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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
801
MGO One Seven
Ohio
$211K -$110K -1,794 -36%
KFS
802
Kelly Financial Services
Massachusetts
$211K
FWTB
803
First Western Trust Bank
Colorado
$211K +$194K +3,162 New
MGWA
804
Monument Group Wealth Advisors
Massachusetts
$210K +$193K +3,150 New
GIA
805
Guyasuta Investment Advisors
Pennsylvania
$210K
MFG
806
Magnus Financial Group
New York
$210K +$192K +3,143 New
EWS
807
Eagle Wealth Strategies
New Jersey
$210K -$142K -2,320 -42%
MA
808
Mezzasalma Advisors
New Jersey
$210K -$42.5K -694 -18%
SW
809
SlateStone Wealth
Florida
$209K +$192K +3,135 New
IA
810
IFP Advisors
Florida
$208K +$75.6K +1,234 +65%
OWP
811
Obermeyer Wealth Partners
Colorado
$205K +$188K +3,075 New
PA
812
PSI Advisors
Florida
$204K +$83.1K +1,357 +80%
PD
813
Planning Directions
Pennsylvania
$204K +$187K +3,052 New
EFA
814
Edge Financial Advisors
Illinois
$203K +$186K +3,045 New
CAM
815
Cidel Asset Management
Ontario, Canada
$203K +$186K +3,041 New
BSA
816
Bull Street Advisors
Georgia
$203K +$186K +3,036 New
WB
817
West Bancorporation
Iowa
$203K +$186K +3,039 New
DWT
818
Dorsey & Whitney Trust
South Dakota
$203K -$39K -636 -17%
MA
819
MONECO Advisors
Connecticut
$200K +$184K +3,002 New
GBT
820
Grove Bank & Trust
Florida
$200K +$183K +2,996 New
SCM
821
SOL Capital Management
Maryland
$200K +$184K +3,000 New
NSIM
822
North Star Investment Management
Illinois
$196K
SIM
823
Sentry Investment Management
Wisconsin
$189K +$173K +2,830 New
RFS
824
Richardson Financial Services
Massachusetts
$174K +$15.6K +255 +11%
MHR
825
Matthew Hamilton Rosenberg
$171K +$7.29K +119 +5%

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.