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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
BEI
351
Benjamin Edwards Inc
Missouri
$1.09M +$1M +15,546 +3,810%
NIM
352
NEOS Investment Management
Connecticut
$1.08M +$210K +3,248 +26%
PAS
353
Park Avenue Securities
New York
$1.05M -$51.7K -800 -5%
CW
354
Code Waechter
Florida
$1.04M +$986K +15,251 New
USB
355
Union Savings Bank
Connecticut
$1.02M +$67.8K +1,049 +8%
NC
356
nVerses Capital
Florida
$1M +$401K +6,200 +73%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$993K +$69.9K +1,081 +8%
AIP
358
Ameritas Investment Partners
Nebraska
$961K -$42.7K -661 -4%
RT
359
Rockland Trust
Massachusetts
$956K +$17.8K +275 +2%
ECM
360
Everence Capital Management
Indiana
$955K -$1.05M -16,270 -54%
PS
361
Presima Securities
Quebec, Canada
$948K +$6.46K +100 +0.7%
TI
362
Tidal Investments
Wisconsin
$942K +$44.5K +689 +5%
Assenagon Asset Management
363
Assenagon Asset Management
Luxembourg
$922K -$35K -541 -4%
SCM
364
Sterling Capital Management
North Carolina
$914K +$868K +13,431 New
FHA
365
Flagship Harbor Advisors
Massachusetts
$905K -$1.23M -19,005 -59%
EB
366
Eastern Bank
Massachusetts
$903K +$496K +7,682 +138%
HWM
367
HB Wealth Management
Georgia
$900K +$138K +2,130 +19%
PI
368
PEAK6 Investments
Illinois
$897K -$352K -5,447 -29%
BG
369
Bahl & Gaynor
Ohio
$885K -$411K -6,357 -33%
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$861K -$60.6K -937 -7%
GS
371
GTS Securities
New York
$858K +$815K +12,615 New
PCG
372
Prosperity Consulting Group
Maryland
$853K +$810K +12,537 New
FCI
373
Financial Counselors Inc
Kansas
$852K +$9.56K +148 +1%
OIA
374
OneDigital Investment Advisors
Kansas
$846K -$11.2K -173 -1%
AAG
375
Armstrong Advisory Group
Massachusetts
$845K -$15.7K -243 -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.