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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
SPA
401
Sherbrooke Park Advisers
New York
$694K -$78.5K -1,215 -11%
QCM
402
QRG Capital Management
Illinois
$689K +$79K +1,222 +14%
FTDI
403
First Trust Direct Indexing
Massachusetts
$684K +$86.9K +1,345 +15%
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$684K +$59.3K +918 +10%
MHI
405
Miller Howard Investments
New York
$676K -$39K -603 -6%
AMI
406
Amica Mutual Insurance
Rhode Island
$676K
RFC
407
Regions Financial Corp
Alabama
$676K +$1.23K +19 +0.2%
NP
408
NorthRock Partners
Minnesota
$674K -$59.8K -925 -9%
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$663K +$486K +7,513 +78%
BEAM
410
Baker Ellis Asset Management
Washington
$659K -$5.17K -80 -0.8%
MWM
411
Modern Wealth Management
Kansas
$654K +$5.04K +78 +0.8%
GT
412
Greenleaf Trust
Michigan
$651K +$88.7K +1,372 +17%
FI
413
Finivi Inc
Massachusetts
$644K +$388 +6 +0.1%
HFS
414
Heritage Financial Services
Massachusetts
$642K -$85.9K -1,329 -12%
EF
415
Empowered Funds
Pennsylvania
$639K +$263K +4,065 +76%
VSQM
416
V-Square Quantitative Management
Illinois
$637K +$34.9K +540 +6%
MAM
417
Mystic Asset Management
Rhode Island
$631K
LNWWM
418
Laird Norton Wetherby Wealth Management
California
$627K +$4.78K +74 +0.8%
LOPW
419
Live Oak Private Wealth
North Carolina
$623K +$591K +9,148 New
CCG
420
Chatham Capital Group
Georgia
$615K -$10.1K -157 -2%
CPBTD
421
Central Pacific Bank - Trust Division
Hawaii
$612K
TIAA Trust, National Association
422
TIAA Trust, National Association
North Carolina
$610K -$25.3K -392 -4%
NECFA
423
New England Capital Financial Advisors
Connecticut
$609K -$28.1K -435 -5%
SWP
424
Stratos Wealth Partners
Ohio
$606K -$77K -1,191 -12%
First Manhattan
425
First Manhattan
New York
$604K

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.