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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
CGL
776
Clarius Group LLC
Washington
$205K -$62.4K -1,016 -23%
HCM
777
Highlander Capital Management
New Jersey
$204K
CFGSD
778
Compass Financial Group (South Dakota)
South Dakota
$202K +$203K +3,297 New
SIA
779
Sit Investment Associates
Minnesota
$200K +$47.6K +775 +31%
CTC
780
Central Trust Company
Missouri
$197K
KFS
781
Kelly Financial Services
Massachusetts
$193K
CI Investments Inc
782
CI Investments Inc
Ontario, Canada
$190K +$31.1K +506 +19%
PA
783
Parallel Advisors
California
$187K -$28.5K -463 -13%
HPC
784
HM Payson & Co
Maine
$182K -$9.1K -148 -5%
NSIM
785
North Star Investment Management
Illinois
$179K -$1.17K -19 -0.6%
VNA
786
Valley National Advisers
Pennsylvania
$168K +$1.84K +30 +1%
FFA
787
Farther Finance Advisors
California
$162K +$56.8K +924 +53%
HDIM
788
Hanson & Doremus Investment Management
Vermont
$155K -$4.98K -81 -3%
ASBI
789
American State Bank (Iowa)
Iowa
$150K -$6.14K -100 -4%
MHR
790
Matthew Hamilton Rosenberg
$149K +$4.61K +75 +3%
RFS
791
Richardson Financial Services
Massachusetts
$144K +$144K +2,350 New
CF
792
Centaurus Financial
California
$142K +$7.37K +120 +5%
AP
793
Aspect Partners
Virginia
$140K +$141K +2,294 New
PCM
794
Penserra Capital Management
California
$140K -$30.2K -491 -18%
GRP
795
Global Retirement Partners
California
$138K -$28.8K -469 -17%
BAM
796
Byrne Asset Management
New Jersey
$137K -$7.68K -125 -5%
SSB
797
Sandy Spring Bank
Maryland
$135K +$430 +7 +0.3%
GWM
798
Geneos Wealth Management
Colorado
$131K -$1.35K -22 -1%
Acadian Asset Management
799
Acadian Asset Management
Massachusetts
$130K +$131K +2,126 New
Walleye Trading
800
Walleye Trading
New York
$127K +$127K +2,072 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.