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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
PWP
326
Principle Wealth Partners
Connecticut
$1.48M +$39.8K +448 +3%
AI
327
Atria Investments
North Carolina
$1.47M +$68.8K +774 +5%
CCP
328
Corient Capital Partners
California
$1.46M -$64.5K -726 -4%
AIP
329
Ameritas Investment Partners
Nebraska
$1.42M +$342K +3,851 +30%
PA
330
Profund Advisors
Maryland
$1.42M +$66.9K +753 +5%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$1.41M -$13.2M -148,041 -90%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
332
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.41M +$213K +2,392 +17%
BCV
333
Banque Cantonale Vaudoise
Switzerland
$1.4M +$418K +4,700 +39%
Capital Fund Management (CFM)
334
Capital Fund Management (CFM)
France
$1.35M +$1.43M +16,041 New
IWP
335
Icon Wealth Partners
Texas
$1.35M +$888 +10 +0.1%
SBIA
336
Sheaff Brock Investment Advisors
Indiana
$1.33M
MA
337
MJP Associates
Connecticut
$1.31M +$7.82K +88 +0.6%
AIM
338
Aigen Investment Management
New York
$1.29M -$3.76M -42,358 -74%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$1.28M +$8.35K +94 +0.6%
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$1.96K -22 -0.1%
Cetera Investment Advisers
341
Cetera Investment Advisers
Illinois
$1.27M +$19.3K +217 +1%
MCAI
342
Members Capital Advisors Inc
Wisconsin
$1.27M
SCF
343
Sante Capital Fund
Texas
$1.24M +$323K +3,635 +33%
SHFA
344
SC&H Financial Advisors
Maryland
$1.24M +$152K +1,709 +13%
SFG
345
Sowa Financial Group
Rhode Island
$1.23M +$1.96K +22 +0.2%
TPA
346
Trivium Point Advisory
Connecticut
$1.23M -$31.9K -359 -2%
BBVA
347
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M +$143K +1,609 +13%
HT
348
Heritage Trust
Oklahoma
$1.2M -$31.5K -355 -2%
RFC
349
Regions Financial Corp
Alabama
$1.2M -$4.89K -55 -0.4%
ECM
350
Everence Capital Management
Indiana
$1.2M

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.