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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
CCWM
576
Cassaday & Co Wealth Management
Virginia
$415K
HWM
577
Howard Wealth Management
Connecticut
$412K
MWM
578
Mosley Wealth Management
California
$412K +$414K +6,734 New
DJSG
579
D.J. St. Germain
Massachusetts
$411K
CFAM
580
Center For Asset Management
Florida
$411K -$19.2K -312 -4%
MWM
581
Modera Wealth Management
New Jersey
$410K +$3.93K +64 +1%
NAM
582
NorthCrest Asset Manangement
Minnesota
$410K -$4.49K -73 -1%
VCM
583
Virtue Capital Management
Tennessee
$410K -$20.6K -336 -5%
FAT
584
First American Trust
California
$403K +$4.92K +80 +1%
SW
585
SteelPeak Wealth
California
$401K -$135K -2,200 -25%
CWA
586
Centennial Wealth Advisory
Michigan
$398K +$58K +944 +17%
NS
587
NBC Securities
Alabama
$397K +$21.7K +353 +6%
MCM
588
MAI Capital Management
Ohio
$397K -$29.5K -480 -7%
BWM
589
Baystate Wealth Management
Massachusetts
$396K +$492 +8 +0.1%
AC
590
Apella Capital
Connecticut
$396K +$1.91K +31 +0.5%
DAC
591
Dividend Assets Capital
South Carolina
$393K
MRCM
592
M&R Capital Management
New Jersey
$389K +$18.4K +300 +5%
ACM
593
Argyle Capital Management
Pennsylvania
$388K
PWPS
594
Pinnacle Wealth Planning Services
Ohio
$387K -$5.71K -93 -1%
CBNLCF
595
Cognios Beta Neutral Large Cap Fund
Kansas
$386K +$388K +6,317 New
LA
596
LVW Advisors
New York
$386K +$388K +6,310 New
LIM
597
Leavell Investment Management
Alabama
$385K
IF
598
Intrua Financial
Texas
$381K -$17.6K -287 -4%
GWS
599
Glassman Wealth Services
Virginia
$378K +$123 +2 +0%
WJWM
600
Williams Jones Wealth Management
New York
$375K -$16.6K -270 -4%

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.