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Public Service Enterprise Group

1,243 hedge funds and large institutions have $31.6B invested in Public Service Enterprise Group in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 466 increasing their positions, 393 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.8M

123% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 80

19% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 393

6% more funds holding

Funds holding: 1,1711,243 (+72)

0.11% more ownership

Funds ownership: 74.9%75.01% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $33.3B → $31.6B (-$1.69B)

Holders
1,243
Holders Change
+72
Holders Change %
+6.15%
% of All Funds
16.37%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
178
Increased
466
Reduced
393
Closed
80
Calls
$217M
Puts
$43.8M
Net Calls
+$173M
Net Calls Change
-$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1226
HHM Wealth Advisors
Tennessee
$1.86K +$1.95K +22 New
TWD
1227
True Wealth Design
Ohio
$1.61K +$89 +1 +6%
TCA
1228
Trifecta Capital Advisors
Illinois
$1.52K
PWA
1229
Principia Wealth Advisory
Texas
$1.18K +$1.24K +14 New
TCM
1230
TD Capital Management
Tennessee
$1.11K +$1.15K +13 New
TFA
1231
Transamerica Financial Advisors
Florida
$1K
MWA
1232
Medallion Wealth Advisors
Connecticut
$988 +$1.06K +12 New
NC
1233
NewSquare Capital
Pennsylvania
$929 +$974 +11 New
WW
1234
Winnow Wealth
Texas
$858 +$974 +11 New
NWM
1235
Nova Wealth Management
Florida
$845 +$885 +10 New
LWCFA
1236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$821
APW
1237
Aventura Private Wealth
Florida
$591 +$620 +7 New
CAWM
1238
Capital A Wealth Management
Pennsylvania
$507 +$531 +6 New
PWM
1239
Parkworth Wealth Management
California
$507 +$531 +6 New
SMAM
1240
Sugar Maple Asset Management
Wisconsin
$422 +$443 +5 New
WBC
1241
West Branch Capital
Massachusetts
$169
CIA
1242
Cape Investment Advisory
Georgia
$169 +$177 +2 New
SAM
1243
Synergy Asset Management
Washington
$49 +$89 +1 New
CIA
1244
ClearBridge Investments (Australia)
Australia
-$96.2M -1,078,807 Closed
Arrowstreet Capital
1245
Arrowstreet Capital
Massachusetts
-$36.5M -408,805 Closed
ZP
1246
Zimmer Partners
New York
-$24.8M -278,000 Closed
Lord, Abbett & Co
1247
Lord, Abbett & Co
New Jersey
-$24.7M -276,925 Closed
TCA
1248
Tortoise Capital Advisors
Kansas
-$14.2M -158,973 Closed
UOC
1249
UBS O'Connor
Illinois
-$12M -134,400 Closed
Hudson Bay Capital Management
1250
Hudson Bay Capital Management
Connecticut
-$11.3M -126,319 Closed

PEG Hedge Fund Activity: Q4 2024 in Review

1,243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2024, worth a combined $31.6B — down 5.1% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new PEG positions and 80 closed out — a net gain of 98 holders — while 466 added to existing stakes and 393 trimmed.

The largest buyer was Jennison Associates, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $269M.

  • 1,243 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2024, up from 1,171 in Q3 2024.
  • Funds reported $31.6B of Public Service Enterprise Group stock for Q4 2024, down 5.1% quarter-over-quarter.
  • 178 funds opened new Public Service Enterprise Group positions in Q4 2024 and 80 closed out, a net change of +98 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2024 was Jennison Associates, an estimated $167M added.
  • The largest Public Service Enterprise Group seller in Q4 2024 was JP Morgan Chase, an estimated $269M sold.

Based on aggregated 13F filings for Q4 2024.