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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
RAM
851
Ramirez Asset Management
New York
$54K
PMFA
852
Plante Moran Financial Advisors
Michigan
$53.8K
PWMG
853
Private Wealth Management Group
New Jersey
$53.2K +$53.5K +870 New
HI
854
Harbour Investments
Wisconsin
$53.1K +$6.64K +108 +14%
CBT
855
CoreFirst Bank & Trust
Kansas
$52.8K
EWA
856
EverSource Wealth Advisors
Alabama
$52K -$3.93K -64 -7%
RIL
857
Rothschild Investment LLC
Illinois
$52K +$52.2K +850 New
GIA
858
GHP Investment Advisors
Colorado
$50.6K -$18.4K -300 -27%
WTA
859
Washington Trust Advisors
Massachusetts
$49.3K
AGWCA
860
Annis Gardner Whiting Capital Advisors
Florida
$49.2K +$2.03K +33 +4%
HB
861
Horizon Bancorp
Indiana
$49K
JFA
862
JNBA Financial Advisors
Minnesota
$48.9K
NF
863
Norwood Financial
Pennsylvania
$48.8K
BBHC
864
Brown Brothers Harriman & Co
New York
$48.3K -$6.88K -112 -12%
DMBA
865
Deseret Mutual Benefit Administrators
Utah
$46.8K -$13.7K -223 -23%
BWL
866
Bogart Wealth LLC
Virginia
$46.8K +$47K +765 New
SWM
867
Sugarloaf Wealth Management
Georgia
$46.5K +$430 +7 +0.9%
GCM
868
Gables Capital Management
Florida
$45.9K +$9.22K +150 +25%
MCM
869
MV Capital Management
Maryland
$45.1K +$737 +12 +2%
CA
870
Centerpoint Advisors
Massachusetts
$44K
ECM
871
Estabrook Capital Management
New York
$43.4K
BBPWM
872
Blue Bell Private Wealth Management
Pennsylvania
$42.5K +$12K +195 +39%
TCWA
873
Turtle Creek Wealth Advisors
Texas
$42.3K +$42.5K +691 New
BCWM
874
Bartlett & Co Wealth Management
Ohio
$42.1K +$30.7K +500 +270%
BC
875
Bartlett & Co
Ohio
$42K +$30.7K +500 +270%

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.