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Eversource Energy

866 hedge funds and large institutions have $20.2B invested in Eversource Energy in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 312 increasing their positions, 271 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $31M | Put options by funds: $14.8M

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $16.4B → $20.2B (+$3.81B)

15% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 271

6% more funds holding

Funds holding: 814866 (+52)

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
124
Increased
312
Reduced
271
Closed
66
Calls
$31M
Puts
$14.8M
Net Calls
+$16.2M
Net Calls Change
-$724K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
301
Baird Financial Group
Wisconsin
$1.54M -$1.89M -29,269 -56%
TRCT
302
Tower Research Capital (TRC)
New York
$1.53M -$4.5M -69,607 -76%
SRL
303
Scientech Research LLC
New Jersey
$1.52M -$729K -11,276 -34%
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$1.51M -$16.7K -259 -1%
BFS
305
Bard Financial Services
Connecticut
$1.48M +$996K +15,419 +245%
SPIA
306
Steward Partners Investment Advisory
New York
$1.48M +$2.26K +35 +0.2%
PA
307
Profund Advisors
Maryland
$1.47M +$136K +2,109 +11%
FPB
308
First PREMIER Bank
South Dakota
$1.46M -$69.3K -1,073 -5%
MML Investors Services
309
MML Investors Services
Massachusetts
$1.46M +$392K +6,069 +39%
CGH
310
Crossmark Global Holdings
Texas
$1.45M +$969 +15 +0.1%
DADC
311
D.A. Davidson & Co
Montana
$1.45M +$3.1K +48 +0.2%
Simplex Trading
312
Simplex Trading
Illinois
$1.45M +$951K +14,715 +223%
AWM
313
AE Wealth Management
Kansas
$1.43M -$34.8K -539 -3%
AI
314
Atria Investments
North Carolina
$1.42M +$516K +7,984 +62%
BCM
315
Brookstone Capital Management
Illinois
$1.42M -$388K -5,999 -22%
JC
316
JB Capital
Connecticut
$1.4M +$43K +666 +3%
BAMF
317
BI Asset Management Fondsmaeglerselskab
Denmark
$1.39M +$26.8K +415 +2%
EFS
318
Essex Financial Services
Connecticut
$1.39M -$75.2K -1,164 -5%
BG
319
Bollard Group
Massachusetts
$1.39M +$927K +14,340 +238%
Truist Financial
320
Truist Financial
North Carolina
$1.38M +$123K +1,896 +10%
LSERS
321
Louisiana State Employees Retirement System
Louisiana
$1.37M +$12.9K +200 +1%
RIM
322
Rakuten Investment Management
Japan
$1.36M +$336K +5,193 +35%
SA
323
Sanctuary Advisors
Indiana
$1.35M +$336K +5,203 +32%
BCM
324
Bayesian Capital Management
New York
$1.35M +$1.28M +19,881 New
SAM
325
Securian Asset Management
Minnesota
$1.34M -$28.9K -447 -2%

ES Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2024, worth a combined $20.2B — up 23% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ES positions and 66 closed out — a net gain of 58 holders — while 312 added to existing stakes and 271 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $768M. The largest seller was Zimmer Partners, cutting an estimated $312M.

  • 866 institutional investors held Eversource Energy (ES) as of Q3 2024, up from 814 in Q2 2024.
  • Funds reported $20.2B of Eversource Energy stock for Q3 2024, up 23% quarter-over-quarter.
  • 124 funds opened new Eversource Energy positions in Q3 2024 and 66 closed out, a net change of +58 holders.
  • The largest Eversource Energy buyer in Q3 2024 was Wellington Management Group, an estimated $768M added.
  • The largest Eversource Energy seller in Q3 2024 was Zimmer Partners, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2024.