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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
AF
351
Allworth Financial
California
$1.04M -$13.7K -173 -1%
MGP
352
Metis Global Partners
California
$1.04M +$580K +7,312 +142%
Assenagon Asset Management
353
Assenagon Asset Management
Luxembourg
$1.04M -$2.14K -27 -0.2%
KRSITF
354
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M
PFS
355
Prospera Financial Services
Texas
$1.01M -$1.51M -19,042 -61%
RFC
356
Regions Financial Corp
Alabama
$1M -$56.1K -707 -6%
HFS
357
Heritage Financial Services
Massachusetts
$1M -$23.9K -301 -2%
CFGS
358
Concourse Financial Group Securities
Alabama
$996K +$19.3K +243 +2%
QC
359
Quadrature Capital
United Kingdom
$986K -$525K -6,614 -36%
KPWS
360
Kestra Private Wealth Services
Texas
$978K -$16.3K -206 -2%
CAG
361
Csenge Advisory Group
Florida
$936K +$20.5K +258 +2%
LNWWM
362
Laird Norton Wetherby Wealth Management
California
$932K +$176K +2,213 +25%
NMIMC
363
Northwestern Mutual Investment Management Company
Wisconsin
$915K -$155K -1,952 -15%
CA
364
Centerpoint Advisors
Massachusetts
$912K
PS
365
Presima Securities
Quebec, Canada
$908K +$127K +1,600 +17%
BPC
366
Banque Pictet & Cie
Switzerland
$897K -$15.2K -192 -2%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$885K -$10.1K -127 -1%
OC
368
Oppenheimer & Co
New York
$884K -$6.58K -83 -0.8%
RT
369
Rockland Trust
Massachusetts
$883K -$49K -618 -6%
ACA
370
Anchor Capital Advisors
Massachusetts
$863K
GC
371
Grimes & Company
Massachusetts
$859K -$46.9K -591 -5%
CCM
372
Cox Capital Management
Massachusetts
$854K +$28.9K +364 +4%
BEAM
373
Baker Ellis Asset Management
Washington
$850K
BA
374
Bellwether Advisors
Nebraska
$849K +$803K +10,125 New
OIA
375
OneDigital Investment Advisors
Kansas
$830K +$62K +782 +9%

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.