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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
MFS
401
Mirabella Financial Services
United Kingdom
$739K +$163K +2,061 +31%
Acadian Asset Management
402
Acadian Asset Management
Massachusetts
$731K -$1.63M -20,526 -70%
UH
403
Unigestion Holding
Switzerland
$722K -$9.6K -121 -1%
VI
404
Versor Investments
New York
$718K +$680K +8,568 New
Brown Advisory
405
Brown Advisory
Maryland
$710K +$277K +3,498 +70%
CCFCSB
406
Cape Cod Five Cents Savings Bank
Massachusetts
$701K -$16.6K -209 -2%
AssetMark Inc
407
AssetMark Inc
California
$680K -$425K -5,358 -40%
PA
408
Prossimo Advisors
California
$677K +$641K +8,080 New
B
409
Bridgeworth
Alabama
$675K +$2.54K +32 +0.4%
BL
410
Balentine LLC
Georgia
$673K +$94.3K +1,189 +17%
SPA
411
Sherbrooke Park Advisers
New York
$671K +$634K +8,000 New
BF
412
BOK Financial
Oklahoma
$664K -$44.8K -565 -7%
FMWA
413
Forvis Mazars Wealth Advisors
Missouri
$662K +$15.3K +193 +3%
CAG
414
Crestwood Advisors Group
Massachusetts
$659K -$7.77K -98 -1%
FLPIM
415
F.L. Putnam Investment Management
Massachusetts
$658K +$42.7K +539 +7%
OAM
416
Oppenheimer Asset Management
New York
$657K +$112K +1,413 +22%
V
417
Veritable
Delaware
$642K -$41.6K -524 -6%
MIP
418
Mondrian Investment Partners
United Kingdom
$632K +$117K +1,475 +24%
MAM
419
Mystic Asset Management
Rhode Island
$630K -$7.93K -100 -1%
FT
420
Fiduciary Trust
Massachusetts
$624K -$1.43K -18 -0.2%
SIA
421
Strategic Investment Advisors
Michigan
$608K -$32K -404 -5%
HBT
422
Hills Bank & Trust
Iowa
$603K
ETC
423
Exchange Traded Concepts
Oklahoma
$593K -$48.5K -611 -8%
WS
424
Wedbush Securities
California
$575K +$95.3K +1,201 +21%
PWM
425
Prosperity Wealth Management
California
$574K +$543K +6,844 New

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.