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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
226
Engineers Gate Manager
New York
$3.12M -$5.74M -92,109 -63%
KPWS
227
Kestra Private Wealth Services
Texas
$3.07M +$892K +14,312 +37%
Marshall Wace
228
Marshall Wace
United Kingdom
$3.05M +$1.9M +30,455 +134%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$3.02M -$340K -5,462 -9%
OAM
230
Ostrum Asset Management
France
$3.01M -$1.03M -16,452 -24%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$3M +$1.85M +29,702 +131%
PFSRSONJ
232
Police & Firemen's Retirement System of New Jersey
New Jersey
$3M +$3.25M +52,221 New
Neuberger Berman Group
233
Neuberger Berman Group
New York
$2.91M -$81.7K -1,311 -3%
PA
234
Pinnacle Associates
New York
$2.84M -$29.1K -467 -0.9%
AM
235
AGF Management
Ontario, Canada
$2.81M -$129K -2,067 -4%
YCM
236
Yousif Capital Management
Michigan
$2.79M +$96.1K +1,542 +3%
BMSSC
237
B. Metzler seel. Sohn & Co
Germany
$2.78M +$175K +2,800 +6%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$2.75M +$127K +2,045 +4%
IG
239
ING Group
Netherlands
$2.69M -$62.3K -1,000 -2%
ACM
240
Aquatic Capital Management
Illinois
$2.65M +$160K +2,568 +6%
NAM
241
Nissay Asset Management
Japan
$2.61M +$57.2K +917 +2%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$2.58M -$760K -12,196 -21%
MOACM
243
Mutual of America Capital Management
New York
$2.52M -$7.11K -114 -0.3%
BC
244
Burney Company
Virginia
$2.5M +$60.3K +967 +2%
GAM
245
Generali Asset Management
Italy
$2.4M +$2.61M +41,856 New
SOADOR
246
State of Alaska Department of Revenue
Alaska
$2.4M +$16.8K +270 +0.7%
UM
247
UniSuper Management
Australia
$2.39M +$650K +10,421 +33%
Rafferty Asset Management
248
Rafferty Asset Management
New York
$2.36M -$2.93K -47 -0.1%
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
$2.31M +$622K +9,981 +33%
RMC
250
Resources Management Corp
Connecticut
$2.23M

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.