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Public Service Enterprise Group

1,172 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: 1,0791,172 (+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
1,172
Holders Change
+93
Holders Change %
+8.62%
% of All Funds
16.83%
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
IIC
526
Ironwood Investment Counsel
Arizona
$883K -$195K -2,447 -20%
AAG
527
Armstrong Advisory Group
Massachusetts
$876K
CCM
528
Coldstream Capital Management
Washington
$867K +$48K +602 +7%
IWM
529
IHT Wealth Management
Illinois
$866K +$168K +2,106 +28%
MLL
530
Moody Lynn & Lieberson
Massachusetts
$864K +$258K +3,239 +50%
LFA
531
Legacy Financial Advisors
Kentucky
$862K -$478K -5,988 -38%
SC
532
Savant Capital
Illinois
$849K +$6.46K +81 +0.9%
ADL
533
Asset Dedication LLC
California
$846K -$356K -4,465 -32%
HSA
534
HBK Sorce Advisory
Pennsylvania
$845K -$30.6K -383 -4%
FCFC
535
First Commonwealth Financial Corp
Pennsylvania
$842K +$9.82K +123 +1%
Lido Advisors
536
Lido Advisors
California
$840K -$7.66K -96 -1%
SSA
537
Schonfeld Strategic Advisors
New York
$829K -$226K -2,838 -23%
FT
538
Fiduciary Trust
Massachusetts
$827K +$1.12K +14 +0.2%
SWIM
539
Smallwood Wealth Investment Management
New Jersey
$827K +$9.18K +115 +1%
LA
540
LVW Advisors
New York
$825K +$56.3K +705 +8%
RFA
541
RTD Financial Advisors
Pennsylvania
$823K
FAP
542
Financial Advisory Partners
Florida
$816K -$22.7K -284 -3%
TW
543
TrinityPoint Wealth
Connecticut
$810K +$3.59K +45 +0.5%
NAM
544
NorthCrest Asset Manangement
Minnesota
$804K -$30.8K -386 -4%
CA
545
Cornerstone Advisors
North Carolina
$803K
CCM
546
Cullen Capital Management
New York
$803K
HAG
547
HighPoint Advisor Group
Illinois
$795K +$14.7K +184 +2%
HI
548
Horizon Investments
North Carolina
$789K -$59.8K -749 -8%
IAA
549
Independent Advisor Alliance
North Carolina
$783K +$8.54K +107 +1%
WB
550
WesBanco Bank
West Virginia
$780K -$89.7K -1,124 -11%

PEG Hedge Fund Activity: Q3 2024 in Review

1,172 of the 6,965 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.

  • 1,172 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,079 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.