We are live on ! Find out more
ES icon

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
SAM
376
Shell Asset Management
Netherlands
$844K +$802K +12,409 New
BBVA
377
Banco Bilbao Vizcaya Argentaria
Spain
$842K -$20K -310 -2%
MP
378
McDonald Partners
Ohio
$841K +$8.85K +137 +1%
Fisher Asset Management
379
Fisher Asset Management
Washington
$837K +$15K +232 +2%
OAC
380
OMERS Administration Corp
Ontario, Canada
$826K
I
381
InceptionR
California
$824K +$782K +12,106 New
EF
382
Empirical Finance
Pennsylvania
$819K +$17.3K +267 +2%
SOAMC
383
Spirit of America Management Corp
New York
$813K +$149K +2,300 +24%
S
384
SignatureFD
Georgia
$812K +$13.3K +206 +2%
SC
385
Savant Capital
Illinois
$807K -$108K -1,664 -12%
IMCOOI
386
Investment Management Corp of Ontario (IMCO)
Canada
$794K +$252K +3,900 +50%
IFU
387
iSAM Funds (UK)
United Kingdom
$788K +$748K +11,575 New
HCM
388
Huber Capital Management
California
$777K +$32.3K +500 +5%
NMIMC
389
Northwestern Mutual Investment Management Company
Wisconsin
$771K +$7.56K +117 +1%
TPA
390
Trivium Point Advisory
Connecticut
$765K -$38.1K -590 -4%
TMAM
391
Tokio Marine Asset Management
Japan
$753K
CA
392
Centerpoint Advisors
Massachusetts
$747K
WIC
393
Wilkins Investment Counsel
Massachusetts
$745K
SFG
394
Sowa Financial Group
Rhode Island
$740K -$12.2K -189 -2%
KWA
395
Kingswood Wealth Advisors
California
$726K +$129 +2 +0%
KRSITF
396
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$720K -$50.5K -781 -7%
CA
397
Claro Advisors
Massachusetts
$713K +$44.8K +693 +7%
CFGS
398
Concourse Financial Group Securities
Alabama
$710K -$47.3K -732 -7%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$698K -$88K -1,362 -12%
VI
400
Vestcor Inc
New Brunswick, Canada
$697K -$252K -3,895 -28%

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.