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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
BL
651
Balentine LLC
Georgia
$308K -$60.5K -984 -16%
NB
652
NBT Bank
New York
$307K +$58.6K +954 +23%
ATPW
653
Ashton Thomas Private Wealth
Arizona
$306K +$44.1K +717 +17%
HWM
654
HB Wealth Management
Georgia
$306K +$36.6K +596 +14%
CAM
655
Centre Asset Management
New York
$306K -$7.44K -121 -2%
RWA
656
River Wealth Advisors
Pennsylvania
$305K +$61.5K +1,000 +25%
SPA
657
Sherbrooke Park Advisers
New York
$305K -$642K -10,447 -68%
NAG
658
Northstar Advisory Group
New Jersey
$304K +$61 +1 +0%
MOS
659
MGO One Seven
Ohio
$303K +$27.5K +447 +10%
SBIA
660
Sheaff Brock Investment Advisors
Indiana
$303K +$24.6K +400 +9%
HI
661
Hudock Inc
Pennsylvania
$302K +$369 +6 +0.1%
Bessemer Group
662
Bessemer Group
New Jersey
$302K +$57.9K +943 +24%
VWM
663
Venturi Wealth Management
Texas
$300K -$46.8K -762 -13%
SP
664
Symmetry Partners
Connecticut
$297K -$63.5K -1,033 -17%
APF
665
Alaska Permanent Fund
Alaska
$296K -$4.42K -72 -1%
WDC
666
Woodward Diversified Capital
California
$295K -$4.24K -69 -1%
QCG
667
Quadrant Capital Group
Ohio
$294K -$12.7K -207 -4%
WP
668
WealthSource Partners
California
$292K -$8.79K -143 -3%
FNFDCM
669
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$290K -$6.14K -100 -2%
CFS
670
Cannon Financial Strategists
Georgia
$289K
P
671
Pitcairn
Pennsylvania
$288K -$5.78K -94 -2%
WP
672
WealthPLAN Partners
Nebraska
$287K
GI
673
Gradient Investments
Minnesota
$284K -$4.73K -77 -2%
CIC
674
Crawford Investment Counsel
Georgia
$284K -$11.1K -181 -4%
CIA
675
Capital Investment Advisors
Georgia
$282K -$7.62K -124 -3%

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.