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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
ACA
901
Anchor Capital Advisors
Massachusetts
$232K +$207K +2,600 New
NF
902
Nikulski Financial
Iowa
$232K +$207K +2,600 New
BAM
903
BOS Asset Management
Illinois
$232K +$207K +2,598 New
PD
904
Planning Directions
Pennsylvania
$232K +$207K +2,595 New
RCM
905
RNC Capital Management
California
$231K
CI Investments Inc
906
CI Investments Inc
Ontario, Canada
$231K -$136K -1,705 -40%
VCM
907
Virtue Capital Management
Tennessee
$230K -$22.7K -285 -10%
CFGA
908
Cambridge Financial Group (Arizona)
Arizona
$230K +$206K +2,577 New
TCOT
909
Trust Company of Toledo
Ohio
$230K +$205K +2,574 New
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
$229K -$36.6K -459 -15%
EFG
911
Ethos Financial Group
Pennsylvania
$229K -$306K -3,836 -60%
MHR
912
Matthew Hamilton Rosenberg
$229K
AA
913
Auxano Advisors
Washington
$228K -$24.8K -311 -11%
PIA
914
Pinion Investment Advisors
Kansas
$228K +$204K +2,555 New
CWS
915
Cypress Wealth Services
California
$228K +$204K +2,552 New
AL
916
Aspiriant LLC
California
$227K +$203K +2,546 New
HDIM
917
Hanson & Doremus Investment Management
Vermont
$226K
KFA
918
Krane Funds Advisors
New York
$226K -$205K -2,564 -50%
FFN
919
Focus Financial Network
Minnesota
$225K +$201K +2,524 New
MAM
920
Mystic Asset Management
Rhode Island
$223K -$27.9K -350 -12%
FAM
921
Formidable Asset Management
Ohio
$223K +$200K +2,500 New
UH
922
Unigestion Holding
Switzerland
$223K +$199K +2,495 New
MCM
923
Manchester Capital Management
Vermont
$222K
SFWC
924
Strategic Family Wealth Counselors
New Jersey
$222K +$198K +2,487 New
OBGC
925
O'Brien Greene & Co
Pennsylvania
$219K +$196K +2,450 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.