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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
AA
901
Addison Advisors
Vermont
$30.6K +$30.7K +500 New
FDCP
902
Foster Dykema Cabot & Partners
Massachusetts
$30.6K +$30.7K +500 New
HIA
903
Harbor Investment Advisory
Maryland
$29.9K +$1.97K +32 +7%
WT
904
Washington Trust
Rhode Island
$29.8K +$5.35K +87 +22%
FCT
905
First Community Trust
Iowa
$28.7K
Capstone Investment Advisors
906
Capstone Investment Advisors
New York
$28.4K -$403K -6,562 -93%
C
907
Covestor
United Kingdom
$28K +$9.59K +156 +50%
RIM
908
Rockbridge Investment Management
New York
$27.5K +$27.7K +450 New
USB
909
Union Savings Bank
Connecticut
$27.5K
BWAM
910
Boyd Watterson Asset Management
Ohio
$27.4K
SWA
911
SOA Wealth Advisors
New York
$26.3K
OIAM
912
OFI Invest Asset Management
France
$26.2K +$1.66K +27 +6%
RAM
913
Riggs Asset Management
Pennsylvania
$25.9K
BAM
914
Bellevue Asset Management
Washington
$25.5K +$123 +2 +0.5%
CWP
915
Concord Wealth Partners
Virginia
$24.5K
CWM
916
Cranbrook Wealth Management
Michigan
$24.5K
IGWM
917
ICA Group Wealth Management
Colorado
$24.5K +$24.6K +400 New
BSWA
918
Bromfield Sneider Wealth Advisors
Massachusetts
$23.7K
GKIM
919
GW&K Investment Management
Massachusetts
$23K +$430 +7 +2%
FMP
920
Financial Management Professionals
Texas
$22K +$615 +10 +3%
TWA
921
Tandem Wealth Advisors
Arizona
$20.7K
PP
922
PFS Partners
New Jersey
$20.2K
CFFP
923
Center for Financial Planning
Michigan
$20.2K +$6.14K +100 +43%
KFP
924
Keener Financial Planning
Texas
$20K +$20.4K +332 New
FG
925
Fairman Group
Pennsylvania
$19.4K +$19.5K +318 New

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.