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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
QWM
676
Quaker Wealth Management
New Jersey
$282K +$430 +7 +0.2%
MPPW
677
Mitchell & Pahl Private Wealth
Oklahoma
$280K -$3.56K -58 -1%
FC
678
Fulcrum Capital
Washington
$280K
UM
679
UniSuper Management
Australia
$279K +$65.3K +1,062 +30%
CT
680
Cambridge Trust
Massachusetts
$279K
FCI
681
Financial Counselors Inc
Kansas
$278K -$2.83K -46 -1%
CG
682
Caprock Group
Idaho
$276K +$53K +862 +24%
CFS
683
CRA Financial Services
New Jersey
$276K -$24.6K -400 -8%
IWP
684
Innova Wealth Partners
Pennsylvania
$275K
FNBTCON
685
First National Bank & Trust Co of Newtown
Pennsylvania
$273K
PS
686
Principal Securities
Iowa
$273K +$275K +4,468 New
BCG
687
Breakwater Capital Group
New Jersey
$273K
RWP
688
RWA Wealth Partners
Massachusetts
$273K +$4.55K +74 +2%
SG
689
StoneX Group
New York
$272K +$274K +4,452 New
GW
690
GW & Wade
Massachusetts
$272K -$48.3K -786 -15%
WF
691
Welch & Forbes
Massachusetts
$271K
DAS
692
Dynamic Advisor Solutions
Arizona
$271K +$40.4K +658 +18%
GA
693
Gateway Advisory
New Jersey
$270K
BAM
694
Belpointe Asset Management
Nevada
$270K -$70.1K -1,141 -21%
DSC
695
Duncker Streett & Co
Missouri
$269K
FFP
696
FourThought Financial Partners
Florida
$268K +$1.54K +25 +0.6%
AAS
697
Ameritas Advisory Services
Nebraska
$267K +$272K +4,426 New
AWM
698
Atticus Wealth Management
Florida
$266K
WI
699
Wintrust Investments
Illinois
$266K -$26.5K -432 -9%
PP
700
PDS Planning
Ohio
$266K -$3.93K -64 -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.