PEG icon

Public Service Enterprise Group
PEG

Overview Fund Activity

1,071 hedge funds and large institutions have $27.4B invested in Public Service Enterprise Group in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 401 increasing their positions, 334 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+58
Holders Change %
+5.73%
% of All Funds
15.58%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
154
Increased
401
Reduced
334
Closed
80
Calls
$144M
Puts
$35.9M
Net Calls
+$108M
Net Calls Change
-$33.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$235M
2
RJA
Raymond James & Associates
Florida
+$123M
3
Ameriprise
Ameriprise
Minnesota
+$107M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.6M
5
SSM
Sound Shore Management
Connecticut
+$71.3M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$175M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$144M
3
BlackRock
BlackRock
New York
-$136M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.3M
5
State Street
State Street
Massachusetts
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
776
Sterling Investment Counsel
New York
$265K -$28.1K -381 -10%
PL
777
Perpetual Ltd
Australia
$265K – – –
KSWWM
778
Keyes Stange & Wooten Wealth Management
Florida
$265K +$265K +3,593 New
CAM
779
Carret Asset Management
New York
$258K – – –
NCM
780
NCM Capital Management
New Jersey
$257K – – –
HFA
781
High Falls Advisors
New York
$257K +$2.65K +36 +1%
AFP
782
Ausdal Financial Partners
Iowa
$253K +$2.21K +30 +0.9%
BAM
783
Belpointe Asset Management
Nevada
$251K -$35.6K -483 -12%
FCA
784
FLC Capital Advisors
California
$251K – – –
CAIMH
785
Central Asset Investments & Management Holdings
Hong Kong
$251K +$251K +3,400 New
PTC
786
Philadelphia Trust Company
Pennsylvania
$248K – – –
FFM
787
Forum Financial Management
Illinois
$247K +$247K +3,353 New
MWA
788
Meridian Wealth Advisors
Texas
$247K +$247K +3,349 New
CFGSD
789
Compass Financial Group (South Dakota)
South Dakota
$246K +$1.92K +26 +0.8%
AAS
790
Ameritas Advisory Services
Nebraska
$241K +$221 +3 +0.1%
PPWM
791
Paragon Private Wealth Management
Kentucky
$241K +$958 +13 +0.4%
KWM
792
Kolinsky Wealth Management
New Jersey
$240K +$240K +3,262 New
AIM
793
Aigen Investment Management
New York
$240K +$240K +3,258 New
EWA
794
EP Wealth Advisors
California
$240K -$21.6K -293 -8%
AWMG
795
Alliance Wealth Management Group
New Jersey
$240K – – –
RA
796
Ruggaard & Associates
Ohio
$238K +$238K +3,233 New
VCG
797
Vantage Consulting Group
Virginia
$237K -$36.1K -490 -13%
MFG
798
Magnus Financial Group
New York
$234K +$2.73K +37 +1%
UF
799
Univest Financial
Pennsylvania
$234K – – –
FWTB
800
First Western Trust Bank
Colorado
$233K +$221 +3 +0.1%
30 31
32
33 34