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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
GCM
201
Greenland Capital Management
New York
$5.02M -$237K -3,851 -4%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$5.02M -$270K -4,389 -5%
Creative Planning
203
Creative Planning
Kansas
$4.92M +$213K +3,467 +4%
OIM
204
Opus Investment Management
Massachusetts
$4.92M
MHI
205
Miller Howard Investments
New York
$4.76M +$2.64M +43,025 +124%
NYLIM
206
New York Life Investment Management
New York
$4.75M +$21.7K +353 +0.5%
Mirae Asset Global Investments
207
Mirae Asset Global Investments
South Korea
$4.68M -$583K -9,492 -11%
PAMG
208
Patton Albertson Miller Group
Tennessee
$4.65M +$1.34M +21,810 +40%
CIP
209
Chartwell Investment Partners
Pennsylvania
$4.64M -$641K -10,434 -12%
MPM
210
Meritage Portfolio Management
Kansas
$4.62M -$4.12K -67 -0.1%
IEFM
211
IQ EQ Fund Management
Ireland
$4.53M +$14.8K +241 +0.3%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$4.52M +$96.2K +1,565 +2%
TRCT
213
Tower Research Capital (TRC)
New York
$4.51M +$2.26M +36,740 +99%
CB
214
Community Bank
New York
$4.47M -$139K -2,259 -3%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$4.42M +$328K +5,338 +8%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$4.41M -$61.9K -1,008 -1%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$4.4M +$250K +4,065 +6%
Cerity Partners
218
Cerity Partners
New York
$4.34M +$1.86M +30,214 +74%
AF
219
Apexium Financial
Texas
$4.31M -$12K -195 -0.3%
SAM
220
Storebrand Asset Management
Norway
$4.29M +$855K +13,910 +25%
MF
221
Magnetar Financial
Illinois
$4.24M +$4.26M +69,338 New
KIA
222
KCM Investment Advisors
California
$4.22M -$874K -14,230 -17%
Squarepoint
223
Squarepoint
New York
$4.17M -$11.1M -181,286 -73%
M
224
MOTCO
Texas
$4.15M -$745K -12,121 -15%
HFS
225
Hantz Financial Services
Michigan
$4.15M -$301K -4,905 -7%

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.