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Public Service Enterprise Group

1,078 hedge funds and large institutions have $27.4B invested in Public Service Enterprise Group in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 405 increasing their positions, 335 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $144M | Put options by funds: $35.9M

90% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 335

12% more capital invested

Capital invested by funds: $24.6B → $27.4B (+$2.85B)

6% more funds holding

Funds holding: 1,0201,078 (+58)

0.87% more ownership

Funds ownership: 73.88%74.75% (+0.87%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,078
Holders Change
+58
Holders Change %
+5.69%
% of All Funds
15.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
154
Increased
405
Reduced
335
Closed
81
Calls
$144M
Puts
$35.9M
Net Calls
+$108M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$701K +$315K +4,435 +87%
CIG
527
Cullen Investment Group
Louisiana
$696K +$672K +9,450 New
HAG
528
HighPoint Advisor Group
Illinois
$696K +$14.1K +199 +2%
FAP
529
Financial Advisory Partners
Florida
$695K -$99.8K -1,405 -13%
SC
530
Savant Capital
Illinois
$695K +$49.2K +692 +8%
NAM
531
NorthCrest Asset Manangement
Minnesota
$693K +$192K +2,700 +40%
FCFC
532
First Commonwealth Financial Corp
Pennsylvania
$687K +$662K +9,321 New
RAM
533
Readystate Asset Management
Illinois
$686K +$662K +9,311 New
FT
534
Fiduciary Trust
Massachusetts
$682K -$355 -5 -0.1%
RFA
535
RTD Financial Advisors
Pennsylvania
$680K +$149K +2,100 +29%
BTI
536
Blue Trust Inc
Georgia
$675K +$107K +1,503 +17%
SWIM
537
Smallwood Wealth Investment Management
New Jersey
$675K
CCM
538
Coldstream Capital Management
Washington
$674K +$12.2K +172 +2%
MLA
539
My Legacy Advisors
Oregon
$674K +$93.1K +1,310 +17%
EWS
540
Evergreen Wealth Solutions
Pennsylvania
$670K -$42.6K -600 -6%
TW
541
TrinityPoint Wealth
Connecticut
$666K +$2.7K +38 +0.4%
CA
542
Cornerstone Advisors
North Carolina
$663K
CCM
543
Cullen Capital Management
New York
$663K
AAM
544
Advisors Asset Management
Colorado
$662K -$226K -3,177 -26%
Connor, Clark & Lunn Investment Management (CC&L)
545
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$655K -$256K -3,600 -29%
SAM
546
Silvercrest Asset Management
New York
$649K -$94.7K -1,333 -13%
TA
547
Tectonic Advisors
Texas
$648K +$29.3K +412 +5%
SWMP
548
Signature Wealth Management Partners
New Jersey
$648K
IAA
549
Independent Advisor Alliance
North Carolina
$639K +$30.8K +434 +5%
FFG
550
Fortem Financial Group
California
$633K -$28.4K -400 -4%

PEG Hedge Fund Activity: Q2 2024 in Review

1,078 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2024, worth a combined $27.4B — up 12% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new PEG positions and 81 closed out — a net gain of 73 holders — while 405 added to existing stakes and 335 trimmed.

The largest buyer was Bank of America, adding an estimated $226M. The largest seller was Point72 Asset Management, cutting an estimated $169M.

  • 1,078 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2024, up from 1,020 in Q1 2024.
  • Funds reported $27.4B of Public Service Enterprise Group stock for Q2 2024, up 12% quarter-over-quarter.
  • 154 funds opened new Public Service Enterprise Group positions in Q2 2024 and 81 closed out, a net change of +73 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2024 was Bank of America, an estimated $226M added.
  • The largest Public Service Enterprise Group seller in Q2 2024 was Point72 Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2024.