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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
MCM
976
MidAtlantic Capital Management
Virginia
$3.67K +$3.69K +60 New
DIP
977
DT Investment Partners
Pennsylvania
$3.32K
CAM
978
Chesapeake Asset Management
New York
$3.3K
JFGIW
979
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.06K
PWA
980
Provenance Wealth Advisors
Florida
$3.06K +$3.07K +50 New
LF
981
Lee Financial
Texas
$3K
SIC
982
SJS Investment Consulting
Ohio
$2.26K +$184 +3 +9%
PA
983
Pineridge Advisors
Missouri
$2.22K +$2.21K +36 New
ETC
984
Exchange Traded Concepts
Oklahoma
$2.2K -$676 -11 -23%
GFPC
985
Global Financial Private Client
Florida
$1.96K
DF
986
Dunhill Financial
United Kingdom
$1.93K +$1.97K +32 New
FRA
987
Frank Rimerman Advisors
California
$1.9K +$1.91K +31 New
CB
988
CNB Bank
Pennsylvania
$1.83K -$34.4K -560 -95%
DPW
989
DiNuzzo Private Wealth
Pennsylvania
$1.83K +$1.84K +30 New
SL
990
Salomon & Ludwin
Virginia
$1.71K
VWA
991
Valued Wealth Advisors
Utah
$1.42K +$1.54K +25 New
MSG
992
Main Street Group
Virginia
$1.39K +$1.35K +22 New
NSG
993
Nalls Sherbakoff Group
Tennessee
$1.16K
TCA
994
Trifecta Capital Advisors
Illinois
$1.1K
TFM
995
TFC Financial Management
Massachusetts
$1.04K -$615 -10 -37%
GWSG
996
GPS Wealth Strategies Group
Colorado
$1.04K
LIWM
997
Long Island Wealth Management
New York
$1K +$615 +10 New
S
998
Sachetta
Massachusetts
$734 +$737 +12 New
TWD
999
True Wealth Design
Ohio
$429
WA
1000
WestEnd Advisors
North Carolina
$428 -$369 -6 -46%

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.