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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
Liberty Wealth Management
California
$396K
1IA
627
1620 Investment Advisors
Massachusetts
$393K -$359K -5,858 -99%
CPIG
628
Chicago Partners Investment Group
Illinois
$393K -$1.04K -17 -0.3%
KIG
629
Kowal Investment Group
Wisconsin
$389K +$94.1K +1,536 +36%
KWM
630
Kingsview Wealth Management
Oregon
$388K +$37.9K +619 +12%
FG
631
Fiduciary Group
Georgia
$385K -$2.45K -40 -0.7%
MWM
632
Massachusetts Wealth Management
Massachusetts
$384K
LNC
633
Lincoln National Corp
Pennsylvania
$378K +$13.7K +223 +4%
RWMG
634
Redwood Wealth Management Group
New Jersey
$375K -$155K -2,537 -31%
MCA
635
MSH Capital Advisors
Arizona
$375K -$15.3K -250 -4%
CIBC World Market
636
CIBC World Market
Ontario, Canada
$375K +$344K +5,620 New
MLL
637
Moody Lynn & Lieberson
Massachusetts
$373K -$5.27K -86 -2%
LA
638
Legacy Advisors
Pennsylvania
$372K -$2.88K -47 -0.8%
VWM
639
Venturi Wealth Management
Texas
$370K +$39.1K +638 +13%
SWM
640
Spire Wealth Management
Virginia
$370K +$3.8K +62 +1%
AIP
641
Ameritas Investment Partners
Nebraska
$370K
RTC
642
Riverview Trust Company
Washington
$368K
EWA
643
Exencial Wealth Advisors
Oklahoma
$368K -$10.3K -168 -3%
NAG
644
Northstar Advisory Group
New Jersey
$366K +$122 +2 +0%
OFG
645
Oxford Financial Group
Indiana
$364K +$2.82K +46 +0.9%
SWP
646
Stratos Wealth Partners
Ohio
$363K +$17.5K +286 +6%
ST
647
Smithfield Trust
Pennsylvania
$363K
MNBTD
648
Moody National Bank Trust Division
Texas
$362K -$212K -3,466 -39%
AC
649
Apella Capital
Connecticut
$362K -$62.2K -1,016 -16%
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$360K -$6.98K -114 -2%

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.