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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
MLA
401
My Legacy Advisors
Oregon
$780K +$75K +844 +10%
DWM
402
Destination Wealth Management
California
$775K +$7.11K +80 +0.9%
CFO
403
Colony Family Offices
North Carolina
$770K +$810K +9,120 New
AssetMark Inc
404
AssetMark Inc
California
$765K +$321K +3,617 +66%
VIA
405
Vident Investment Advisory
Georgia
$761K +$153K +1,718 +23%
AWA
406
Arete Wealth Advisors
Illinois
$754K
RIM
407
Redpoint Investment Management
Australia
$752K
BRWA
408
B. Riley Wealth Advisors
Florida
$748K +$10.4K +117 +1%
VA
409
Valmark Advisers
Ohio
$730K +$1.87K +21 +0.2%
IC
410
Inverness Counsel
New York
$728K -$40.1K -451 -5%
WT
411
Whittier Trust
California
$717K +$19.1K +215 +3%
BL
412
Balentine LLC
Georgia
$712K +$274K +3,085 +58%
MP
413
McDonald Partners
Ohio
$707K +$7.55K +85 +1%
Los Angeles Capital Management
414
Los Angeles Capital Management
California
$703K +$55.4K +623 +8%
ARC
415
Advisor Resource Council
Texas
$700K +$374K +4,204 +103%
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$695K +$308K +3,470 +73%
V
417
Veritable
Delaware
$684K +$12.6K +142 +2%
CA
418
Cetera Advisors
Colorado
$684K +$55.5K +625 +8%
CT
419
Cambridge Trust
Massachusetts
$683K -$21.2K -239 -3%
CAG
420
Crestwood Advisors Group
Massachusetts
$682K -$7.55K -85 -1%
SWP
421
Stratos Wealth Partners
Ohio
$678K -$35.3K -397 -5%
B
422
Bridgeworth
Alabama
$678K
PFO
423
Pathstone Family Office
New Jersey
$673K +$339K +3,821 +92%
FT
424
Fiduciary Trust
Massachusetts
$666K +$97.1K +1,093 +16%
DC
425
Davenport & Co
Virginia
$656K -$38.1K -429 -5%

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.