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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
SR
926
Syntax Research
Florida
$19.3K
PCFFS
927
Pacific Center for Financial Services
California
$19.2K
BWP
928
Baldwin Wealth Partners
Massachusetts
$19.2K
VF
929
VitalStone Financial
Texas
$19K
HGERS
930
Householder Group Estate & Retirement Specialist
Arizona
$19K +$184 +3 +0.9%
FWM
931
Focused Wealth Management
New York
$18.7K +$61 +1 +0.3%
SS
932
Sunbelt Securities
Texas
$18.2K
DGAM
933
Desjardins Global Asset Management
Quebec, Canada
$17.7K +$246 +4 +1%
JWM
934
Janiczek Wealth Management
Colorado
$17.6K -$2.15K -35 -11%
OA
935
Operose Advisors
Wisconsin
$16.9K -$15.9K -259 -48%
NA
936
Nordwand Advisors
Pennsylvania
$15.3K
ZB
937
Zions Bancorporation
Utah
$14.6K -$369 -6 -2%
FFO
938
Fortitude Family Office
Arizona
$13.7K +$13.8K +224 New
PPC
939
Park Place Capital
Alabama
$13.6K
GA
940
GoalVest Advisory
New York
$13.5K +$13.5K +220 New
UFF
941
USA Financial Formulas
Michigan
$13K +$13K +212 New
FP
942
Financial Perspectives
Minnesota
$12.8K
CWC
943
Carolinas Wealth Consulting
North Carolina
$12.5K +$123 +2 +1%
CAC
944
Core Alternative Capital
Georgia
$12.3K -$10.8K -175 -46%
IFAM
945
Institutional & Family Asset Management
Colorado
$12.2K
AIMA
946
Ables Iannone Moore & Associates
Georgia
$12.2K +$12.3K +200 New
DFA
947
DHJJ Financial Advisors
Illinois
$11.9K
APC
948
Aspire Private Capital
North Carolina
$11.5K -$1.29K -21 -10%
AA
949
Ancora Advisors
Ohio
$10.8K
MFT
950
Moisand Fitzgerald Tamayo
Florida
$10.3K -$5.35K -87 -34%

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.