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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
CBA
476
Coastal Bridge Advisors
Connecticut
$465K +$193K +2,168 +65%
FF
477
FourThought Financial
Florida
$464K -$8.53K -96 -2%
PWLP
478
Prio Wealth Limited Partnership
Massachusetts
$462K -$800 -9 -0.2%
JWCA
479
J.W. Cole Advisors
Florida
$461K -$13.8K -155 -3%
BWCS
480
Beirne Wealth Consulting Services
Connecticut
$461K -$4.44K -50 -0.9%
TNB
481
Thomasville National Bank
Georgia
$461K
OTL
482
Oak Thistle LLC
New York
$460K +$194K +2,185 +67%
ASBI
483
American State Bank (Iowa)
Iowa
$459K
OWA
484
Outlook Wealth Advisors
Texas
$458K +$7.11K +80 +1%
PIA
485
Pinion Investment Advisors
Kansas
$457K +$89 +1 +0%
HAG
486
HighPoint Advisor Group
Illinois
$455K +$480K +5,406 New
KC
487
Knuff & Co
California
$453K -$31.6K -356 -6%
GLA
488
Great Lakes Advisors
Illinois
$448K +$1.07K +12 +0.2%
CWP
489
Concord Wealth Partners
Virginia
$447K +$3.38K +38 +0.7%
Brown Advisory
490
Brown Advisory
Maryland
$445K -$35.4K -398 -7%
APC
491
Aspire Private Capital
North Carolina
$440K +$49K +551 +12%
MGP
492
Metis Global Partners
California
$437K -$24K -270 -5%
ACI
493
Alpha Cubed Investments
California
$434K
SIC
494
Sterling Investment Counsel
New York
$434K
ST
495
Spinnaker Trust
Maine
$434K +$457K +5,141 New
BWM
496
Baystate Wealth Management
Massachusetts
$427K +$1.07K +12 +0.2%
WTFG
497
Wells Trecaso Financial Group
Ohio
$426K -$4.44K -50 -1%
AP
498
Appleton Partners
Massachusetts
$426K +$49.8K +560 +12%
BFM
499
Boston Financial Management
Massachusetts
$425K +$21.7K +244 +5%
TFA
500
Tranquilli Financial Advisor
New Jersey
$424K

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.