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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
BCM
501
Brookstone Capital Management
Illinois
$561K +$92.4K +1,503 +20%
SWIM
502
Smallwood Wealth Investment Management
New Jersey
$560K +$232K +3,782 +70%
IC
503
IEQ Capital
California
$555K -$28.5K -463 -5%
TPI
504
Trust Point Inc
Wisconsin
$555K +$558K +9,073 New
TW
505
TrinityPoint Wealth
Connecticut
$550K
CCM
506
Cullen Capital Management
New York
$550K -$120K -1,949 -18%
SWA
507
Sax Wealth Advisors
New Jersey
$547K +$29.3K +477 +6%
FFG
508
Fortem Financial Group
California
$546K -$83.5K -1,358 -13%
HI
509
Horizon Investments
North Carolina
$546K +$134K +2,174 +32%
SWMP
510
Signature Wealth Management Partners
New Jersey
$544K
MNBTD
511
Moody National Bank Trust Division
Texas
$544K -$281K -4,565 -34%
HAG
512
HighPoint Advisor Group
Illinois
$535K +$503K +8,188 New
AIM
513
Aigen Investment Management
New York
$527K +$530K +8,618 New
EW
514
Element Wealth
Mississippi
$524K +$1.23K +20 +0.2%
S
515
SignatureFD
Georgia
$519K +$11.5K +187 +2%
IWM
516
IHT Wealth Management
Illinois
$518K -$79.6K -1,295 -13%
FNBT
517
FineMark National Bank & Trust
Florida
$518K -$23.6K -384 -4%
MFG
518
Merit Financial Group
Georgia
$517K +$140K +2,272 +37%
PFS
519
Prospera Financial Services
Texas
$513K +$516K +8,391 New
RFC
520
Regions Financial Corp
Alabama
$512K -$18.1K -294 -3%
WB
521
WesBanco Bank
West Virginia
$511K -$243K -3,950 -32%
GIA
522
Gateway Investment Advisers
Ohio
$508K +$278K +4,526 +119%
UB
523
UMB Bank
Missouri
$504K -$18.4K -300 -4%
CIS
524
Custom Index Systems
New York
$504K +$507K +8,244 New
AWM
525
Apollon Wealth Management
South Carolina
$501K +$77.7K +1,265 +18%

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.