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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
NW
751
NewEdge Wealth
Pennsylvania
$374K +$335K +4,192 New
AP
752
Americana Partners
Texas
$373K +$333K +4,178 New
EP
753
Edgestream Partners
New Jersey
$372K +$333K +4,172 New
ISL
754
Ingalls & Snyder LLC
New York
$372K
AWM
755
Avior Wealth Management
Nebraska
$371K
MCCA
756
Mill Creek Capital Advisors
Pennsylvania
$370K -$7.98K -100 -2%
Jones Financial Companies
757
Jones Financial Companies
Missouri
$369K +$188K +2,354 +129%
AFG
758
Allegheny Financial Group
Pennsylvania
$369K +$330K +4,136 New
WF
759
Welch & Forbes
Massachusetts
$367K -$25.8K -323 -7%
MPPW
760
Mitchell & Pahl Private Wealth
Oklahoma
$365K -$7.26K -91 -2%
MPM
761
MBB Public Markets
Illinois
$361K -$2.35M -29,423 -88%
EHC
762
Everett Harris & Co
California
$361K
LI
763
LRI Investments
Florida
$360K
IP
764
Ignite Planners
California
$360K -$399 -5 -0.1%
4WM
765
44 Wealth Management
Oregon
$360K +$316K +3,964 New
MG
766
Mather Group
Illinois
$360K -$41.7K -523 -11%
ACM
767
Argyle Capital Management
Pennsylvania
$359K -$95.8K -1,200 -23%
CG
768
Caprock Group
Idaho
$358K -$13.3K -167 -4%
QWM
769
Quaker Wealth Management
New Jersey
$357K +$320K +4,007 New
CFFP
770
Center for Financial Planning
Michigan
$357K +$5.67K +71 +2%
FTWA
771
Fifth Third Wealth Advisors
Ohio
$357K -$68.8K -862 -18%
ACM
772
Altrius Capital Management
North Carolina
$357K -$7.5K -94 -2%
GS
773
GTS Securities
New York
$357K +$319K +4,002 New
MSFP
774
Mark Sheptoff Financial Planning
Connecticut
$357K
CAG
775
Crestwood Advisors Group
Massachusetts
$356K +$11.3K +142 +4%

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.