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Public Service Enterprise Group

1,007 hedge funds and large institutions have $22.7B invested in Public Service Enterprise Group in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 363 increasing their positions, 341 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 60

112% more call options, than puts

Call options by funds: $49.6M | Put options by funds: $23.4M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 9261,007 (+81)

8% more capital invested

Capital invested by funds: $20.9B → $22.7B (+$1.75B)

6% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 341

0.79% more ownership

Funds ownership: 73.65%74.44% (+0.79%)

Holders
1,007
Holders Change
+81
Holders Change %
+8.75%
% of All Funds
14.68%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
153
Increased
363
Reduced
341
Closed
60
Calls
$49.6M
Puts
$23.4M
Net Calls
+$26.2M
Net Calls Change
+$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CIMLRA
101
CBRE Investment Management Listed Real Assets
Pennsylvania
$19.7M -$17.9M -291,225 -48%
Millennium Management
102
Millennium Management
New York
$19.2M -$17.9M -291,575 -48%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$18.7M +$1.12M +18,195 +6%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$18.4M +$11.5M +187,523 +167%
AWM
105
AE Wealth Management
Kansas
$17.9M +$1.61M +26,275 +9%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$17.5M +$2.71M +44,059 +18%
VanEck Associates
107
VanEck Associates
New York
$17.3M +$818K +13,312 +5%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$17M -$163K -2,658 -0.9%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$16.9M +$16.9K +275 +0.1%
AQR Capital Management
110
AQR Capital Management
Connecticut
$16.7M -$9.43M -153,515 -36%
Caisse de Depot et Placement du Quebec (CDPQ)
111
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.3M +$13.6M +221,903 +490%
Osaic Holdings
112
Osaic Holdings
Arizona
$16.3M +$3.37M +54,807 +26%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$16.3M
Asset Management One
114
Asset Management One
Japan
$15.8M -$228K -3,707 -1%
GF
115
Gabelli Funds
New York
$15.8M +$13.7K +223 +0.1%
Swedbank
116
Swedbank
Sweden
$15.8M +$1.27M +20,702 +9%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$15.5M -$2.68M -43,655 -15%
Assenagon Asset Management
118
Assenagon Asset Management
Luxembourg
$14.7M +$13.6M +221,613 +1,168%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$14.7M +$1.26M +20,434 +9%
GHA
120
GW Henssler & Associates
Georgia
$14.5M -$110K -1,792 -0.8%
MSV
121
MN Services Vermogensbeheer
Netherlands
$14.4M -$541K -8,800 -4%
FAF
122
Första AP-fonden
Sweden
$13.9M -$1.86M -30,300 -12%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$13.5M +$132K +2,150 +1%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$13M +$368K +5,991 +3%
AFCM
125
Applied Finance Capital Management
Puerto Rico
$12.9M +$1.22M +19,913 +10%

PEG Hedge Fund Activity: Q4 2023 in Review

1,007 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2023, worth a combined $22.7B — up 8.3% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new PEG positions and 60 closed out — a net gain of 93 holders — while 363 added to existing stakes and 341 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $361M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.

  • 1,007 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2023, up from 926 in Q3 2023.
  • Funds reported $22.7B of Public Service Enterprise Group stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 153 funds opened new Public Service Enterprise Group positions in Q4 2023 and 60 closed out, a net change of +93 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2023 was Morgan Stanley, an estimated $361M added.
  • The largest Public Service Enterprise Group seller in Q4 2023 was Capital Research Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2023.