We are live on ! Find out more
PEG icon

Public Service Enterprise Group

1,171 hedge funds and large institutions have $33.3B invested in Public Service Enterprise Group in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 412 increasing their positions, 392 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $241M | Put options by funds: $44.7M

173% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 59

21% more capital invested

Capital invested by funds: $27.4B → $33.3B (+$5.82B)

9% more funds holding

Funds holding: 1,0781,171 (+93)

5% more repeat investments, than reductions

Existing positions increased: 412 | Existing positions reduced: 392

0.14% more ownership

Funds ownership: 74.75%74.9% (+0.14%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
1,171
Holders Change
+93
Holders Change %
+8.63%
% of All Funds
16.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
161
Increased
412
Reduced
392
Closed
59
Calls
$241M
Puts
$44.7M
Net Calls
+$196M
Net Calls Change
+$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1001
Colonial Trust Advisors
South Carolina
$86.1K -$3.99K -50 -5%
TFGT
1002
TS Financial Group (TSFG)
Illinois
$84K
SCM
1003
Silvant Capital Management
Georgia
$81.2K
CWA
1004
Carolina Wealth Advisors
South Carolina
$80.3K
KB
1005
Kimelman & Baird
New York
$80.3K
WSCM
1006
Wellington Shields Capital Management
New York
$80.3K
LSA
1007
Leonteq Securities AG
Switzerland
$79.8K
ME
1008
McIlrath & Eck
Washington
$79.8K
PMFA
1009
Plante Moran Financial Advisors
Michigan
$79.3K +$718 +9 +1%
WTA
1010
Washington Trust Advisors
Massachusetts
$79.1K +$1.92K +24 +3%
RAM
1011
Ramirez Asset Management
New York
$78.8K
Loomis, Sayles & Company
1012
Loomis, Sayles & Company
Massachusetts
$78K +$5.67K +71 +9%
PWMG
1013
Private Wealth Management Group
New Jersey
$77.6K
CBT
1014
CoreFirst Bank & Trust
Kansas
$77.1K +$69K +864 New
PCMC
1015
Planning Capital Management Corporation
Pennsylvania
$77K -$5.35K -67 -7%
RI
1016
Ridgewood Investments
New Jersey
$75.1K -$10.5K -132 -14%
AGWCA
1017
Annis Gardner Whiting Capital Advisors
Florida
$72.3K -$479 -6 -0.7%
JFA
1018
JNBA Financial Advisors
Minnesota
$71.4K
RIL
1019
Rothschild Investment LLC
Illinois
$71.4K +$798 +10 +1%
FFO
1020
Fortitude Family Office
Arizona
$71.3K +$48.8K +611 +325%
SWM
1021
Sugarloaf Wealth Management
Georgia
$69K
SIS
1022
Sound Income Strategies
Florida
$68.3K -$10.1K -126 -14%
BWL
1023
Bogart Wealth LLC
Virginia
$68.2K
DMBA
1024
Deseret Mutual Benefit Administrators
Utah
$67.1K -$1.04K -13 -2%
GKIM
1025
GW&K Investment Management
Massachusetts
$67K +$3.11K +39 +5%

PEG Hedge Fund Activity: Q3 2024 in Review

1,171 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2024, worth a combined $33.3B — up 21% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new PEG positions and 59 closed out — a net gain of 102 holders — while 412 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was JP Morgan Chase, cutting an estimated $562M.

  • 1,171 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2024, up from 1,078 in Q2 2024.
  • Funds reported $33.3B of Public Service Enterprise Group stock for Q3 2024, up 21% quarter-over-quarter.
  • 161 funds opened new Public Service Enterprise Group positions in Q3 2024 and 59 closed out, a net change of +102 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2024 was Bank of America, an estimated $594M added.
  • The largest Public Service Enterprise Group seller in Q3 2024 was JP Morgan Chase, an estimated $562M sold.

Based on aggregated 13F filings for Q3 2024.