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Eversource Energy

852 hedge funds and large institutions have $23B invested in Eversource Energy in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 348 increasing their positions, 247 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $4.5M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

41% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 247

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

0.71% more ownership

Funds ownership: 78.21%78.92% (+0.71%)

0% more funds holding

Funds holding: 849852 (+3)

3% less capital invested

Capital invested by funds: $23.6B → $23B (-$596M)

Holders
852
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
77
Increased
348
Reduced
247
Closed
62
Calls
$15.7M
Puts
$4.5M
Net Calls
+$11.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
301
Glenmede Trust
Pennsylvania
$1.84M +$65K +732 +3%
MML Investors Services
302
MML Investors Services
Massachusetts
$1.83M +$71.2K +801 +4%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$1.81M +$8.88K +100 +0.5%
GC
304
Guggenheim Capital
Illinois
$1.8M -$2.05M -23,088 -52%
MLICM
305
Metropolitan Life Insurance Company (MetLife)
New York
$1.75M -$39.5K -445 -2%
PAS
306
Park Avenue Securities
New York
$1.73M -$46.5K -523 -2%
TF
307
TIAA FSB
Florida
$1.72M -$40K -450 -2%
VI
308
Vestcor Inc
New Brunswick, Canada
$1.72M +$229K +2,577 +15%
DADC
309
D.A. Davidson & Co
Montana
$1.71M -$11K -124 -0.6%
EIA
310
Edgemoor Investment Advisors
Maryland
$1.64M
IA
311
Icon Advisers
Colorado
$1.64M
CAN
312
Cetera Advisor Networks
California
$1.64M +$167K +1,884 +11%
IWC
313
Integrated Wealth Concepts
Massachusetts
$1.61M +$651K +7,333 +62%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$1.61M -$88.8K -1,000 -5%
CW
315
Connectus Wealth
Ohio
$1.6M +$1.69M +18,993 New
CIBC World Market
316
CIBC World Market
Ontario, Canada
$1.6M +$1.68M +18,959 New
Connor, Clark & Lunn Investment Management (CC&L)
317
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.59M -$507K -5,711 -23%
KeyBank National Association
318
KeyBank National Association
Ohio
$1.58M -$51.9K -584 -3%
SWA
319
Stratos Wealth Advisors
Ohio
$1.58M +$9.6K +108 +0.6%
PAG
320
Private Advisor Group
New Jersey
$1.57M -$2.58K -29 -0.2%
CWM
321
Cordatus Wealth Management
Pennsylvania
$1.56M +$33.2K +374 +2%
WF
322
Welch & Forbes
Massachusetts
$1.55M -$15.5K -175 -0.9%
ACM
323
Aquatic Capital Management
Illinois
$1.53M +$1.61M +18,100 New
PS
324
Pensionfund Sabic
Netherlands
$1.52M -$178K -2,000 -10%
RT
325
Rockland Trust
Massachusetts
$1.49M -$37K -417 -2%

ES Hedge Fund Activity: Q2 2022 in Review

852 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2022, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ES positions and 62 closed out — a net gain of 15 holders — while 348 added to existing stakes and 247 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $114M. The largest seller was Deutsche Bank, cutting an estimated $119M.

  • 852 institutional investors held Eversource Energy (ES) as of Q2 2022, up from 849 in Q1 2022.
  • Funds reported $23B of Eversource Energy stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 77 funds opened new Eversource Energy positions in Q2 2022 and 62 closed out, a net change of +15 holders.
  • The largest Eversource Energy buyer in Q2 2022 was Morgan Stanley, an estimated $114M added.
  • The largest Eversource Energy seller in Q2 2022 was Deutsche Bank, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2022.