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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
APC
1101
Aspire Private Capital
North Carolina
$16.6K
MWA
1102
MFA Wealth Advisors
Pennsylvania
$16.5K
AA
1103
Ancora Advisors
Ohio
$16.1K +$319 +4 +2%
ZB
1104
Zions Bancorporation
Utah
$15.3K -$1.2K -15 -8%
MFT
1105
Moisand Fitzgerald Tamayo
Florida
$15K
ZRP
1106
Zynergy Retirement Planning
New Jersey
$14.3K
ATC
1107
Adirondack Trust Company
New York
$13.8K
RFG
1108
REAP Financial Group
Texas
$13.7K -$1.84K -23 -13%
CAS
1109
Coppell Advisory Solutions
Texas
$13.4K +$1.2K +15 +11%
HEIP
1110
Hudson Edge Investment Partners
New Jersey
$13.4K
CPA
1111
Capital Performance Advisors
California
$12.9K +$11.5K +144 New
BTC
1112
Bank & Trust Company
Illinois
$12.6K
CCM
1113
Chilton Capital Management
Texas
$12K +$4.55K +57 +73%
GA
1114
GoalVest Advisory
New York
$11.6K +$10.4K +130 New
HB
1115
Horizon Bancorp
Indiana
$11K +$9.58K +120 New
LJHT
1116
Laurie J. Hall Trustee
$11K +$10.2K +128 New
DIP
1117
DT Investment Partners
Pennsylvania
$10.9K +$5.19K +65 +114%
GTAM
1118
Global Trust Asset Management
Florida
$10.7K -$43.1K -540 -82%
BFPW
1119
BOK Financial Private Wealth
Colorado
$9.65K
BIA
1120
Bell Investment Advisors
California
$9.37K -$718 -9 -8%
CT
1121
Clearstead Trust
Maine
$8.92K
DF
1122
Dunhill Financial
United Kingdom
$8.67K +$3.99K +50 +106%
AWM
1123
Abound Wealth Management
Tennessee
$8.59K +$2.71K +34 +55%
FIM
1124
FWL Investment Management
Texas
$8.47K
CFO
1125
CVA Family Office
Colorado
$7.76K +$1.36K +17 +24%

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.