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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
551
Trust Company of Vermont
Vermont
$548K +$82K +1,339 +19%
SWA
552
Sax Wealth Advisors
New Jersey
$546K -$47.3K -772 -9%
LA
553
LVW Advisors
New York
$538K +$107K +1,739 +28%
TPCW
554
TD Private Client Wealth
New York
$536K +$22.1K +361 +5%
ACA
555
Aptus Capital Advisors
Alabama
$536K +$240K +3,925 +96%
CT
556
Caldwell Trust
Florida
$535K -$980 -16 -0.2%
ITC
557
Inspire Trust Company
Nevada
$534K +$490K +8,000 New
WQ
558
Wealth Quarterback
New Jersey
$534K +$1.53K +25 +0.3%
MWM
559
Modera Wealth Management
New Jersey
$531K +$76.1K +1,242 +19%
SFI
560
SPC Financial Inc
Maryland
$524K +$18.4K +300 +4%
UB
561
UMB Bank
Missouri
$524K -$24.5K -400 -5%
MLA
562
My Legacy Advisors
Oregon
$523K +$21.4K +350 +5%
PWM
563
Perigon Wealth Management
California
$522K +$18.9K +308 +4%
KFA
564
Krane Funds Advisors
New York
$521K +$6.25K +102 +1%
WSFS
565
Wilmington Savings Fund Society
Delaware
$521K +$478K +7,805 New
AWM
566
Able Wealth Management
New Jersey
$521K +$857 +14 +0.2%
BSW
567
Buckingham Strategic Wealth
Missouri
$520K -$61 -1 -0%
FP
568
Fiduciary Planning
Florida
$520K +$49.4K +806 +12%
ACM
569
Alethea Capital Management
Washington
$517K +$474K +7,742 New
FA
570
Faithward Advisors
Pennsylvania
$515K +$12.2K +200 +3%
TCM
571
Twin Capital Management
Pennsylvania
$513K +$4.9K +80 +1%
PVI
572
Pine Valley Investments
New Jersey
$513K +$1.29K +21 +0.3%
CAG
573
Csenge Advisory Group
Florida
$512K +$21.9K +357 +5%
SW
574
SteelPeak Wealth
California
$505K +$61.2K +1,000 +15%
CCA
575
Checchi Capital Advisers
California
$504K -$15.2K -248 -3%

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.