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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
KIA
476
KCM Investment Advisors
California
$447K -$6.03K -76 -1%
TMAM
477
Tokio Marine Asset Management
Japan
$441K +$15K +189 +4%
SS
478
Simplicity Solutions
Minnesota
$440K -$10.3K -130 -2%
CT
479
Cambridge Trust
Massachusetts
$439K -$39.7K -500 -9%
GLA
480
Great Lakes Advisors
Illinois
$438K -$6.19K -78 -1%
AWS
481
Atria Wealth Solutions
New York
$432K +$203K +2,556 +98%
SIC
482
Sterling Investment Counsel
New York
$432K
ST
483
Spinnaker Trust
Maine
$431K
AP
484
Appleton Partners
Massachusetts
$431K +$10.5K +133 +3%
UCFA
485
United Capital Financial Advisors
Texas
$431K +$5.79K +73 +1%
CWM
486
Connecticut Wealth Management
Connecticut
$428K
BWM
487
Baystate Wealth Management
Massachusetts
$427K +$3.01K +38 +0.8%
Jane Street
488
Jane Street
New York
$427K -$5.95M -74,989 -94%
PWLP
489
Prio Wealth Limited Partnership
Massachusetts
$421K
TFA
490
Tranquilli Financial Advisor
New Jersey
$421K
SC
491
Savant Capital
Illinois
$420K +$9.28K +117 +2%
RA
492
RFG Advisory
Alabama
$418K +$50.4K +635 +14%
KIA
493
Kraematon Investment Advisors
Massachusetts
$416K +$1.98K +25 +0.5%
ACI
494
Alpha Cubed Investments
California
$412K
SW
495
SVB Wealth
Massachusetts
$411K +$105K +1,323 +37%
BP
496
Ballentine Partners
Massachusetts
$408K +$24.3K +306 +7%
MWM
497
Modera Wealth Management
New Jersey
$407K -$2.85K -36 -0.7%
SXL
498
Summit X LLC
Missouri
$407K -$5.63K -71 -1%
AAS
499
Avantax Advisory Services
Texas
$400K +$69.7K +879 +23%
ISL
500
Ingalls & Snyder LLC
New York
$399K +$3.17K +40 +0.8%

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.