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Public Service Enterprise Group

1,171 hedge funds and large institutions have $33.3B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 412 increasing their positions, 392 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $241M | Put options by funds: $44.7M

173% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 59

21% more capital invested

Capital invested by funds: $27.4B → $33.3B (+$5.82B)

9% more funds holding

Funds holding: 1,0781,171 (+93)

5% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 392

0.14% more ownership

Funds ownership: 74.75%74.9% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,171
Holders Change
+93
Holders Change %
+8.63%
% of All Funds
16.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
412
Reduced
392
Closed
59
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$87M +$3.01M +37,735 +4%
Aviva
52
Aviva
United Kingdom
$85.7M +$23.6M +295,924 +45%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$84.6M -$4.12M -51,622 -5%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$83.6M -$8.38M -105,046 -10%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$82.5M -$1.62M -20,298 -2%
Adage Capital Partners
56
Adage Capital Partners
Massachusetts
$79.8M -$16.6M -208,200 -19%
AssetMark Inc
57
AssetMark Inc
California
$74.6M +$504K +6,314 +0.8%
Los Angeles Capital Management
58
Los Angeles Capital Management
California
$74.2M +$27.9M +349,139 +72%
SSM
59
Sound Shore Management
Connecticut
$74.2M -$10.8M -135,415 -14%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.7M +$274K +3,430 +0.4%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$72.3M +$51.1M +640,485 +376%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$68.6M -$16.2M -202,558 -21%
WHRC
63
W.H. Reaves & Co
New Jersey
$68.4M +$2.91M +36,439 +5%
ZIM
64
Zacks Investment Management
Illinois
$67.1M +$5.95M +74,517 +11%
JFL
65
Jarislowsky, Fraser Ltd
Quebec, Canada
$65.3M +$1.07M +13,364 +2%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$64M +$4.21M +52,720 +8%
Verition Fund Management
67
Verition Fund Management
Connecticut
$63.1M +$36.2M +453,985 +180%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$62.5M -$293K -3,667 -0.5%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$61.8M +$6.47M +81,066 +13%
First Trust Advisors
70
First Trust Advisors
Illinois
$61.7M -$21.6M -270,123 -28%
Wells Fargo
71
Wells Fargo
California
$61.4M -$5.39M -67,542 -9%
Macquarie Group
72
Macquarie Group
Australia
$60.3M -$1.89M -23,635 -3%
National Pension Service
73
National Pension Service
South Korea
$60M +$4.26M +53,432 +9%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$58.2M -$918K -11,498 -2%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$56.5M +$40.3M +505,366 +394%

PEG Hedge Fund Activity: Q3 2024 in Review

1,171 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2024, worth a combined $33.3B — up 21% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PEG positions and 59 closed out — a net gain of 102 holders — while 412 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $562M.

  • 1,171 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,078 in Q2 2024.
  • Funds reported $33.3B of Public Service Enterprise Group stock for Q3 2024, up 21% quarter-over-quarter.
  • 161 funds opened new Public Service Enterprise Group positions in Q3 2024 and 59 closed out, a net change of +102 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2024 was Bank of America, an estimated $594M added.
  • The largest Public Service Enterprise Group seller in Q3 2024 was JP Morgan Chase, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2024.