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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
PS
726
Principal Securities
Iowa
$280K -$16.8K -275 -6%
MPPW
727
Mitchell & Pahl Private Wealth
Oklahoma
$280K -$23.4K -382 -8%
HWM
728
HB Wealth Management
Georgia
$278K -$51.3K -837 -17%
LI
729
LRI Investments
Florida
$276K +$254K +4,140 New
CC
730
Centiva Capital
New York
$274K -$1.1M -18,007 -81%
AWM
731
Accurate Wealth Management
Florida
$273K +$7.35K +120 +3%
WT
732
Whittier Trust
California
$273K -$12.2K -200 -5%
KI
733
Kapitalo Investimentos
Brazil
$273K -$649K -10,604 -72%
CFS
734
CRA Financial Services
New Jersey
$271K -$27.4K -448 -10%
EHC
735
Everett Harris & Co
California
$270K
PTC
736
Private Trust Company
Ohio
$270K +$27.5K +449 +12%
CW
737
CreativeOne Wealth
Kansas
$268K +$246K +4,010 New
MSFP
738
Mark Sheptoff Financial Planning
Connecticut
$267K
LIA
739
Luken Investment Analytics
Tennessee
$266K
SIC
740
Sterling Investment Counsel
New York
$266K +$17.8K +290 +8%
MCM
741
Mainstay Capital Management
Michigan
$266K
Nomura Holdings
742
Nomura Holdings
Japan
$266K -$373K -6,086 -60%
IP
743
Ignite Planners
California
$265K -$3.49K -57 -1%
RC
744
Roundview Capital
New Jersey
$263K +$241K +3,938 New
QWM
745
Quaker Wealth Management
New Jersey
$262K -$42.4K -693 -15%
AWA
746
Arkadios Wealth Advisors
Georgia
$261K -$2.94K -48 -1%
CWM
747
Chesapeake Wealth Management
Virginia
$261K
BAM
748
Belpointe Asset Management
Nevada
$260K -$31.9K -521 -12%
HIS
749
Horizon Investment Services
Indiana
$256K -$429 -7 -0.2%
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$254K +$42.9K +700 +23%

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.