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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
FMWA
426
Forvis Mazars Wealth Advisors
Missouri
$655K +$689K +7,758 New
PP
427
Prudential plc
United Kingdom
$643K +$5.6K +63 +0.8%
MAM
428
Mystic Asset Management
Rhode Island
$642K
FLPIM
429
F.L. Putnam Investment Management
Massachusetts
$642K +$29.4K +331 +5%
SCM
430
Shelton Capital Management
Colorado
$640K
GCP
431
GSA Capital Partners
United Kingdom
$635K -$610K -6,869 -48%
SI
432
Stephens Inc
Arkansas
$634K +$1.07K +12 +0.2%
SIA
433
Strategic Investment Advisors
Michigan
$634K +$35.3K +397 +6%
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$634K +$114K +1,278 +21%
BC
435
Bridgefront Capital
Texas
$632K +$665K +7,480 New
PI
436
PEAK6 Investments
Illinois
$632K +$735K +8,276 New
HBT
437
Hills Bank & Trust
Iowa
$607K
EF
438
Empirical Finance
Pennsylvania
$586K +$33.3K +375 +6%
HNB
439
Huntington National Bank
Ohio
$585K +$888 +10 +0.1%
ETC
440
Exchange Traded Concepts
Oklahoma
$584K +$17.9K +202 +3%
IA
441
IFP Advisors
Florida
$575K
OPPTF
442
OPSEU Pension Plan Trust Fund
Ontario, Canada
$567K +$606K +6,825 New
CL
443
CPWM LLC
Washington
$564K -$6.22K -70 -1%
Vontobel Holding
444
Vontobel Holding
Switzerland
$561K -$98.4K -1,107 -14%
BFC
445
Blue Fin Capital
Rhode Island
$554K -$15.9K -179 -3%
FNBT
446
FineMark National Bank & Trust
Florida
$552K +$8.17K +92 +1%
CG
447
Caprock Group
Idaho
$544K +$96.6K +1,087 +20%
OAM
448
Oppenheimer Asset Management
New York
$538K +$23.6K +266 +4%
AWM
449
Aevitas Wealth Management
Massachusetts
$535K -$10.8K -121 -2%
MPPLM
450
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$534K +$12.2K +137 +2%

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.