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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
HCP
801
Hexagon Capital Partners
Arkansas
$126K +$17.8K +289 +16%
LWA
802
Lowe Wealth Advisors
Maryland
$125K
GI
803
GAMMA Investing
California
$123K +$131K +2,128 New
WTC
804
WhitTier Trust Company
Nevada
$116K +$9.28K +151 +9%
IA
805
IFP Advisors
Florida
$115K +$13.9K +227 +14%
MA
806
Montag & Associates
Georgia
$113K
AWM
807
Avior Wealth Management
Nebraska
$113K
T. Rowe Price Investment Management
808
T. Rowe Price Investment Management
Maryland
$111K +$111K +1,799 New
MCM
809
Manchester Capital Management
Vermont
$107K +$1.84K +30 +2%
TWC
810
TD Waterhouse Canada
Ontario, Canada
$105K
PA
811
PSI Advisors
Florida
$104K
FDCDDQ
812
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K -$844K -13,730 -89%
LC
813
Lindbrook Capital
California
$101K +$36.4K +592 +55%
M
814
Mirova
France
$96.8K -$5.84K -95 -6%
WPA
815
West Paces Advisors
Georgia
$96.8K -$3.13K -51 -3%
CAS
816
Coppell Advisory Solutions
Texas
$96K +$96.5K +1,570 New
AA
817
Alta Advisers
United Kingdom
$91.7K
SJIM
818
St. Johns Investment Management
Florida
$91.7K
UCB
819
United Community Bank
South Carolina
$87.5K +$1.23K +20 +1%
JWA
820
JFS Wealth Advisors
Pennsylvania
$86.2K +$4.73K +77 +6%
CSB
821
City State Bank
Iowa
$86K
PAI
822
Pittenger & Anderson Inc
Nebraska
$85.9K -$9.83K -160 -10%
TFA
823
Transamerica Financial Advisors
Florida
$84K -$24.4K -397 -22%
SIS
824
Strategic Investment Solutions
Illinois
$80.4K -$5.01M -81,592 -98%
QC
825
Quent Capital
New York
$79.1K -$4.36K -71 -5%

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.