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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
ZP
26
Zimmer Partners
New York
$173M -$44.5M -500,980 -20%
American Century Companies
27
American Century Companies
Missouri
$164M -$43M -483,936 -20%
Principal Financial Group
28
Principal Financial Group
Iowa
$158M +$7.36M +82,865 +5%
DPIM
29
Duff & Phelps Investment Management
Illinois
$143M -$4.78M -53,784 -3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$140M +$60.2M +677,374 +69%
Marshall Wace
31
Marshall Wace
United Kingdom
$139M -$17.6M -197,892 -11%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$136M +$20.8M +233,638 +17%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$135M -$5.98M -67,272 -4%
Amundi
34
Amundi
France
$133M +$16.1M +181,593 +13%
N
35
Nuveen
North Carolina
$132M +$18.5M +207,767 +15%
Swiss National Bank
36
Swiss National Bank
Switzerland
$126M +$453K +5,100 +0.3%
Man Group
37
Man Group
United Kingdom
$118M -$96.5M -1,085,976 Closed
Fidelity Investments
38
Fidelity Investments
Massachusetts
$117M +$105M +1,176,545 +572%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$115M +$140K +1,578 +0.1%
Macquarie Group
40
Macquarie Group
Australia
$113M +$45.6M +513,393 +38%
APG Asset Management
41
APG Asset Management
Netherlands
$108M -$25.1M -282,669 -17%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$98.1M +$2.71M +30,557 +3%
Millennium Management
43
Millennium Management
New York
$94M -$13.7M -154,350 -12%
GF
44
Gabelli Funds
New York
$85.8M -$413K -4,650 -0.5%
First Trust Advisors
45
First Trust Advisors
Illinois
$83.3M +$9.11M +102,573 +12%
BTW
46
Boston Trust Walden
Massachusetts
$80.1M -$1.24M -13,988 -1%
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$79.5M -$4.45M -50,068 -5%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$78.7M -$8.02M -90,225 -9%
Baillie Gifford & Co
49
Baillie Gifford & Co
United Kingdom
$75.2M -$53.6M -603,715 -40%
PAM
50
Panagora Asset Management
Massachusetts
$74.5M -$1.56M -17,527 -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.