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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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$55.8M -$439K -7,138 -0.8%
WHRC
52
W.H. Reaves & Co
New Jersey
$55.3M +$2.26M +36,745 +4%
Jennison Associates
53
Jennison Associates
New York
$54.8M +$24.4M +397,606 +80%
JAM
54
Jupiter Asset Management
United Kingdom
$53.7M +$51.1M +831,456 +1,752%
AssetMark Inc
55
AssetMark Inc
California
$53.3M +$71K +1,155 +0.1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$52.8M +$20.8M +338,480 +68%
APG Asset Management
57
APG Asset Management
Netherlands
$52.2M +$2.13M +34,729 +4%
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51M -$1.72M -27,943 -3%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$50.1M +$50.4M +819,652 New
CS
60
Credit Suisse
Switzerland
$50.1M -$921K -14,989 -2%
Point72 Asset Management
61
Point72 Asset Management
Connecticut
$46.2M +$46.5M +755,926 New
Macquarie Group
62
Macquarie Group
Australia
$43.3M +$2.34M +38,102 +6%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$42.7M
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$42.5M -$1.4M -22,845 -3%
AllianceBernstein
65
AllianceBernstein
Tennessee
$41.3M +$1.07M +17,485 +3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$41.2M +$595K +9,676 +1%
BC
67
Brookfield Corp
Ontario, Canada
$40.8M -$1.62M -26,347 -4%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$40.7M -$125K -2,035 -0.3%
ZIM
69
Zacks Investment Management
Illinois
$39.3M -$2.52M -40,941 -6%
National Pension Service
70
National Pension Service
South Korea
$38.6M
Principal Financial Group
71
Principal Financial Group
Iowa
$36.8M -$2.64M -43,009 -7%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$35.3M -$275K -4,474 -0.8%
GLA
73
Great Lakes Advisors
Illinois
$34.8M -$2.17M -35,337 -6%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$34.3M -$186K -3,031 -0.5%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$33.2M +$1.11M +18,035 +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.