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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$652K -$568K -9,110 -45%
HWM
402
HB Wealth Management
Georgia
$651K -$118K -1,894 -14%
TMAM
403
Tokio Marine Asset Management
Japan
$636K
ACM
404
Advisors Capital Management
New Jersey
$633K +$298K +4,785 +77%
CA
405
Centerpoint Advisors
Massachusetts
$631K
ET
406
Entropy Technologies
New York
$629K -$1.16M -18,581 -63%
AC
407
Allstate Corporation
Illinois
$628K +$681K +10,927 New
WIC
408
Wilkins Investment Counsel
Massachusetts
$625K -$4.8K -77 -0.7%
ASN
409
Advisory Services Network
Georgia
$616K +$669K +10,731 New
BG
410
Bahl & Gaynor
Ohio
$607K -$152K -2,438 -19%
SFG
411
Sowa Financial Group
Rhode Island
$607K -$18.9K -304 -3%
SAM
412
Shell Asset Management
Netherlands
$602K -$120K -1,926 -16%
MWM
413
Modern Wealth Management
Kansas
$590K +$41.3K +662 +7%
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$577K -$13.3K -213 -2%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$575K +$49.6K +795 +9%
PFGIA
416
Patriot Financial Group Insurance Agency
Massachusetts
$575K -$2.37K -38 -0.4%
AMI
417
Amica Mutual Insurance
Rhode Island
$570K
RFC
418
Regions Financial Corp
Alabama
$570K -$810 -13 -0.1%
CCM
419
Coldstream Capital Management
Washington
$567K +$65.1K +1,044 +12%
MHI
420
Miller Howard Investments
New York
$566K -$4.99K -80 -0.8%
QCM
421
QRG Capital Management
Illinois
$563K -$19.9K -319 -3%
BAM
422
Blueshift Asset Management
New Jersey
$562K +$317K +5,093 +108%
CA
423
Claro Advisors
Massachusetts
$543K -$63.2K -1,014 -10%
HFS
424
Heritage Financial Services
Massachusetts
$542K
A
425
AlphaQuest
New York
$539K -$2.8M -44,920 -83%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.