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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
Man Group
551
Man Group
United Kingdom
$461K +$464K +7,544 New
EGM
552
Engineers Gate Manager
New York
$459K +$462K +7,514 New
PWM
553
Perigon Wealth Management
California
$459K +$2.89K +47 +0.6%
NAMNJ
554
NorthStar Asset Management (New Jersey)
New Jersey
$457K +$459K +7,467 New
MAS
555
Meeder Advisory Services
Ohio
$456K +$80.2K +1,305 +21%
MLA
556
My Legacy Advisors
Oregon
$451K +$116K +1,880 +34%
SCM
557
Stevens Capital Management
Pennsylvania
$449K +$451K +7,343 New
GC
558
Gilbert & Cook
Iowa
$448K +$22.9K +373 +5%
CAG
559
Csenge Advisory Group
Florida
$447K +$449K +7,310 New
CCM
560
Coldstream Capital Management
Washington
$446K +$14.7K +239 +3%
FT
561
Fiduciary Trust
Massachusetts
$444K -$9.77K -159 -2%
Brown Advisory
562
Brown Advisory
Maryland
$442K +$51.8K +843 +13%
NDSI
563
Newman Dignan & Sheerar Inc
Rhode Island
$437K +$39.9K +649 +10%
FA
564
Faithward Advisors
Pennsylvania
$437K -$404K -6,576 -47%
CT
565
Columbia Trust
Oregon
$437K +$63.4K +1,031 +17%
BB
566
Burford Brothers
Texas
$434K +$436K +7,095 New
MYIA
567
Mount Yale Investment Advisors
Colorado
$433K +$5.53K +90 +1%
KFI
568
Key Financial Inc
Pennsylvania
$432K +$283K +4,611 +188%
NIM
569
NEOS Investment Management
Connecticut
$432K +$114K +1,855 +36%
Arrowstreet Capital
570
Arrowstreet Capital
Massachusetts
$431K +$433K +7,052 New
FP
571
Fiduciary Planning
Florida
$427K +$429K +6,982 New
WA
572
Wealth Alliance
New York
$426K -$2.33K -38 -0.5%
Citadel Advisors
573
Citadel Advisors
Florida
$421K -$921K -14,990 -69%
TCOV
574
Trust Company of Vermont
Vermont
$420K -$85.4K -1,389 -17%
NG
575
Northstar Group
New York
$416K -$9.16K -149 -2%

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.