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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
AC
376
Allstate Corporation
Illinois
$931K -$16.7K -188 -2%
CA
377
Centerpoint Advisors
Massachusetts
$919K
KNW
378
Kesler Norman & Wride
Utah
$918K +$8.26K +93 +0.9%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$916K +$149K +1,674 +18%
GC
380
Grimes & Company
Massachusetts
$913K -$142K -1,597 -13%
CAG
381
Csenge Advisory Group
Florida
$912K +$10.1K +114 +1%
CFGS
382
Concourse Financial Group Securities
Alabama
$901K -$40.2K -453 -4%
BCM
383
BTR Capital Management
California
$897K -$8.88K -100 -0.9%
TI
384
Trexquant Investment
Connecticut
$886K -$2.26M -25,392 -71%
AP
385
Advisor Partners
California
$886K +$98.5K +1,109 +12%
ACA
386
Anchor Capital Advisors
Massachusetts
$871K
DGAM
387
Desjardins Global Asset Management
Quebec, Canada
$865K -$735K -8,271 -45%
OC
388
Oppenheimer & Co
New York
$861K +$12.4K +140 +1%
PRC
389
Pearl River Capital
Michigan
$859K +$366K +4,122 +68%
BEAM
390
Baker Ellis Asset Management
Washington
$856K -$17.8K -200 -2%
SM
391
Sciencast Management
New Jersey
$847K +$849K +9,557 New
RC
392
RegentAtlantic Capital
New Jersey
$841K +$31.5K +354 +4%
SC
393
SouthState Corp
Florida
$836K +$48.2K +543 +6%
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$835K +$1.24K +14 +0.1%
FWM
395
Finer Wealth Management
Massachusetts
$834K -$333K -3,745 -27%
CCM
396
Cox Capital Management
Massachusetts
$834K +$2.49K +28 +0.3%
CCFCSB
397
Cape Cod Five Cents Savings Bank
Massachusetts
$814K +$144K +1,623 +20%
VBCG
398
Valley Brook Capital Group
Pennsylvania
$802K
CCG
399
Chatham Capital Group
Georgia
$788K -$4.44K -50 -0.5%
BFS
400
Bard Financial Services
Connecticut
$781K -$173K -1,944 -17%

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.