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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
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$193M -$11.7M -147,352 -6%
Goldman Sachs
27
Goldman Sachs
New York
$192M -$16.1M -203,035 -8%
Franklin Resources
28
Franklin Resources
California
$187M -$14.1M -178,151 -7%
American Century Companies
29
American Century Companies
Missouri
$168M +$10M +126,281 +7%
BC
30
Brookfield Corp
Ontario, Canada
$153M +$22.9M +288,836 +19%
Man Group
31
Man Group
United Kingdom
$151M +$9.94M +125,355 +7%
DPIM
32
Duff & Phelps Investment Management
Illinois
$147M +$612K +7,721 +0.4%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$135M +$717K +9,041 +0.6%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$131M -$11.7M -147,468 -9%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$122M -$16.3M -205,811 -12%
Swiss National Bank
36
Swiss National Bank
Switzerland
$118M -$6.86M -86,545 -6%
N
37
Nuveen
North Carolina
$117M +$9.34M +117,748 +9%
Macquarie Group
38
Macquarie Group
Australia
$114M +$42.7M +538,883 +41%
Millennium Management
39
Millennium Management
New York
$108M +$1.58M +19,959 +2%
ZP
40
Zimmer Partners
New York
$99.4M +$39.7M +500,100 +73%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$96.4M -$12.8M -161,314 -12%
UBS Group
42
UBS Group
Switzerland
$96.3M +$37M +466,163 +68%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$95.4M +$30.3M +382,645 +51%
Principal Financial Group
44
Principal Financial Group
Iowa
$93.5M -$62.6M -789,302 -41%
First Trust Advisors
45
First Trust Advisors
Illinois
$88.5M +$13.6M +171,531 +19%
APG Asset Management
46
APG Asset Management
Netherlands
$86.1M +$4.51M +56,875 +6%
MGIM
47
M&G Investment Management
United Kingdom
$85M +$6.33M +79,783 +9%
GF
48
Gabelli Funds
New York
$84.6M -$186K -2,350 -0.2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$78.9M +$36.3M +457,902 +101%
Jennison Associates
50
Jennison Associates
New York
$75.3M -$10.3M -130,029 -13%

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.