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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
EWS
626
Eagle Wealth Strategies
New Jersey
$334K +$336K +5,467 New
Lido Advisors
627
Lido Advisors
California
$333K +$50.7K +825 +18%
ST
628
Smithfield Trust
Pennsylvania
$333K -$35.6K -579 -10%
LNC
629
Lincoln National Corp
Pennsylvania
$332K +$80.5K +1,310 +32%
OAM
630
Ostrum Asset Management
France
$332K -$262K -4,258 -44%
OFG
631
Oxford Financial Group
Indiana
$331K
MC
632
Machina Capital
France
$328K -$74K -1,204 -18%
LIA
633
LSP Investment Advisors
New York
$327K
CI
634
Cigna Investments
Connecticut
$327K
STA
635
Summit Trail Advisors
New York
$324K -$20.9K -340 -6%
PWM
636
Palumbo Wealth Management
New York
$324K +$1.84K +30 +0.6%
A
637
AlphaQuest
New York
$323K +$325K +5,287 New
FHB
638
First Hawaiian Bank
Hawaii
$322K +$27K +439 +9%
SWM
639
Spire Wealth Management
Virginia
$321K +$11.6K +189 +4%
SYBT
640
Stock Yards Bank & Trust
Kentucky
$320K -$3.69K -60 -1%
MFIM
641
Mesirow Financial Investment Management
Illinois
$320K +$322K +5,233 New
CI
642
Chartist Inc
California
$318K
CC
643
Courier Capital
New York
$318K
KWM
644
Kingsview Wealth Management
Oregon
$318K -$36.9K -600 -10%
SAM
645
Smartleaf Asset Management
Massachusetts
$318K +$320K +5,210 New
SWP
646
Stratos Wealth Partners
Ohio
$315K -$6.08K -99 -2%
UAML
647
US Asset Management LLC
Pennsylvania
$312K +$313K +5,101 New
MCM
648
McRae Capital Management
New Jersey
$311K -$4.43M -72,154 -93%
MMM
649
Mendel Money Management
Illinois
$309K +$8.3K +135 +3%
EWA
650
EP Wealth Advisors
California
$308K +$4.36K +71 +1%

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.