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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
JWA
851
JFS Wealth Advisors
Pennsylvania
$92.6K -$1.47K -24 -2%
CA
852
Clearstead Advisors
Ohio
$89.3K -$2.39K -39 -3%
EWA
853
EverSource Wealth Advisors
Alabama
$88.6K +$26.5K +432 +51%
TWC
854
TD Waterhouse Canada
Ontario, Canada
$87.7K -$24.5K -400 -24%
KWAG
855
Kiely Wealth Advisory Group
North Carolina
$86K
HFM
856
Hartford Financial Management
Connecticut
$85.7K
NF
857
Norwood Financial
Pennsylvania
$84.3K +$28.5K +465 +58%
PAI
858
Pittenger & Anderson Inc
Nebraska
$83.1K -$9.8K -160 -11%
FPFS
859
First Personal Financial Services
North Carolina
$81.9K
OIA
860
Optimum Investment Advisors
Illinois
$80.1K
QC
861
Quent Capital
New York
$79.5K -$6.31K -103 -8%
Acadian Asset Management
862
Acadian Asset Management
Massachusetts
$77K -$59.5K -971 -46%
BBHC
863
Brown Brothers Harriman & Co
New York
$76.5K +$21.8K +356 +45%
AFG
864
Albion Financial Group
Utah
$74.1K
ME
865
McIlrath & Eck
Washington
$74.1K
BFEC
866
Benjamin F. Edwards & Company
Missouri
$74K
MA
867
Montag & Associates
Georgia
$71.3K -$48K -783 -42%
HI
868
Harbour Investments
Wisconsin
$71.2K +$12.1K +198 +23%
CTA
869
Colonial Trust Advisors
South Carolina
$69.1K -$1.29K -21 -2%
AT
870
Arlington Trust
Alabama
$67.6K -$2.45K -40 -4%
LC
871
Lindbrook Capital
California
$67.2K -$39.9K -652 -39%
PFBT
872
Parkside Financial Bank & Trust
Missouri
$66.4K -$2.14K -35 -3%
CIAS
873
CBIZ Investment Advisory Services
Ohio
$66.1K +$60.6K +989 New
CA
874
CoreCap Advisors
Michigan
$65.7K +$60.3K +984 New
PO
875
Private Ocean
California
$65.2K

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.