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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
LWAC
451
Laurel Wealth Advisors (California)
California
$531K -$11.6K -131 -2%
OIA
452
OneDigital Investment Advisors
Kansas
$530K +$5.06K +57 +0.9%
AC
453
Apella Capital
Connecticut
$529K +$221K +2,488 +66%
SL
454
Savior LLC
Massachusetts
$521K +$1.16K +13 +0.2%
IF
455
Intrua Financial
Texas
$519K -$267 -3 -0%
OIM
456
Opus Investment Management
Massachusetts
$507K -$888K -10,000 -63%
CCA
457
Checchi Capital Advisers
California
$503K -$92.7K -1,043 -15%
WS
458
Wedbush Securities
California
$501K +$5.6K +63 +1%
SWM
459
Spire Wealth Management
Virginia
$497K -$444K -4,996 -46%
SIS
460
Sound Income Strategies
Florida
$497K
BFG
461
Barber Financial Group
Kansas
$496K +$12.7K +143 +2%
Jacobs Levy Equity Management
462
Jacobs Levy Equity Management
New Jersey
$494K -$7.42M -83,499 -93%
CAM
463
Cresset Asset Management
Illinois
$494K -$4K -45 -0.8%
IAA
464
Independent Advisor Alliance
North Carolina
$493K -$93K -1,047 -15%
GG
465
Gofen & Glossberg
Illinois
$493K
SBH
466
Segall Bryant & Hamill
Illinois
$492K
VAS
467
Vestmark Advisory Solutions
Massachusetts
$488K +$213K +2,401 +71%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$483K -$349K -3,923 -41%
CA
469
Continuum Advisory
Idaho
$476K -$17.7K -199 -3%
First Manhattan
470
First Manhattan
New York
$475K
KIA
471
KCM Investment Advisors
California
$475K +$11.6K +131 +2%
APA
472
American Portfolios Advisors
New York
$467K -$9.24K -104 -2%
BIA
473
Barry Investment Advisors
Massachusetts
$467K -$74.4K -837 -13%
BFM
474
Boothbay Fund Management
New York
$467K +$491K +5,523 New
BFA
475
Beaumont Financial Advisors
Massachusetts
$466K -$8.88K -100 -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.