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Public Service Enterprise Group

1,172 hedge funds and large institutions have $33.3B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 412 increasing their positions, 392 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $241M | Put options by funds: $44.7M

173% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 59

21% more capital invested

Capital invested by funds: $27.4B → $33.3B (+$5.82B)

9% more funds holding

Funds holding: 1,0791,172 (+93)

5% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 392

0.14% more ownership

Funds ownership: 74.75%74.9% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,172
Holders Change
+93
Holders Change %
+8.62%
% of All Funds
16.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
412
Reduced
392
Closed
59
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
876
WealthTrust Axiom
Pennsylvania
$254K +$227K +2,844 New
SFG
877
SNS Financial Group
Minnesota
$253K +$479 +6 +0.2%
SCM
878
Schnieders Capital Management
California
$253K
LP
879
LMR Partners
United Kingdom
$252K -$405K -5,076 -64%
TFS
880
Thoroughbred Financial Services
Tennessee
$252K +$958 +12 +0.4%
CI
881
CX Institutional
Indiana
$251K +$3.75K +47 +2%
NP
882
NorthRock Partners
Minnesota
$251K +$7.18K +90 +3%
AAS
883
Ameritas Advisory Services
Nebraska
$251K -$36.6K -459 -14%
VFA
884
Values First Advisors
Tennessee
$251K -$16.2K -203 -7%
CM
885
Capula Management
Cayman Islands
$250K +$224K +2,805 New
GIA
886
Gateway Investment Advisers
Ohio
$250K +$1.04K +13 +0.5%
LA
887
LBP AM
France
$249K +$223K +2,795 New
BMC
888
Beaton Management Company
Massachusetts
$249K
BWP
889
Bernardo Wealth Planning
Pennsylvania
$248K
PPP
890
Private Portfolio Partners
New Jersey
$247K +$221K +2,773 New
MCM
891
Morton Capital Management
California
$245K +$219K +2,742 New
FLPIM
892
F.L. Putnam Investment Management
Massachusetts
$244K +$219K +2,738 New
LA
893
LexAurum Advisors
Kansas
$242K +$217K +2,718 New
SWM
894
Segment Wealth Management
Texas
$241K +$216K +2,707 New
MWM
895
Marion Wealth Management
Pennsylvania
$241K +$215K +2,700 New
BP
896
Ballentine Partners
Massachusetts
$238K +$213K +2,668 New
CIA
897
Capital Investment Advisors
Georgia
$237K +$212K +2,656 New
FBT
898
First Bank & Trust
South Dakota
$235K +$210K +2,634 New
GFA
899
Gallagher Fiduciary Advisors
Illinois
$233K +$209K +2,616 New
FWCM
900
Ferguson Wellman Capital Management
Oregon
$233K +$208K +2,607 New

PEG Hedge Fund Activity: Q3 2024 in Review

1,172 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2024, worth a combined $33.3B — up 21% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PEG positions and 59 closed out — a net gain of 102 holders — while 412 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $562M.

  • 1,172 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,079 in Q2 2024.
  • Funds reported $33.3B of Public Service Enterprise Group stock for Q3 2024, up 21% quarter-over-quarter.
  • 161 funds opened new Public Service Enterprise Group positions in Q3 2024 and 59 closed out, a net change of +102 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2024 was Bank of America, an estimated $594M added.
  • The largest Public Service Enterprise Group seller in Q3 2024 was JP Morgan Chase, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2024.