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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
GOCP
351
Great Oak Capital Partners
Massachusetts
$969K +$2.49K +40 +0.2%
CG
352
Caprock Group
Idaho
$954K -$136K -2,179 -12%
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$937K +$6.92K +111 +0.7%
CP
354
Camelot Portfolios
Ohio
$937K -$91.1K -1,462 -8%
UCFA
355
United Capital Financial Advisors
Texas
$926K -$202K -3,235 -17%
CIMLRA
356
CBRE Investment Management Listed Real Assets
Pennsylvania
$921K -$1.62M -25,968 -62%
SRL
357
Scientech Research LLC
New Jersey
$919K -$395K -6,343 -28%
LWMM
358
Legacy Wealth Management (Mississippi)
Mississippi
$916K -$204K -3,280 -17%
SOAMC
359
Spirit of America Management Corp
New York
$910K +$243K +3,900 +33%
CW
360
Code Waechter
Florida
$896K +$22.1K +355 +2%
IIM
361
INTECH Investment Management
Florida
$885K -$1.55M -24,858 -62%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$884K +$50.5K +810 +6%
PIM
363
Penobscot Investment Management
Massachusetts
$883K -$82.1K -1,317 -8%
ZIM
364
Zacks Investment Management
Illinois
$882K +$958K +15,364 New
PAG
365
Private Advisor Group
New Jersey
$880K -$183K -2,928 -16%
Jane Street
366
Jane Street
New York
$856K -$1.13M -18,088 -55%
EF
367
Empowered Funds
Pennsylvania
$852K +$339K +5,441 +58%
JF
368
Jump Financial
Illinois
$841K +$457K +7,336 +100%
PAS
369
Park Avenue Securities
New York
$831K -$65.3K -1,048 -7%
PTC
370
Petrus Trust Company
Texas
$827K +$520K +8,338 +137%
MP
371
McDonald Partners
Ohio
$825K +$125K +2,009 +16%
Bessemer Group
372
Bessemer Group
New Jersey
$823K +$344K +5,514 +63%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$813K +$93.9K +1,507 +12%
USB
374
Union Savings Bank
Connecticut
$811K -$50.7K -813 -5%
PS
375
Presima Securities
Quebec, Canada
$800K

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.