Eversource Energy
853 hedge funds and large institutions have $19.9B invested in Eversource Energy in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 303 increasing their positions, 293 reducing their positions, and 92 closing their positions.
63% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $6.48M
3% more repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 293
4% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 92
1% less funds holding
Funds holding: 863 → 853 (-10)
4.13% less ownership
Funds ownership: 84.48% → 80.36% (-4.1%)
9% less capital invested
Capital invested by funds: $21.9B → $19.9B (-$2B)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
| 2 |
Man Group
London,
United Kingdom
|
+$90.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$62.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$59.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$1.36B |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$155M |
| 3 |
ZP
Zimmer Partners
New York
|
-$117M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$75.5M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$54.5M |
ES Hedge Fund Activity: Q2 2023 in Review
853 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2023, worth a combined $19.9B — down 9.2% from $21.9B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of ES and 88 opened new positions — a net loss of 4 holders — while 293 trimmed existing stakes and 303 added.
The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was OFI Invest Asset Management, cutting an estimated $1.36B.
- 853 institutional investors held Eversource Energy (ES) as of Q2 2023, down from 863 in Q1 2023.
- Funds reported $19.9B of Eversource Energy stock for Q2 2023, down 9.2% quarter-over-quarter.
- 88 funds opened new Eversource Energy positions in Q2 2023 and 92 closed out, a net change of -4 holders.
- The largest Eversource Energy buyer in Q2 2023 was Fidelity Investments, an estimated $169M added.
- The largest Eversource Energy seller in Q2 2023 was OFI Invest Asset Management, an estimated $1.36B sold.
Based on aggregated 13F filings for Q2 2023.