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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
RMAM
601
Raab & Moskowitz Asset Management
New Jersey
$371K -$168K -2,735 -31%
DADC
602
D.A. Davidson & Co
Montana
$368K -$2.09K -34 -0.6%
AIA
603
Arbor Investment Advisors
North Carolina
$367K
EFS
604
Essex Financial Services
Connecticut
$364K +$553 +9 +0.2%
LWM
605
Liberty Wealth Management
California
$363K
1IA
606
1620 Investment Advisors
Massachusetts
$360K +$6.02K +98 +2%
MCA
607
MSH Capital Advisors
Arizona
$359K -$9.65K -157 -3%
GJWM
608
Gilliland Jeter Wealth Management
Arkansas
$356K +$357K +5,817 New
FG
609
Fiduciary Group
Georgia
$355K -$10.1K -165 -3%
CA
610
Continuum Advisory
Idaho
$354K +$111K +1,813 +46%
MWM
611
Massachusetts Wealth Management
Massachusetts
$352K
SW
612
SVB Wealth
Massachusetts
$351K +$39.4K +641 +13%
RCM
613
Raleigh Capital Management
North Carolina
$350K -$11.1K -181 -3%
EWA
614
Exencial Wealth Advisors
Oklahoma
$347K +$349K +5,672 New
MLL
615
Moody Lynn & Lieberson
Massachusetts
$347K -$178K -2,893 -34%
WANY
616
Wealthspire Advisors (New York)
New York
$346K +$348K +5,665 New
First Manhattan
617
First Manhattan
New York
$344K +$13.6K +221 +4%
LA
618
Legacy Advisors
Pennsylvania
$341K +$18.7K +305 +6%
AIP
619
Ameritas Investment Partners
Nebraska
$339K -$23.4K -381 -6%
JFL
620
Jarislowsky, Fraser Ltd
Quebec, Canada
$338K
SFI
621
Siemens Fonds Invest
Germany
$338K +$79K +1,285 +30%
CPIG
622
Chicago Partners Investment Group
Illinois
$337K +$1.72K +28 +0.5%
RTC
623
Riverview Trust Company
Washington
$337K -$45.8K -746 -12%
BP
624
Ballentine Partners
Massachusetts
$337K +$339K +5,509 New
PWMAG
625
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$30.5K -496 -8%

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.