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Eversource Energy
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Overview Fund Activity

806 hedge funds and large institutions have $17B invested in Eversource Energy in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 277 increasing their positions, 303 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
806
Holders Change
-5
Holders Change %
-0.62%
% of All Funds
11.68%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
96
Increased
277
Reduced
303
Closed
90
Calls
$35M
Puts
$37.4M
Net Calls
-$2.3M
Net Calls Change
+$8.02M

Top Buyers

1
CIA
ClearBridge Investments (Australia)
Australia
$156M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$409M
3
ZP
Zimmer Partners
New York
$152M
4
Amundi
Amundi
France
$212M
5
Invesco
Invesco
Georgia
$277M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$93.7M
2
Morgan Stanley
Morgan Stanley
New York
$291M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.51B
4
Ameriprise
Ameriprise
Minnesota
$7.87M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
426
Cape Cod Five Cents Savings Bank
Massachusetts
$495K -$15.7K -262 -3%
GT
427
Greenleaf Trust
Michigan
$482K -$86.8K -1,452 -15%
LA
428
LVW Advisors
New York
$481K +$33K +552 +7%
GC
429
Grimes & Company
Massachusetts
$478K -$21.8K -365 -4%
FMWA
430
Forvis Mazars Wealth Advisors
Missouri
$476K +$777 +13 +0.2%
AAS
431
Avantax Advisory Services
Texas
$475K +$11.5K +192 +2%
HBT
432
Hills Bank & Trust
Iowa
$461K +$34.1K +571 +8%
WT
433
Whittier Trust
California
$460K +$1.14K +19 +0.2%
VBCG
434
Valley Brook Capital Group
Pennsylvania
$450K -$5.98K -100 -1%
CCM
435
Coldstream Capital Management
Washington
$450K +$18.8K +314 +4%
SAG
436
SageView Advisory Group
California
$450K -$106K -1,767 -19%
SCM
437
Stevens Capital Management
Pennsylvania
$442K +$442K +7,391 New
DWP
438
Daymark Wealth Partners
Ohio
$431K -$92.4K -1,546 -18%
BB
439
Berkshire Bank
Massachusetts
$430K -$77.7K -1,300 -15%
S
440
Sachetta
Massachusetts
$428K – – –
ECM
441
Evergreen Capital Management
Washington
$420K -$120K -2,001 -22%
FTDI
442
First Trust Direct Indexing
Massachusetts
$416K +$145K +2,420 +53%
ACM
443
Advisors Capital Management
New Jersey
$408K +$35.5K +593 +10%
BFS
444
Bard Financial Services
Connecticut
$406K – – –
PWM
445
Prosperity Wealth Management
California
$399K +$2.33K +39 +0.6%
Capstone Investment Advisors
446
Capstone Investment Advisors
New York
$398K -$11.5K -193 -3%
OTL
447
Oak Thistle LLC
New York
$395K -$289K -4,840 -42%
AC
448
Avestar Capital
New York
$393K +$138K +2,284 +54%
FNBT
449
FineMark National Bank & Trust
Florida
$393K -$7.89K -132 -2%
CWM
450
Connecticut Wealth Management
Connecticut
$389K +$478 +8 +0.1%
16 17
18
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