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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
FWM
376
Finer Wealth Management
Massachusetts
$828K
DJSG
377
D.J. St. Germain
Massachusetts
$826K -$48.1K -607 -2%
TRCT
378
Tower Research Capital (TRC)
New York
$825K -$3.22M -40,566 -80%
AAG
379
Armstrong Advisory Group
Massachusetts
$822K +$778K +9,807 New
WT
380
Whittier Trust
California
$815K +$94.1K +1,187 +14%
MLA
381
My Legacy Advisors
Oregon
$815K +$40.4K +510 +5%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$809K +$113K +1,427 +17%
HSA
383
HBK Sorce Advisory
Pennsylvania
$803K +$388K +4,893 +104%
VBCG
384
Valley Brook Capital Group
Pennsylvania
$797K
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$795K +$3.33K +42 +0.4%
CCG
386
Chatham Capital Group
Georgia
$782K
TC
387
Toews Corporation
New Jersey
$780K -$301K -3,800 -29%
BFS
388
Bard Financial Services
Connecticut
$778K +$1.35K +17 +0.2%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$770K +$378K +4,762 +108%
SC
390
SouthState Corp
Florida
$769K -$39.6K -499 -5%
VA
391
Valmark Advisers
Ohio
$766K +$43.9K +554 +6%
NECFA
392
New England Capital Financial Advisors
Connecticut
$766K +$762K +9,602 New
BFG
393
Bleakley Financial Group
New Jersey
$765K +$724K +9,124 New
CG
394
Caprock Group
Idaho
$764K +$100K +1,263 +16%
SWP
395
Stratos Wealth Partners
Ohio
$760K +$80.3K +1,012 +13%
DWM
396
Destination Wealth Management
California
$758K +$16.1K +203 +2%
EF
397
Empirical Finance
Pennsylvania
$757K +$57.5K +725 +9%
CFO
398
Colony Family Offices
North Carolina
$751K +$7.93K +100 +1%
API
399
Advisor Partners II
California
$746K -$142K -1,796 -17%
MP
400
McDonald Partners
Ohio
$744K +$13.7K +173 +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.