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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
TFIPS
876
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.6K +$41.8K +680 New
MPWT
877
MassMutual Private Wealth & Trust
Connecticut
$41.5K +$1.97K +32 +5%
FCA
878
FinTrust Capital Advisors
South Carolina
$41.1K +$4.18K +68 +11%
SA
879
Scarborough Advisors
Maryland
$41K +$41.2K +670 New
SIC
880
Salem Investment Counselors
North Carolina
$40.8K
PFSC
881
Peoples Financial Services Corp
Pennsylvania
$40.6K
GTAM
882
Global Trust Asset Management
Florida
$40.4K
TVWM
883
Tower View Wealth Management
Wisconsin
$39K +$369 +6 +0.9%
CCA
884
Catalyst Capital Advisors
New York
$38.5K -$10.9K -178 -22%
MRC
885
Millburn Ridgefield Corp
New York
$38.5K -$10.9K -178 -22%
MA
886
MCF Advisors
Kentucky
$38K
AIM
887
Anchor Investment Management
South Carolina
$37.3K
BCMIO
888
Beacon Capital Management Inc (Ohio)
Ohio
$37.1K
CSWM
889
Cassady Schiller Wealth Management
Ohio
$37.1K
PP
890
PrairieView Partners
Minnesota
$37K
Loomis, Sayles & Company
891
Loomis, Sayles & Company
Massachusetts
$36K -$27.7K -450 -43%
BGAI
892
Bruce G. Allen Investments
Colorado
$35.7K +$35.9K +584 New
DCM
893
Davis Capital Management
Florida
$35.3K +$35.5K +577 New
FMII
894
Farmers & Merchants Investments Inc
Nebraska
$34.9K
TFA
895
Toth Financial Advisory
Virginia
$34.2K
B
896
Birchbrook
Maine
$33.7K +$33.9K +551 New
TWM
897
Tradition Wealth Management
Minnesota
$33K -$184 -3 -0.5%
RFA
898
Resurgent Financial Advisors
Georgia
$32.5K +$32.6K +531 New
CAL
899
Capital Advisors Ltd
Ohio
$32K -$6.27K -102 -16%
HSA
900
Hussman Strategic Advisors
Maryland
$30.6K

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.