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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
SRC
551
Shufro Rose & Co
New York
$633K
LA
552
LVW Advisors
New York
$630K +$35.4K +498 +6%
APW
553
Aurora Private Wealth
New Jersey
$628K +$3.13K +44 +0.5%
SWA
554
Sax Wealth Advisors
New Jersey
$618K +$15.6K +219 +3%
MWM
555
Modera Wealth Management
New Jersey
$615K +$28.1K +395 +5%
PCIA
556
Prime Capital Investment Advisors
Kansas
$610K -$61.8K -870 -10%
EW
557
Element Wealth
Mississippi
$606K +$1.14K +16 +0.2%
CT
558
Caldwell Trust
Florida
$602K +$11.6K +163 +2%
BFS
559
Bradley Foster & Sargent
Connecticut
$601K -$125K -1,764 -18%
EFS
560
Essex Financial Services
Connecticut
$599K +$90K +1,267 +20%
UB
561
UMB Bank
Missouri
$593K +$14.3K +201 +3%
BSW
562
Buckingham Strategic Wealth
Missouri
$591K +$16.3K +229 +3%
TCOV
563
Trust Company of Vermont
Vermont
$589K -$15.1K -212 -3%
PFS
564
Prospera Financial Services
Texas
$585K -$31.7K -446 -5%
DT
565
Diversified Trust
Tennessee
$585K +$564K +7,934 New
WQ
566
Wealth Quarterback
New Jersey
$583K -$5.68K -80 -1%
ACA
567
Aptus Capital Advisors
Alabama
$583K -$7.46K -105 -1%
LP
568
LMR Partners
United Kingdom
$582K +$562K +7,903 New
PVI
569
Pine Valley Investments
New Jersey
$579K +$12.9K +182 +2%
FNBT
570
FineMark National Bank & Trust
Florida
$578K -$44.4K -625 -7%
APP
571
Avantax Planning Partners
Iowa
$577K -$262K -3,685 -32%
WSFS
572
Wilmington Savings Fund Society
Delaware
$575K
EF
573
Empowered Funds
Pennsylvania
$572K -$840K -11,823 -60%
FA
574
Faithward Advisors
Pennsylvania
$568K
TCM
575
Twin Capital Management
Pennsylvania
$566K

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.