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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
GT
126
Glenview Trust
Kentucky
$12.7M +$527K +8,569 +4%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$12.3M +$303K +4,926 +3%
LP
128
LMR Partners
United Kingdom
$12.2M +$12.3M +200,004 New
SCTC
129
Sanibel Captiva Trust Company
Florida
$11.9M +$12M +194,795 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$11.7M -$33.3M -542,076 -74%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$11.6M -$4.34M -70,656 -27%
HAI
132
Hennessy Advisors Inc
California
$11.4M -$313K -5,100 -3%
WCM
133
Wedge Capital Management
North Carolina
$11.3M -$2.58M -41,960 -18%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$11.2M -$221K -3,598 -2%
GC
135
Guggenheim Capital
Illinois
$11.2M +$2M +32,555 +22%
SEI Investments
136
SEI Investments
Pennsylvania
$11M +$961K +15,638 +10%
II
137
IFM Investors
Australia
$10.8M +$112K +1,820 +1%
Corient Private Wealth
138
Corient Private Wealth
Florida
$10.7M +$144K +2,345 +1%
GT
139
Glenmede Trust
Pennsylvania
$10.6M -$1.8M -29,268 -14%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$10.5M -$4.89M -79,644 -32%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$10.5M +$326K +5,311 +3%
Truist Financial
142
Truist Financial
North Carolina
$10.1M -$1.87M -30,452 -16%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$10.1M +$385K +6,272 +4%
American Century Companies
144
American Century Companies
Missouri
$9.99M -$7.46M -121,396 -43%
SOMRS
145
State of Michigan Retirement System
Michigan
$9.84M +$1.48M +24,100 +18%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$9.84M +$664K +10,813 +7%
Adage Capital Partners
147
Adage Capital Partners
Massachusetts
$9.73M -$5.36M -87,200 -35%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$9.68M +$7.71M +125,418 +382%
HW
149
Hancock Whitney
Mississippi
$9.48M +$88K +1,432 +0.9%
SCM
150
Shelton Capital Management
Colorado
$9.48M +$8.17M +133,000 +606%

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.