PEG icon

Public Service Enterprise Group
PEG

Overview Fund Activity

1,013 hedge funds and large institutions have $24.5B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 366 increasing their positions, 374 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+12
Holders Change %
+1.2%
% of All Funds
14.68%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
104
Increased
366
Reduced
374
Closed
79
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$205M
2
Ameriprise
Ameriprise
Minnesota
+$186M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$162M
4
Citadel Advisors
Citadel Advisors
Florida
+$141M
5
MIM
Merewether Investment Management
Texas
+$53.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$368M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$295M
3
State Street
State Street
Massachusetts
-$158M
4
Invesco
Invesco
Georgia
-$115M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$97.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
801
Magnus Financial Group
New York
$210K +$210K +3,143 New
EWS
802
Eagle Wealth Strategies
New Jersey
$210K -$155K -2,320 -42%
MA
803
Mezzasalma Advisors
New Jersey
$210K -$46.3K -694 -18%
SW
804
SlateStone Wealth
Florida
$209K +$209K +3,135 New
IA
805
IFP Advisors
Florida
$208K +$82.4K +1,234 +65%
OWP
806
Obermeyer Wealth Partners
Colorado
$205K +$205K +3,075 New
PA
807
PSI Advisors
Florida
$204K +$90.6K +1,357 +80%
PD
808
Planning Directions
Pennsylvania
$204K +$204K +3,052 New
EFA
809
Edge Financial Advisors
Illinois
$203K +$203K +3,045 New
CAM
810
Cidel Asset Management
Ontario, Canada
$203K +$203K +3,041 New
BSA
811
Bull Street Advisors
Georgia
$203K +$203K +3,036 New
WB
812
West Bancorporation
Iowa
$203K +$203K +3,039 New
DWT
813
Dorsey & Whitney Trust
South Dakota
$203K -$42.5K -636 -17%
MA
814
MONECO Advisors
Connecticut
$200K +$200K +3,002 New
GBT
815
Grove Bank & Trust
Florida
$200K +$200K +2,996 New
SCM
816
SOL Capital Management
Maryland
$200K +$200K +3,000 New
NSIM
817
North Star Investment Management
Illinois
$196K – – –
SIM
818
Sentry Investment Management
Wisconsin
$189K +$189K +2,830 New
RFS
819
Richardson Financial Services
Massachusetts
$174K +$17K +255 +11%
MHR
820
Matthew Hamilton Rosenberg
$171K +$7.93K +119 +5%
PA
821
Parallel Advisors
California
$170K -$34.2K -512 -17%
HDIM
822
Hanson & Doremus Investment Management
Vermont
$169K – – –
GRP
823
Global Retirement Partners
California
$165K +$9.48K +142 +6%
AWM
824
Avior Wealth Management
Nebraska
$163K +$39.8K +596 +32%
N
825
Natixis
France
$160K +$160K +2,394 New
31 32
33
34 35