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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
AWM
426
Accurate Wealth Management
Florida
$536K +$369K +5,919 +160%
AWM
427
Apollon Wealth Management
South Carolina
$535K +$94.3K +1,513 +19%
VSQM
428
V-Square Quantitative Management
Illinois
$533K -$5.8K -93 -1%
LOPW
429
Live Oak Private Wealth
North Carolina
$530K +$5.11K +82 +0.9%
T
430
Tableaux
Massachusetts
$529K +$575K +9,218 New
SPA
431
Sherbrooke Park Advisers
New York
$527K -$63.8K -1,024 -10%
First Manhattan
432
First Manhattan
New York
$524K +$15.9K +255 +3%
CFGS
433
Concourse Financial Group Securities
Alabama
$523K -$65.7K -1,054 -10%
KeyBank National Association
434
KeyBank National Association
Ohio
$522K +$14.5K +233 +3%
CCFCSB
435
Cape Cod Five Cents Savings Bank
Massachusetts
$522K
AF
436
Allworth Financial
California
$518K +$94.9K +1,522 +20%
CPBTD
437
Central Pacific Bank - Trust Division
Hawaii
$517K
IFU
438
iSAM Funds (UK)
United Kingdom
$516K -$162K -2,594 -22%
MFIM
439
Mesirow Financial Investment Management
Illinois
$510K +$2.12K +34 +0.4%
VA
440
Valmark Advisers
Ohio
$508K +$1.93K +31 +0.4%
FT
441
Fiduciary Trust
Massachusetts
$503K +$4.24K +68 +0.8%
PP
442
Paloma Partners
Connecticut
$501K +$544K +8,723 New
FWM
443
Finer Wealth Management
Massachusetts
$500K
PCIA
444
Prime Capital Investment Advisors
Kansas
$500K -$8.29K -133 -2%
BPC
445
Bryce Point Capital
New York
$497K +$540K +8,656 New
BBVA
446
Banco Bilbao Vizcaya Argentaria
Spain
$493K -$236K -3,784 -31%
BPA
447
Beacon Pointe Advisors
California
$492K +$18.1K +291 +4%
NECFA
448
New England Capital Financial Advisors
Connecticut
$488K -$27.9K -448 -5%
SIS
449
Sound Income Strategies
Florida
$484K +$3.3K +53 +0.6%
BEAM
450
Baker Ellis Asset Management
Washington
$483K -$79.8K -1,280 -13%

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.