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Public Service Enterprise Group

1,020 hedge funds and large institutions have $24.6B invested in Public Service Enterprise Group in 2024 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 367 increasing their positions, 377 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more call options, than puts

Call options by funds: $177M | Put options by funds: $36M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

33% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 80

8% more capital invested

Capital invested by funds: $22.7B → $24.6B (+$1.91B)

1% more funds holding

Funds holding: 1,0071,020 (+13)

0.56% less ownership

Funds ownership: 74.44%73.88% (-0.56%)

3% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 377

Holders
1,020
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.69%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
106
Increased
367
Reduced
377
Closed
80
Calls
$177M
Puts
$36M
Net Calls
+$141M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1076
Turtle Creek Wealth Advisors
Texas
-$42.3K -691 Closed
SA
1077
Scarborough Advisors
Maryland
-$41K -670 Closed
BCMIO
1078
Beacon Capital Management Inc (Ohio)
Ohio
-$37.1K -607 Closed
TWM
1079
Tradition Wealth Management
Minnesota
-$33K -543 Closed
RFA
1080
Resurgent Financial Advisors
Georgia
-$32.5K -531 Closed
AA
1081
Addison Advisors
Vermont
-$30.6K -500 Closed
OIAM
1082
OFI Invest Asset Management
France
-$26.2K -474 Closed
RIM
1083
Rockbridge Investment Management
New York
-$27.5K -450 Closed
TWA
1084
Tandem Wealth Advisors
Arizona
-$20.7K -338 Closed
HGERS
1085
Householder Group Estate & Retirement Specialist
Arizona
-$19K -323 Closed
FWM
1086
Focused Wealth Management
New York
-$18.7K -306 Closed
UFF
1087
USA Financial Formulas
Michigan
-$13K -212 Closed
AIMA
1088
Ables Iannone Moore & Associates
Georgia
-$12.2K -200 Closed
BWM
1089
BKM Wealth Management
Wisconsin
-$10.1K -165 Closed
CFD
1090
Creative Financial Designs
Indiana
-$8.86K -145 Closed
CIA
1091
Cape Investment Advisory
Georgia
-$6.48K -106 Closed
BHWM
1092
Beaird Harris Wealth Management
Texas
-$5.32K -87 Closed
FWM
1093
FSA Wealth Management
Massachusetts
-$5K -82 Closed
FCG
1094
Financial Connections Group
California
-$4K -75 Closed
TVAMP
1095
Tennessee Valley Asset Management Partners
Tennessee
-$4.22K -69 Closed
LF
1096
Lee Financial
Texas
-$3K -49 Closed
LIWM
1097
Long Island Wealth Management
New York
-$1K -10 Closed
EWM
1098
Evermay Wealth Management
Virginia
-$367 -6 Closed
CAM
1099
ClariVest Asset Management
California
-$183 -3 Closed
TWP
1100
TFO Wealth Partners
Ohio
-$183 -3 Closed

PEG Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2024, worth a combined $24.6B — up 8.4% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new PEG positions and 80 closed out — a net gain of 26 holders — while 367 added to existing stakes and 377 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $338M.

  • 1,020 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2024, up from 1,007 in Q4 2023.
  • Funds reported $24.6B of Public Service Enterprise Group stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 106 funds opened new Public Service Enterprise Group positions in Q1 2024 and 80 closed out, a net change of +26 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2024 was Point72 Asset Management, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2024 was Morgan Stanley, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.