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Public Service Enterprise Group

1,172 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: 1,0791,172 (+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
1,172
Holders Change
+93
Holders Change %
+8.62%
% of All Funds
16.83%
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
Brown Advisory
726
Brown Advisory
Maryland
$413K -$136K -1,710 -27%
BB
727
Berkshire Bank
Massachusetts
$410K +$51.2K +641 +16%
PP
728
PDS Planning
Ohio
$409K -$4.79K -60 -1%
ST
729
Smithfield Trust
Pennsylvania
$407K -$40.1K -503 -10%
UAML
730
US Asset Management LLC
Pennsylvania
$407K -$9.42K -118 -2%
APP
731
Avantax Planning Partners
Iowa
$405K -$262K -3,280 -42%
CIC
732
Crawford Investment Counsel
Georgia
$404K
KBG
733
Kahn Brothers Group
New York
$401K
CW
734
CreativeOne Wealth
Kansas
$400K +$32.7K +410 +10%
FNBTCON
735
First National Bank & Trust Co of Newtown
Pennsylvania
$399K
CPC
736
Consolidated Planning Corp
Georgia
$396K +$355K +4,444 New
AWM
737
Atticus Wealth Management
Florida
$395K +$5.91K +74 +2%
EAM
738
Empirical Asset Management
Massachusetts
$393K +$638 +8 +0.2%
DSC
739
Duncker Streett & Co
Missouri
$393K
KI
740
Kapitalo Investimentos
Brazil
$392K -$144K -1,808 -29%
RWP
741
RWA Wealth Partners
Massachusetts
$392K +$160 +2 +0%
CPA
742
Capital Planning Advisors
California
$391K +$350K +4,381 New
GL
743
Graypoint LLC
New York
$386K +$25K +313 +8%
LSAG
744
Lake Street Advisors Group
New Hampshire
$385K +$6.54K +82 +2%
NRS
745
Neville Rodie & Shaw
New York
$382K
BCM
746
Becker Capital Management
Oregon
$382K
P
747
Pitcairn
Pennsylvania
$379K -$111K -1,391 -25%
C
748
Certuity
Florida
$379K +$111K +1,388 +49%
SPC
749
Sigma Planning Corp
Michigan
$377K -$3.59K -45 -1%
GWM
750
Geneos Wealth Management
Colorado
$376K +$175K +2,196 +109%

PEG Hedge Fund Activity: Q3 2024 in Review

1,172 of the 6,965 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.

  • 1,172 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,079 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.