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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
KeyBank National Association
426
KeyBank National Association
Ohio
$603K -$49.4K -764 -8%
MFIM
427
Mesirow Financial Investment Management
Illinois
$602K +$1.81K +28 +0.3%
PCIA
428
Prime Capital Investment Advisors
Kansas
$602K -$1.16K -18 -0.2%
AIM
429
Aigen Investment Management
New York
$600K -$17K -263 -3%
Bessemer Group
430
Bessemer Group
New Jersey
$600K +$262K +4,055 +85%
VA
431
Valmark Advisers
Ohio
$600K -$2.84K -44 -0.5%
CCM
432
Coldstream Capital Management
Washington
$598K +$58.1K +899 +11%
TAM
433
Tocqueville Asset Management
New York
$596K -$483K -7,475 -46%
FWM
434
Finer Wealth Management
Massachusetts
$593K
FT
435
Fiduciary Trust
Massachusetts
$591K -$582 -9 -0.1%
MLA
436
My Legacy Advisors
Oregon
$586K -$146K -2,256 -21%
FHB
437
First Hawaiian Bank
Hawaii
$570K
SIS
438
Sound Income Strategies
Florida
$569K -$21.8K -337 -4%
SA
439
SpiderRock Advisors
Delaware
$569K +$242K +3,746 +81%
BPA
440
Beacon Pointe Advisors
California
$563K -$330K -5,109 -38%
Two Sigma Advisers
441
Two Sigma Advisers
New York
$551K -$1.41M -21,800 -73%
GC
442
Grimes & Company
Massachusetts
$536K -$14.1K -218 -3%
SCM
443
Schnieders Capital Management
California
$533K +$82.4K +1,275 +19%
WF
444
Welch & Forbes
Massachusetts
$531K -$29.1K -450 -5%
AWM
445
Apollon Wealth Management
South Carolina
$531K -$23.8K -368 -5%
AF
446
Allworth Financial
California
$528K -$281K -4,356 -36%
MWM
447
Mindset Wealth Management
Indiana
$522K +$496K +7,670 New
CCFCSB
448
Cape Cod Five Cents Savings Bank
Massachusetts
$522K -$17.4K -270 -3%
DWP
449
Daymark Wealth Partners
Ohio
$517K +$1.81K +28 +0.4%
LGW
450
Leslie Global Wealth
Illinois
$514K +$488K +7,555 New

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.