$7.25M -81,927 -5%
Swiss National Bank
39
Swiss National Bank
Switzerland
$119M -$6.31M -71,300 -5%
N
40
Nuveen
North Carolina
$119M +$6.53M +73,742 +6%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$117M -$9.21M -104,004 -7%
Allianz Asset Management
42
Allianz Asset Management
Germany
$97.8M -$4.66M -52,643 -4%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$97.1M -$3.45M -38,964 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$97.1M +$1.87M +21,164 +2%
DPIM
45
Duff & Phelps Investment Management
Illinois
$90.4M +$5.58M +63,000 +6%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$90M +$56.7M +640,949 +151%
Aviva
47
Aviva
United Kingdom
$86.8M +$5.94M +67,147 +7%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$83.2M +$756K +8,536 +0.9%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$81.6M -$2.2M -24,893 -3%
VanEck Associates
50
VanEck Associates
New York
$80.3M +$42.8M +483,795 +104%

PEG Hedge Fund Activity: Q4 2024 in Review

1,243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2024, worth a combined $31.6B — down 5.1% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new PEG positions and 80 closed out — a net gain of 98 holders — while 466 added to existing stakes and 393 trimmed.

The largest buyer was Jennison Associates, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $269M.

  • 1,243 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2024, up from 1,171 in Q3 2024.
  • Funds reported $31.6B of Public Service Enterprise Group stock for Q4 2024, down 5.1% quarter-over-quarter.
  • 178 funds opened new Public Service Enterprise Group positions in Q4 2024 and 80 closed out, a net change of +98 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2024 was Jennison Associates, an estimated $167M added.
  • The largest Public Service Enterprise Group seller in Q4 2024 was JP Morgan Chase, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2024.