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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
RFG
826
REAP Financial Group
Texas
$79.1K +$79.5K +1,293 New
HFM
827
Hartford Financial Management
Connecticut
$78.5K -$983 -16 -1%
AFWM
828
Abich Financial Wealth Management
Virginia
$78K +$78.4K +1,275 New
CA
829
Clearstead Advisors
Ohio
$76.7K -$86.5K -1,408 -53%
RIM
830
Rakuten Investment Management
Japan
$75.2K +$75.8K +1,233 New
FPFS
831
First Personal Financial Services
North Carolina
$75K
OIA
832
Optimum Investment Advisors
Illinois
$73.4K -$73.7K -1,200 -50%
KWAG
833
Kiely Wealth Advisory Group
North Carolina
$72.4K +$77.2K +1,257 New
LSA
834
Leonteq Securities AG
Switzerland
$68.6K
AIC
835
Archer Investment Corporation
Indiana
$68.4K
BFEC
836
Benjamin F. Edwards & Company
Missouri
$68K
AFG
837
Albion Financial Group
Utah
$67.9K
ME
838
McIlrath & Eck
Washington
$67.8K
CTA
839
Colonial Trust Advisors
South Carolina
$64.5K
AT
840
Arlington Trust
Alabama
$64.4K +$63.4K +1,031 +4,686%
NFSG
841
Newbridge Financial Services Group
Florida
$63.7K +$32K +520 +100%
PFBT
842
Parkside Financial Bank & Trust
Missouri
$62.9K -$3.63K -59 -5%
AP
843
Arlington Partners
Alabama
$61.9K +$60.9K +991 +4,505%
Jones Financial Companies
844
Jones Financial Companies
Missouri
$60.4K +$37.5K +610 +162%
PO
845
Private Ocean
California
$59.7K
TFGT
846
TS Financial Group (TSFG)
Illinois
$57K -$676 -11 -1%
SIS
847
Sound Income Strategies
Florida
$56.6K +$42.5K +692 +296%
SCM
848
Silvant Capital Management
Georgia
$55.6K
PCMC
849
Planning Capital Management Corporation
Pennsylvania
$55.4K +$55.7K +906 New
CWA
850
Carolina Wealth Advisors
South Carolina
$55K

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.