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Eversource Energy
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Overview Fund Activity

848 hedge funds and large institutions have $19.8B invested in Eversource Energy in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 300 increasing their positions, 292 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
-10
Holders Change %
-1.17%
% of All Funds
13.37%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
88
Increased
300
Reduced
292
Closed
92
Calls
$10.6M
Puts
$6.48M
Net Calls
+$4.1M
Net Calls Change
-$4.26M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
2
Man Group
Man Group
United Kingdom
$86.1M
3
Macquarie Group
Macquarie Group
Australia
$132M
4
American Century Companies
American Century Companies
Missouri
$210M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.3B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$16.1M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
ZP
Zimmer Partners
New York
$12.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.18M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
451
Independent Advisor Alliance
North Carolina
$488K +$15.3K +216 +3%
OWA
452
Outlook Wealth Advisors
Texas
$482K +$85.7K +1,208 +22%
BFS
453
Bard Financial Services
Connecticut
$482K -$16.3K -230 -3%
FRM
454
Fox Run Management
Connecticut
$478K +$478K +6,738 New
MFG
455
Merit Financial Group
Georgia
$470K +$37.4K +528 +9%
PFO
456
Pathstone Family Office
New Jersey
$466K -$114K -1,557 -20%
ARMT
457
Amica Retiree Medical Trust
Rhode Island
$466K – – –
PTC
458
Petrus Trust Company
Texas
$463K +$203K +2,868 +78%
AIMCA
459
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$461K – – –
BFC
460
Blue Fin Capital
Rhode Island
$461K – – –
PCIA
461
Prime Capital Investment Advisors
Kansas
$459K +$459K +6,474 New
S
462
SignatureFD
Georgia
$457K +$10.7K +151 +2%
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$453K -$35.6K -502 -7%
SOAMC
464
Spirit of America Management Corp
New York
$450K +$316K +4,450 +234%
DC
465
Davenport & Co
Virginia
$448K +$2.77K +39 +0.6%
APC
466
Aspire Private Capital
North Carolina
$448K +$5.04K +71 +1%
BF
467
BOK Financial
Oklahoma
$442K -$36.2K -510 -8%
SL
468
Savior LLC
Massachusetts
$436K – – –
OIM
469
Opus Investment Management
Massachusetts
$426K – – –
AC
470
Apella Capital
Connecticut
$425K +$425K +5,992 New
SWM
471
Spire Wealth Management
Virginia
$421K -$2.48K -35 -0.6%
TI
472
Tidal Investments
Wisconsin
$418K +$100K +1,415 +32%
SIS
473
Sound Income Strategies
Florida
$417K -$142 -2 -0%
NW
474
NewEdge Wealth
Pennsylvania
$411K -$496 -7 -0.1%
JWCA
475
J.W. Cole Advisors
Florida
$409K +$31.1K +438 +8%
17 18
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