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Public Service Enterprise Group

1,078 hedge funds and large institutions have $27.4B invested in Public Service Enterprise Group in 2024 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 405 increasing their positions, 335 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $144M | Put options by funds: $35.9M

90% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 335

12% more capital invested

Capital invested by funds: $24.6B → $27.4B (+$2.85B)

6% more funds holding

Funds holding: 1,0201,078 (+58)

0.87% more ownership

Funds ownership: 73.88%74.75% (+0.87%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
1,078
Holders Change
+58
Holders Change %
+5.69%
% of All Funds
15.57%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
154
Increased
405
Reduced
335
Closed
81
Calls
$144M
Puts
$35.9M
Net Calls
+$108M
Net Calls Change
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1001
Operose Advisors
Wisconsin
$20.3K
SS
1002
Sunbelt Securities
Texas
$19.4K -$2.42K -34 -11%
OWA
1003
Opal Wealth Advisors
New York
$18.9K +$18.2K +256 New
NA
1004
Nordwand Advisors
Pennsylvania
$18.4K
FCG
1005
Financial Connections Group
California
$17K +$16.7K +235 New
PPC
1006
Park Place Capital
Alabama
$16.4K
CWC
1007
Carolinas Wealth Consulting
North Carolina
$15.6K +$213 +3 +1%
FP
1008
Financial Perspectives
Minnesota
$15.4K
VCM
1009
Versant Capital Management
Arizona
$15K +$10.4K +146 +252%
BCWM
1010
Bartlett & Co Wealth Management
Ohio
$14.8K
IFAM
1011
Institutional & Family Asset Management
Colorado
$14.7K
RS
1012
Rakuten Securities
Japan
$14.7K +$14.2K +200 New
DFA
1013
DHJJ Financial Advisors
Illinois
$14.4K
TCM
1014
TruNorth Capital Management
Michigan
$14.4K +$13.9K +195 New
UWS
1015
Unique Wealth Strategies
Illinois
$14.2K +$15.1K +213 New
FFO
1016
Fortitude Family Office
Arizona
$13.9K +$3.62K +51 +37%
ZB
1017
Zions Bancorporation
Utah
$13.7K -$3.69K -52 -22%
APC
1018
Aspire Private Capital
North Carolina
$13.7K -$213 -3 -2%
MWA
1019
MFA Wealth Advisors
Pennsylvania
$13.6K +$13.1K +185 New
FMP
1020
Financial Management Professionals
Texas
$13K +$497 +7 +4%
AA
1021
Ancora Advisors
Ohio
$13K
RFG
1022
REAP Financial Group
Texas
$13K -$2.98K -42 -19%
MFT
1023
Moisand Fitzgerald Tamayo
Florida
$12.4K
ZRP
1024
Zynergy Retirement Planning
New Jersey
$11.8K +$11.4K +160 New
ATC
1025
Adirondack Trust Company
New York
$11.4K

PEG Hedge Fund Activity: Q2 2024 in Review

1,078 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2024, worth a combined $27.4B — up 12% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new PEG positions and 81 closed out — a net gain of 73 holders — while 405 added to existing stakes and 335 trimmed.

The largest buyer was Bank of America, adding an estimated $226M. The largest seller was Point72 Asset Management, cutting an estimated $169M.

  • 1,078 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2024, up from 1,020 in Q1 2024.
  • Funds reported $27.4B of Public Service Enterprise Group stock for Q2 2024, up 12% quarter-over-quarter.
  • 154 funds opened new Public Service Enterprise Group positions in Q2 2024 and 81 closed out, a net change of +73 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2024 was Bank of America, an estimated $226M added.
  • The largest Public Service Enterprise Group seller in Q2 2024 was Point72 Asset Management, an estimated $169M sold.

Based on aggregated 13F filings for Q2 2024.