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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
926
Harbor Investment Advisory
Maryland
$32.7K
FCT
927
First Community Trust
Iowa
$31.4K
Jones Financial Companies
928
Jones Financial Companies
Missouri
$30.6K -$32.4K -529 -54%
USB
929
Union Savings Bank
Connecticut
$30K
BWAM
930
Boyd Watterson Asset Management
Ohio
$29.9K
NFSG
931
Newbridge Financial Services Group
Florida
$29K -$37.2K -608 -58%
SWA
932
SOA Wealth Advisors
New York
$28.7K
RAM
933
Riggs Asset Management
Pennsylvania
$28.3K
BAM
934
Bellevue Asset Management
Washington
$27.9K +$122 +2 +0.5%
CWM
935
Cranbrook Wealth Management
Michigan
$26.7K
IGWM
936
ICA Group Wealth Management
Colorado
$26.7K
BSWA
937
Bromfield Sneider Wealth Advisors
Massachusetts
$25.9K
KFP
938
Keener Financial Planning
Texas
$23K
WT
939
Washington Trust
Rhode Island
$22.6K -$9.13K -149 -31%
FSWA
940
Financial Synergies Wealth Advisors
Texas
$22.1K +$19.9K +325 +5,417%
FG
941
Fairman Group
Pennsylvania
$21.2K
SR
942
Syntax Research
Florida
$21K
C
943
Covestor
United Kingdom
$21K -$9.37K -153 -33%
VF
944
VitalStone Financial
Texas
$21K
BWP
945
Baldwin Wealth Partners
Massachusetts
$21K
PCFFS
946
Pacific Center for Financial Services
California
$21K
CWP
947
Concord Wealth Partners
Virginia
$20K -$6.12K -100 -25%
TFA
948
Transamerica Financial Advisors
Florida
$20K -$66K -1,077 -79%
SS
949
Sunbelt Securities
Texas
$19.9K
JWM
950
Janiczek Wealth Management
Colorado
$19.3K +$122 +2 +0.7%

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.