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Eversource Energy

872 hedge funds and large institutions have $23.8B invested in Eversource Energy in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 339 increasing their positions, 267 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

67% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $7.29M

27% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 267

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.55B)

5% more funds holding

Funds holding: 831872 (+41)

0.43% more ownership

Funds ownership: 79.07%79.51% (+0.43%)

Holders
872
Holders Change
+41
Holders Change %
+4.93%
% of All Funds
14.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
111
Increased
339
Reduced
267
Closed
52
Calls
$12.2M
Puts
$7.29M
Net Calls
+$4.89M
Net Calls Change
-$687K
Name Holding Trade Value Shares
Change
Change in
Stake
GG
451
Gofen & Glossberg
Illinois
$487K +$22.4K +283 +5%
NW
452
NewEdge Wealth
Pennsylvania
$486K +$107K +1,343 +30%
HI
453
Horizon Investments
North Carolina
$483K -$56.8K -716 -11%
PCIA
454
Prime Capital Investment Advisors
Kansas
$478K +$452K +5,699 New
SF
455
Summit Financial
New Jersey
$477K -$399K -5,025 -47%
First Manhattan
456
First Manhattan
New York
$472K
GI
457
Gradient Investments
Minnesota
$471K -$555 -7 -0.1%
GT
458
Greenleaf Trust
Michigan
$469K +$109K +1,374 +33%
BIA
459
Barry Investment Advisors
Massachusetts
$465K +$317 +4 +0.1%
BFM
460
Boston Financial Management
Massachusetts
$463K -$16.3K -205 -4%
JWCA
461
J.W. Cole Advisors
Florida
$463K +$952 +12 +0.2%
SWM
462
Spire Wealth Management
Virginia
$459K +$14K +176 +3%
OWA
463
Outlook Wealth Advisors
Texas
$459K +$1.35K +17 +0.3%
DGAM
464
Desjardins Global Asset Management
Quebec, Canada
$458K -$378K -4,771 -47%
BFS
465
Bickling Financial Services
Massachusetts
$458K +$433K +5,460 New
CC
466
Centiva Capital
New York
$457K +$432K +5,451 New
BFA
467
Beaumont Financial Advisors
Massachusetts
$456K -$6.5K -82 -1%
ASBI
468
American State Bank (Iowa)
Iowa
$456K
TNB
469
Thomasville National Bank
Georgia
$453K
E
470
Ergoteles
New York
$452K -$5.33M -67,253 -93%
APC
471
Aspire Private Capital
North Carolina
$452K -$8.88K -112 -2%
CA
472
Continuum Advisory
Idaho
$450K +$12.8K +161 +3%
CWP
473
Concord Wealth Partners
Virginia
$450K +$2.94K +37 +0.7%
KC
474
Knuff & Co
California
$449K
BAM
475
Belpointe Asset Management
Nevada
$448K -$15.6K -197 -4%

ES Hedge Fund Activity: Q4 2022 in Review

872 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2022, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ES positions and 52 closed out — a net gain of 59 holders — while 339 added to existing stakes and 267 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $99.6M.

  • 872 institutional investors held Eversource Energy (ES) as of Q4 2022, up from 831 in Q3 2022.
  • Funds reported $23.8B of Eversource Energy stock for Q4 2022, up 12% quarter-over-quarter.
  • 111 funds opened new Eversource Energy positions in Q4 2022 and 52 closed out, a net change of +59 holders.
  • The largest Eversource Energy buyer in Q4 2022 was BlackRock, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $99.6M sold.

Based on aggregated 13F filings for Q4 2022.