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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
VBCG
451
Valley Brook Capital Group
Pennsylvania
$512K
HBT
452
Hills Bank & Trust
Iowa
$510K -$14.7K -227 -3%
WT
453
Whittier Trust
California
$509K -$6.4K -99 -1%
Brown Advisory
454
Brown Advisory
Maryland
$506K -$14.2K -219 -3%
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$502K +$477K +7,374 New
SI
456
Seeds Investor
New York
$498K +$4.98K +77 +1%
JF
457
Jump Financial
Illinois
$498K -$1.29M -19,988 -73%
ECM
458
Evergreen Capital Management
Washington
$496K +$41.2K +638 +10%
CIAS
459
CFS Investment Advisory Services
New Jersey
$488K +$969 +15 +0.2%
WHCI
460
W.H. Cornerstone Investments
Massachusetts
$482K -$14K -216 -3%
BB
461
Berkshire Bank
Massachusetts
$477K
Capstone Investment Advisors
462
Capstone Investment Advisors
New York
$464K +$35.2K +544 +9%
GAM
463
Groupama Asset Management
France
$464K +$10.5K +162 +2%
PWM
464
Prosperity Wealth Management
California
$463K +$2.58K +40 +0.6%
CAG
465
Csenge Advisory Group
Florida
$462K -$24.9K -386 -5%
BAM
466
Belpointe Asset Management
Nevada
$461K +$105K +1,631 +32%
S
467
Sachetta
Massachusetts
$460K +$323 +5 +0.1%
MA
468
MONECO Advisors
Connecticut
$448K +$151K +2,338 +55%
SHFA
469
SC&H Financial Advisors
Maryland
$444K -$16.2K -250 -4%
EAM
470
Erste Asset Management
Austria
$442K +$433K +6,700 New
GFA
471
Gallagher Fiduciary Advisors
Illinois
$440K +$418K +6,473 New
DFCM
472
Dark Forest Capital Management
Puerto Rico
$440K +$418K +6,467 New
AFG
473
Atomi Financial Group
New York
$437K -$24.4K -378 -6%
WANY
474
Wealthspire Advisors (New York)
New York
$435K -$388 -6 -0.1%
ACA
475
Aptus Capital Advisors
Alabama
$431K +$87.7K +1,357 +27%

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.