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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
OA
951
Operose Advisors
Wisconsin
$18.4K
RA
952
Rise Advisors
New York
$18.3K +$16.8K +274 New
NA
953
Nordwand Advisors
Pennsylvania
$16.7K
GA
954
GoalVest Advisory
New York
$16.7K +$1.84K +30 +14%
ZB
955
Zions Bancorporation
Utah
$15.9K
CFFP
956
Center for Financial Planning
Michigan
$15.4K -$6.12K -100 -30%
PPC
957
Park Place Capital
Alabama
$14.8K
RFG
958
REAP Financial Group
Texas
$14.6K -$65.8K -1,075 -83%
CWC
959
Carolinas Wealth Consulting
North Carolina
$14.1K +$306 +5 +2%
FP
960
Financial Perspectives
Minnesota
$14K
BCWM
961
Bartlett & Co Wealth Management
Ohio
$13.4K -$29.6K -484 -71%
IFAM
962
Institutional & Family Asset Management
Colorado
$13.4K
DFA
963
DHJJ Financial Advisors
Illinois
$13K
Loomis, Sayles & Company
964
Loomis, Sayles & Company
Massachusetts
$13K -$24.3K -397 -67%
APC
965
Aspire Private Capital
North Carolina
$12.6K +$61 +1 +0.5%
FMP
966
Financial Management Professionals
Texas
$12K -$11K -180 -51%
AA
967
Ancora Advisors
Ohio
$11.8K
HT
968
Headlands Technologies
Illinois
$11.3K +$10.3K +169 New
MFT
969
Moisand Fitzgerald Tamayo
Florida
$11.2K
ATC
970
Adirondack Trust Company
New York
$10.3K
FFO
971
Fortitude Family Office
Arizona
$9.15K -$5.33K -87 -39%
PB
972
Pinnacle Bancorp
Nebraska
$8.08K
BIA
973
Bell Investment Advisors
California
$7.61K -$2.39K -39 -25%
HWA
974
Heritage Wealth Advisors
Virginia
$7.48K +$6.86K +112 New
BFPW
975
BOK Financial Private Wealth
Colorado
$7.22K

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.