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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
BWM
951
BKM Wealth Management
Wisconsin
$10.1K +$10.1K +165 New
ATC
952
Adirondack Trust Company
New York
$9.67K
BIA
953
Bell Investment Advisors
California
$9.36K -$2.09K -34 -18%
CFD
954
Creative Financial Designs
Indiana
$8.86K +$61 +1 +0.7%
CLOS
955
Compagnie Lombard Odier SCmA
Switzerland
$7.95K
PB
956
Pinnacle Bancorp
Nebraska
$7.4K
BFPW
957
BOK Financial Private Wealth
Colorado
$6.61K +$6.64K +108 New
CIA
958
Cape Investment Advisory
Georgia
$6.48K +$799 +13 +14%
CFO
959
CVA Family Office
Colorado
$6.42K +$6.45K +105 New
AF
960
Advisornet Financial
Minnesota
$6.24K +$3.26K +53 +108%
CT
961
Clearstead Trust
Maine
$6.12K
RTL
962
Red Tortoise LLC
Georgia
$6.05K
RFG
963
RFP Financial Group
Georgia
$5.57K
BHWM
964
Beaird Harris Wealth Management
Texas
$5.32K +$5.35K +87 New
CT
965
Colonial Trust
South Carolina
$5.32K +$2.21K +36 +71%
WIA
966
Wetzel Investment Advisors
Indiana
$5K +$4.86K +79 New
FWM
967
FSA Wealth Management
Massachusetts
$5K +$5.04K +82 New
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$4.69K +$4.67K +76 New
AWM
969
Abound Wealth Management
Tennessee
$4.6K
TVAMP
970
Tennessee Valley Asset Management Partners
Tennessee
$4.22K +$4.24K +69 New
VCM
971
Versant Capital Management
Arizona
$4.22K +$492 +8 +13%
CMP
972
Coston McIsaac & Partners
Maine
$4K
AW
973
Avion Wealth
Texas
$4K +$676 +11 +22%
FCG
974
Financial Connections Group
California
$4K +$4.61K +75 New
DAM
975
Delta Asset Management
Tennessee
$3.67K

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.