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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
William Blair & Company
276
William Blair & Company
Illinois
$1.79M -$48.4K -776 -2%
HF
277
HRT Financial
New York
$1.79M +$445K +7,138 +30%
NWM
278
Northcape Wealth Management
New York
$1.76M +$17K +272 +0.9%
IC
279
IEQ Capital
California
$1.74M -$369K -5,928 -16%
RIM
280
Redwood Investment Management
Arizona
$1.71M +$49.1K +788 +3%
DIM
281
DC Investments Management
Virginia
$1.69M +$810K +12,993 +79%
SGCA
282
Steel Grove Capital Advisors
Tennessee
$1.67M -$70.2K -1,126 -4%
KA
283
Kintegral Advisory
New York
$1.67M -$84.5K -1,356 -4%
Hudson Bay Capital Management
284
Hudson Bay Capital Management
Connecticut
$1.66M +$1.8M +28,877 New
BFS
285
Bradley Foster & Sargent
Connecticut
$1.63M +$64.7K +1,038 +4%
GAM
286
Groupama Asset Management
France
$1.63M +$1.24M +19,973 +235%
I
287
InceptionR
California
$1.63M +$1.01M +16,271 +134%
SIP
288
Stoneridge Investment Partners
Pennsylvania
$1.62M +$1.75M +28,134 New
M&T Bank
289
M&T Bank
New York
$1.6M +$61K +978 +4%
AAM
290
Advisors Asset Management
Colorado
$1.59M -$408K -6,544 -19%
GIBU
291
Gulf International Bank (UK)
United Kingdom
$1.57M -$14K -225 -0.8%
DAS
292
Dynamic Advisor Solutions
Arizona
$1.55M +$24.1K +387 +1%
EP
293
Essential Planning
New Hampshire
$1.53M +$1.53M +24,570 New
TRSOTSOK
294
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M
HT
295
Heritage Trust
Oklahoma
$1.52M +$1.65M +26,470 New
SWA
296
Stratos Wealth Advisors
Ohio
$1.46M +$8.79K +141 +0.6%
CCP
297
Clarkston Capital Partners
Michigan
$1.44M
DADC
298
D.A. Davidson & Co
Montana
$1.43M +$224K +3,593 +17%
FI
299
Finivi Inc
Massachusetts
$1.42M +$953K +15,292 +162%
IWC
300
Integrated Wealth Concepts
Massachusetts
$1.42M +$47.9K +769 +3%

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.