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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
LFAS
751
Level Four Advisory Services
Texas
$225K -$47.1K -766 -17%
TNBTD
752
Trustmark National Bank Trust Department
Mississippi
$225K -$18.6K -302 -8%
DWT
753
Dorsey & Whitney Trust
South Dakota
$224K +$225K +3,669 New
SPP
754
Single Point Partners
Massachusetts
$224K
TCM
755
Towercrest Capital Management
Pennsylvania
$223K
CMS
756
Capital Market Strategies
Florida
$223K
WPC
757
Wedmont Private Capital
Pennsylvania
$220K +$218K +3,546 New
KC
758
Kepos Capital
New York
$220K -$26.4K -430 -11%
CI
759
Conning Inc
Connecticut
$220K -$2.15K -35 -1%
PTC
760
Private Trust Company
Ohio
$220K +$17K +276 +8%
AG
761
AlTi Global
New York
$219K +$220K +3,579 New
CAG
762
Crestwood Advisors Group
Massachusetts
$218K -$9.03K -147 -4%
CWS
763
Confluence Wealth Services
Pennsylvania
$215K +$216K +3,510 New
AWC
764
Abundance Wealth Counselors
Pennsylvania
$214K +$215K +3,500 New
CAM
765
Carret Asset Management
New York
$214K +$215K +3,497 New
FAG
766
Fortitude Advisory Group
Washington
$214K +$215K +3,492 New
NCM
767
NCM Capital Management
New Jersey
$213K +$215K +3,491 New
PIA
768
Pinion Investment Advisors
Kansas
$213K +$214K +3,478 New
PBO
769
Peoples Bank (Ohio)
Ohio
$213K +$214K +3,476 New
AFP
770
Ausdal Financial Partners
Iowa
$211K +$212K +3,457 New
HFA
771
High Falls Advisors
New York
$211K +$212K +3,447 New
AP
772
Adero Partners
California
$210K -$32K -520 -13%
GIA
773
Guyasuta Investment Advisors
Pennsylvania
$210K +$211K +3,436 New
PTC
774
Philadelphia Trust Company
Pennsylvania
$208K +$209K +3,401 New
FCA
775
FLC Capital Advisors
California
$208K +$209K +3,400 New

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.