We are live on ! Find out more
PEG icon

Public Service Enterprise Group

1,172 hedge funds and large institutions have $33.3B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 412 increasing their positions, 392 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $241M | Put options by funds: $44.7M

173% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 59

21% more capital invested

Capital invested by funds: $27.4B → $33.3B (+$5.82B)

9% more funds holding

Funds holding: 1,0791,172 (+93)

5% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 392

0.14% more ownership

Funds ownership: 74.75%74.9% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,172
Holders Change
+93
Holders Change %
+8.62%
% of All Funds
16.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
412
Reduced
392
Closed
59
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
601
Evergreen Wealth Solutions
Pennsylvania
$612K -$178K -2,235 -25%
QL
602
Quarry LP
New York
$609K +$544K +6,821 New
AWA
603
Arete Wealth Advisors
Illinois
$608K -$21.9K -275 -4%
MMM
604
Mendel Money Management
Illinois
$607K
CFAM
605
Center For Asset Management
Florida
$606K +$6.46K +81 +1%
CCWM
606
Cassaday & Co Wealth Management
Virginia
$605K -$19.9K -249 -4%
VSQM
607
V-Square Quantitative Management
Illinois
$602K +$34.9K +437 +7%
GC
608
Gilbert & Cook
Iowa
$596K -$718 -9 -0.1%
MOS
609
MGO One Seven
Ohio
$594K +$281K +3,526 +113%
CT
610
Caldwell Trust
Florida
$594K -$121K -1,513 -19%
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$594K +$81.7K +1,024 +18%
KFP
612
Keystone Financial Planning
Ohio
$591K -$12.8K -160 -2%
NG
613
Northstar Group
New York
$584K
FRA
614
Frank Rimerman Advisors
California
$582K +$2.39K +30 +0.5%
CA
615
Calton & Associates
Florida
$580K +$4.87K +61 +0.9%
NC
616
nVerses Capital
Florida
$580K +$519K +6,500 New
SAG
617
SageView Advisory Group
California
$574K -$64.6K -809 -11%
DADC
618
D.A. Davidson & Co
Montana
$574K +$160 +2 +0%
DAC
619
Dividend Assets Capital
South Carolina
$573K
SOS
620
Silver Oak Securities
Tennessee
$569K +$514K +6,446 New
CWA
621
Centennial Wealth Advisory
Michigan
$568K -$13.8K -173 -3%
WLPWM
622
Walled Lake Planning & Wealth Management
Illinois
$568K +$508K +6,366 New
KIG
623
Kowal Investment Group
Wisconsin
$567K +$30.2K +378 +6%
PWPS
624
Pinnacle Wealth Planning Services
Ohio
$566K -$8.06K -101 -2%
DJSG
625
D.J. St. Germain
Massachusetts
$564K

PEG Hedge Fund Activity: Q3 2024 in Review

1,172 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2024, worth a combined $33.3B — up 21% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PEG positions and 59 closed out — a net gain of 102 holders — while 412 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $562M.

  • 1,172 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,079 in Q2 2024.
  • Funds reported $33.3B of Public Service Enterprise Group stock for Q3 2024, up 21% quarter-over-quarter.
  • 161 funds opened new Public Service Enterprise Group positions in Q3 2024 and 59 closed out, a net change of +102 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2024 was Bank of America, an estimated $594M added.
  • The largest Public Service Enterprise Group seller in Q3 2024 was JP Morgan Chase, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2024.