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Eversource Energy

872 hedge funds and large institutions have $23.8B invested in Eversource Energy in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 339 increasing their positions, 267 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

67% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $7.29M

27% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 267

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.55B)

5% more funds holding

Funds holding: 831872 (+41)

0.43% more ownership

Funds ownership: 79.07%79.51% (+0.43%)

Holders
872
Holders Change
+41
Holders Change %
+4.93%
% of All Funds
14.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
111
Increased
339
Reduced
267
Closed
52
Calls
$12.2M
Puts
$7.29M
Net Calls
+$4.89M
Net Calls Change
-$687K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$1.62M +$138K +1,740 +10%
EIA
302
Edgemoor Investment Advisors
Maryland
$1.61M
JC
303
JB Capital
Connecticut
$1.61M -$4.44K -56 -0.3%
IWC
304
Integrated Wealth Concepts
Massachusetts
$1.61M +$4.76K +60 +0.3%
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$1.6M +$11.7K +147 +0.8%
SG Americas Securities
306
SG Americas Securities
New York
$1.6M -$767K -9,671 -34%
MML Investors Services
307
MML Investors Services
Massachusetts
$1.6M -$54.2K -683 -3%
SWA
308
Stratos Wealth Advisors
Ohio
$1.59M -$3.97K -50 -0.3%
IA
309
IFP Advisors
Florida
$1.59M +$1.18M +14,939 +120%
CW
310
Connectus Wealth
Ohio
$1.58M -$7.93K -100 -0.5%
PWP
311
Principle Wealth Partners
Connecticut
$1.55M +$55.2K +696 +4%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$1.52M -$45.2K -570 -3%
IA
313
Icon Advisers
Colorado
$1.51M -$111K -1,400 -7%
WF
314
Welch & Forbes
Massachusetts
$1.51M -$30.7K -387 -2%
KeyBank National Association
315
KeyBank National Association
Ohio
$1.5M -$133K -1,682 -9%
TF
316
TIAA FSB
Florida
$1.47M -$114K -1,439 -8%
VPIM
317
Vanguard Personalized Indexing Management
California
$1.41M -$34.3K -433 -3%
PA
318
Profund Advisors
Maryland
$1.4M -$47K -593 -3%
PFO
319
Pathstone Family Office
New Jersey
$1.39M +$78.4K +988 +4%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$1.39M -$79.3K -1,000 -6%
NA
321
NewEdge Advisors
Louisiana
$1.35M +$160K +2,023 +8%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$1.34M +$166K +2,090 +15%
Holocene Advisors
323
Holocene Advisors
New York
$1.33M -$4.3M -54,164 -77%
SBIA
324
Sheaff Brock Investment Advisors
Indiana
$1.32M
TPA
325
Trivium Point Advisory
Connecticut
$1.31M +$43.2K +545 +4%

ES Hedge Fund Activity: Q4 2022 in Review

872 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2022, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ES positions and 52 closed out — a net gain of 59 holders — while 339 added to existing stakes and 267 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $99.6M.

  • 872 institutional investors held Eversource Energy (ES) as of Q4 2022, up from 831 in Q3 2022.
  • Funds reported $23.8B of Eversource Energy stock for Q4 2022, up 12% quarter-over-quarter.
  • 111 funds opened new Eversource Energy positions in Q4 2022 and 52 closed out, a net change of +59 holders.
  • The largest Eversource Energy buyer in Q4 2022 was BlackRock, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $99.6M sold.

Based on aggregated 13F filings for Q4 2022.