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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
Aviva
76
Aviva
United Kingdom
$33.1M +$1.78M +29,007 +6%
Victory Capital Management
77
Victory Capital Management
Texas
$32.6M +$360K +5,858 +1%
Canada Life
78
Canada Life
Manitoba, Canada
$32.2M -$1.18M -19,139 -3%
Mitsubishi UFJ Asset Management
79
Mitsubishi UFJ Asset Management
Japan
$31.5M +$1.77M +28,735 +6%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$30.1M -$2.85M -46,330 -9%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$27.5M +$1.98M +32,211 +8%
RJA
82
Raymond James & Associates
Florida
$27.2M +$76.7K +1,248 +0.3%
MAM
83
Magellan Asset Management
Australia
$25.8M +$229K +3,719 +0.9%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$25.4M +$1.1M +17,838 +4%
Prudential Financial
85
Prudential Financial
New Jersey
$25.1M -$3.01M -49,021 -11%
TCA
86
Tortoise Capital Advisors
Kansas
$25.1M -$1.96M -31,953 -7%
VLKIM
87
Van Lanschot Kempen Investment Management
Netherlands
$24.8M +$835K +13,595 +3%
BG
88
Bollard Group
Massachusetts
$24.8M +$214K +3,480 +0.9%
Citigroup
89
Citigroup
New York
$24M -$15.4M -250,150 -39%
LPL Financial
90
LPL Financial
California
$24M +$3.2M +51,999 +15%
ORIO
91
Old Republic International (ORI)
Illinois
$24M -$615K -10,000 -2%
MAM
92
Martingale Asset Management
Massachusetts
$23.5M -$609K -9,911 -3%
FHA
93
First Horizon Advisors
Tennessee
$23.3M -$32.3K -525 -0.1%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$23.1M -$12.4M -201,076 -35%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$23M +$3.29M +53,577 +17%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$22.8M +$2.61M +42,407 +13%
CW
97
Connectus Wealth
Ohio
$22.3M +$987K +16,057 +5%
SLAM
98
Swiss Life Asset Management
$20.7M +$525K +8,538 +3%
Royal London Asset Management
99
Royal London Asset Management
United Kingdom
$20M +$2.79M +45,370 +16%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$20M -$1.03M -16,784 -5%

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.