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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
FHB
451
First Hawaiian Bank
Hawaii
$481K
SCM
452
Schnieders Capital Management
California
$479K +$31.2K +500 +6%
KRSITF
453
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$473K +$36K +577 +5%
Brown Advisory
454
Brown Advisory
Maryland
$470K +$47.3K +759 +10%
NP
455
NorthRock Partners
Minnesota
$470K -$107K -1,723 -17%
GT
456
Greenleaf Trust
Michigan
$469K -$87.1K -1,398 -15%
EHC
457
Everett Harris & Co
California
$465K +$280K +4,500 +125%
CCG
458
Chatham Capital Group
Georgia
$462K -$61.3K -984 -11%
BAM
459
Belpointe Asset Management
Nevada
$453K -$4.05K -65 -1%
ECM
460
Evergreen Capital Management
Washington
$453K +$37K +594 +8%
GT
461
Glenview Trust
Kentucky
$451K +$160K +2,567 +49%
MLA
462
My Legacy Advisors
Oregon
$451K -$40.3K -647 -8%
WF
463
Welch & Forbes
Massachusetts
$448K
GC
464
Grimes & Company
Massachusetts
$445K -$7.79K -125 -2%
WT
465
Whittier Trust
California
$444K +$15.3K +245 +3%
MA
466
MONECO Advisors
Connecticut
$439K +$66.9K +1,073 +16%
HCM
467
Huber Capital Management
California
$438K -$236K -3,790 -33%
DWP
468
Daymark Wealth Partners
Ohio
$437K +$561 +9 +0.1%
Capstone Investment Advisors
469
Capstone Investment Advisors
New York
$437K +$49.4K +792 +12%
QIM
470
Quantitative Investment Management
Virginia
$436K +$474K +7,607 New
VBCG
471
Valley Brook Capital Group
Pennsylvania
$432K
HBT
472
Hills Bank & Trust
Iowa
$430K
MWM
473
Mindset Wealth Management
Indiana
$426K -$15.6K -250 -3%
SWP
474
Stratos Wealth Partners
Ohio
$424K -$95.2K -1,527 -17%
CLOS
475
Compagnie Lombard Odier SCmA
Switzerland
$423K

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.