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Public Service Enterprise Group
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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: 1,020 → 1,078 (+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: 9 → 8 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$226M
2
RJA
Raymond James & Associates
Florida
+$119M
3
Ameriprise
Ameriprise
Minnesota
+$103M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.3M
5
SSM
Sound Shore Management
Connecticut
+$68.7M

Top Sellers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$169M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$139M
3
BlackRock
BlackRock
New York
-$131M
4
JP Morgan Chase
JP Morgan Chase
New York
-$85.1M
5
State Street
State Street
Massachusetts
-$68.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1051
Chesapeake Asset Management
New York
$3.98K – – –
WWP
1052
WR Wealth Planners
Missouri
$3.91K +$426 +6 +13%
JFGIW
1053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69K – – –
PWA
1054
Provenance Wealth Advisors
Florida
$3.69K – – –
DF
1055
Dunhill Financial
United Kingdom
$3.47K +$640 +9 +24%
RFG
1056
RFP Financial Group
Georgia
$3.32K +$1.92K +27 +150%
TWP
1057
Triad Wealth Partners
Kansas
$3.32K +$3.2K +45 New
RTL
1058
Red Tortoise LLC
Georgia
$3.17K – – –
AF
1059
Advisornet Financial
Minnesota
$3.1K +$1.07K +15 +56%
PCM
1060
Penserra Capital Management
California
$3K – – –
CSWM
1061
Cassady Schiller Wealth Management
Ohio
$2.87K – – –
PA
1062
Pineridge Advisors
Missouri
$2.73K – – –
DPW
1063
DiNuzzo Private Wealth
Pennsylvania
$2.65K +$426 +6 +20%
FW
1064
Fairway Wealth
Ohio
$2.51K +$2.42K +34 New
SIC
1065
SJS Investment Consulting
Ohio
$2.43K – – –
GFPC
1066
Global Financial Private Client
Florida
$2.36K – – –
AFWM
1067
Abich Financial Wealth Management
Virginia
$2.21K -$133K -1,877 -98%
SL
1068
Salomon & Ludwin
Virginia
$2.21K -$39.8K -560 -95%
SGC
1069
Slocum, Gordon & Co
Rhode Island
$1.84K +$1.78K +25 New
VWA
1070
Valued Wealth Advisors
Utah
$1.77K – – –
CAC
1071
Core Alternative Capital
Georgia
$1.7K – – –
MWM
1072
Mascoma Wealth Management
New Hampshire
$1.62K +$1.56K +22 New
ETS
1073
ESL Trust Services
New York
$1.47K +$1.42K +20 New
TFM
1074
TFC Financial Management
Massachusetts
$1.4K +$142 +2 +12%
TCA
1075
Trifecta Capital Advisors
Illinois
$1.33K – – –
41 42
43
44 45

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.