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Public Service Enterprise Group

1,243 hedge funds and large institutions have $31.6B invested in Public Service Enterprise Group in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 466 increasing their positions, 393 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.8M

123% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 80

19% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 393

6% more funds holding

Funds holding: 1,1711,243 (+72)

0.11% more ownership

Funds ownership: 74.9%75.01% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $33.3B → $31.6B (-$1.69B)

Holders
1,243
Holders Change
+72
Holders Change %
+6.15%
% of All Funds
16.37%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
178
Increased
466
Reduced
393
Closed
80
Calls
$217M
Puts
$43.8M
Net Calls
+$173M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGSD
851
Compass Financial Group (South Dakota)
South Dakota
$284K +$974 +11 +0.3%
MWA
852
Meridian Wealth Advisors
Texas
$283K -$708 -8 -0.2%
GIA
853
Guyasuta Investment Advisors
Pennsylvania
$282K
CLA
854
Carnegie Lake Advisors
New Jersey
$282K
KWM
855
Kolinsky Wealth Management
New Jersey
$278K +$354 +4 +0.1%
CC
856
Callan Capital
California
$278K +$3.45K +39 +1%
CAM
857
Carret Asset Management
New York
$276K -$21K -237 -7%
BAM
858
Belpointe Asset Management
Nevada
$276K +$15.6K +176 +5%
AWMG
859
Alliance Wealth Management Group
New Jersey
$275K
PTC
860
Private Trust Company
Ohio
$274K -$60.9K -688 -17%
RA
861
Ruggaard & Associates
Ohio
$273K
SAM
862
Smartleaf Asset Management
Massachusetts
$273K +$83.6K +944 +41%
CSA
863
Cornerstone Select Advisors
Missouri
$272K +$285K +3,215 New
IC
864
Iconiq Capital
California
$271K +$284K +3,211 New
MFG
865
Magnus Financial Group
New York
$271K +$1.24K +14 +0.4%
PFPT
866
Pinnacle Financial Partners (Tennessee)
Tennessee
$270K +$16.7K +189 +6%
UF
867
Univest Financial
Pennsylvania
$268K
FWTB
868
First Western Trust Bank
Colorado
$267K
KFS
869
Kelly Financial Services
Massachusetts
$267K
RA
870
RFG Advisory
Alabama
$267K +$2.57K +29 +0.9%
TFS
871
Thoroughbred Financial Services
Tennessee
$267K +$29.8K +337 +12%
MGWA
872
Monument Group Wealth Advisors
Massachusetts
$266K
WA
873
Waverly Advisors
Alabama
$266K +$278K +3,146 New
EWS
874
Eagle Wealth Strategies
New Jersey
$265K +$1.59K +18 +0.6%
ECM
875
Evergreen Capital Management
Washington
$265K +$3.98K +45 +1%

PEG Hedge Fund Activity: Q4 2024 in Review

1,243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2024, worth a combined $31.6B — down 5.1% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new PEG positions and 80 closed out — a net gain of 98 holders — while 466 added to existing stakes and 393 trimmed.

The largest buyer was Jennison Associates, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $269M.

  • 1,243 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2024, up from 1,171 in Q3 2024.
  • Funds reported $31.6B of Public Service Enterprise Group stock for Q4 2024, down 5.1% quarter-over-quarter.
  • 178 funds opened new Public Service Enterprise Group positions in Q4 2024 and 80 closed out, a net change of +98 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2024 was Jennison Associates, an estimated $167M added.
  • The largest Public Service Enterprise Group seller in Q4 2024 was JP Morgan Chase, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2024.