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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
BPA
326
Beacon Pointe Advisors
California
$1.26M +$125K +1,575 +12%
MCAI
327
Members Capital Advisors Inc
Wisconsin
$1.26M
BCM
328
Brookstone Capital Management
Illinois
$1.26M +$42K +529 +4%
MA
329
MJP Associates
Connecticut
$1.24M +$8.57K +108 +0.7%
SFG
330
Sowa Financial Group
Rhode Island
$1.23M +$714 +9 +0.1%
Lido Advisors
331
Lido Advisors
California
$1.22M +$372K +4,694 +48%
Renaissance Technologies
332
Renaissance Technologies
New York
$1.21M -$36.2M -455,900 -97%
WHCI
333
W.H. Cornerstone Investments
Massachusetts
$1.2M +$323K +4,078 +40%
HT
334
Heritage Trust
Oklahoma
$1.19M +$872 +11 +0.1%
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$1.16M +$83.1K +1,048 +8%
CA
336
Cetera Advisors
Colorado
$1.15M +$452K +5,704 +71%
BRWA
337
B. Riley Wealth Advisors
Florida
$1.14M +$306K +3,852 +39%
EFS
338
Essex Financial Services
Connecticut
$1.14M +$58.1K +732 +6%
NFG
339
Nations Financial Group
Iowa
$1.14M +$1.08M +13,582 New
AIM
340
Achmea Investment Management
Netherlands
$1.11M
CG
341
Colony Group
Massachusetts
$1.1M +$696K +8,772 +202%
SHFA
342
SC&H Financial Advisors
Maryland
$1.1M -$32.2K -406 -3%
CA
343
Claro Advisors
Massachusetts
$1.1M -$58.7K -740 -5%
SICM
344
Sustainable Insight Capital Management
New York
$1.08M +$15.9K +200 +2%
MAM
345
Martingale Asset Management
Massachusetts
$1.08M -$31.5K -397 -3%
RBA
346
Richard Bernstein Advisors
New York
$1.06M +$1.01M +12,681 New
USAA
347
United Services Automobile Association
Texas
$1.06M
AC
348
Allstate Corporation
Illinois
$1.06M +$125K +1,579 +14%
AIM
349
Allstate Investment Management
Illinois
$1.06M +$999K +12,595 New
MGIA
350
Moneta Group Investment Advisors
Missouri
$1.05M +$23.6K +298 +2%

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.