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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
SPI
476
Sutton Place Investors
New York
$655K +$659K +10,718 New
SF
477
Symphony Financial
Texas
$655K +$653K +10,620 New
TPA
478
Trivium Point Advisory
Connecticut
$654K +$124K +2,020 +23%
SAG
479
SageView Advisory Group
California
$643K +$679K +11,045 New
TFG
480
Tilson Financial Group
New Jersey
$640K +$492 +8 +0.1%
SAM
481
Silvercrest Asset Management
New York
$633K +$23.4K +380 +4%
AG
482
AIA Group
Hong Kong
$628K -$108K -1,764 -15%
TMAM
483
Tokio Marine Asset Management
Japan
$627K +$81.9K +1,333 +15%
APW
484
Aurora Private Wealth
New Jersey
$626K +$2.52K +41 +0.4%
QI
485
Qtron Investments
Massachusetts
$623K
MBT
486
Montecito Bank & Trust
California
$622K -$4.61K -75 -0.7%
AIM
487
Achmea Investment Management
Netherlands
$616K +$620K +10,088 New
Nomura Holdings
488
Nomura Holdings
Japan
$615K +$618K +10,064 New
NSEDCP
489
NJ State Employees Deferred Compensation Plan
New Jersey
$612K
BJL
490
Brighton Jones LLC
Washington
$605K +$125K +2,034 +26%
AAG
491
Armstrong Advisory Group
Massachusetts
$600K
DF
492
Donoghue Forlines
Massachusetts
$600K +$603K +9,814 New
BCM
493
Bayesian Capital Management
New York
$600K -$178K -2,896 -23%
SOAMC
494
Spirit of America Management Corp
New York
$587K
MYLI
495
Meiji Yasuda Life Insurance
Japan
$587K +$590K +9,600 New
EWS
496
Evergreen Wealth Solutions
Pennsylvania
$583K +$33K +537 +6%
Simplex Trading
497
Simplex Trading
Illinois
$578K +$582K +9,465 New
CF
498
Copperwynd Financial
Arizona
$570K +$13K +211 +2%
Connor, Clark & Lunn Investment Management (CC&L)
499
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$567K -$29.4K -479 -5%
SWP
500
Semus Wealth Partners
Florida
$566K +$569K +9,258 New

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.