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Eversource Energy
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Overview Fund Activity

811 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 249 increasing their positions, 320 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+13
Holders Change %
+1.63%
% of All Funds
11.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
129
Increased
249
Reduced
320
Closed
104
Calls
$35.9M
Puts
$46.2M
Net Calls
-$10.3M
Net Calls Change
+$10.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$271M
2
Deutsche Bank
Deutsche Bank
Germany
+$122M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$118M
4
Goldman Sachs
Goldman Sachs
New York
+$80.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$58M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$127M
2
Wells Fargo
Wells Fargo
California
-$83.5M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$57.7M
4
Invesco
Invesco
Georgia
-$51.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
476
Desjardins Global Asset Management
Quebec, Canada
$372K -$82.4K -1,336 -18%
HWM
477
HB Wealth Management
Georgia
$372K +$104K +1,682 +39%
SP
478
Systematic Portfolios
New York
$372K +$372K +6,020 New
AC
479
Apella Capital
Connecticut
$371K -$7.04K -112 -2%
WS
480
Wedbush Securities
California
$370K -$59.9K -971 -14%
KIA
481
KCM Investment Advisors
California
$369K -$3.33K -54 -0.9%
MAS
482
Meeder Advisory Services
Ohio
$365K +$97.1K +1,574 +36%
BAM
483
Belpointe Asset Management
Nevada
$362K -$22.2K -359 -6%
MPPLM
484
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$358K +$14.8K +239 +4%
JWCA
485
J.W. Cole Advisors
Florida
$356K +$6.73K +109 +2%
MFG
486
Merit Financial Group
Georgia
$354K -$33.8K -548 -9%
QWM
487
Quadcap Wealth Management
Texas
$348K +$348K +5,632 New
DWM
488
Destination Wealth Management
California
$345K -$203K -3,287 -37%
EB
489
Eastern Bank
Massachusetts
$345K – – –
WANY
490
Wealthspire Advisors (New York)
New York
$344K +$7.35K +119 +2%
HSA
491
HBK Sorce Advisory
Pennsylvania
$338K +$33.7K +546 +11%
EGM
492
Engineers Gate Manager
New York
$336K -$3.15M -51,019 -90%
WFI
493
West Family Investments
California
$336K +$108K +1,748 +47%
BIA
494
Barry Investment Advisors
Massachusetts
$334K – – –
CM
495
Capula Management
Cayman Islands
$328K +$328K +5,321 New
DC
496
Davenport & Co
Virginia
$326K -$18.5K -300 -5%
VAS
497
Vestmark Advisory Solutions
Massachusetts
$325K -$33.7K -546 -9%
CA
498
Commerzbank Aktiengesellschaft
Germany
$323K +$323K +5,233 New
SWM
499
Spire Wealth Management
Virginia
$321K -$2.67K -50 -0.8%
OPW
500
Oxler Private Wealth
New York
$317K -$1.64M -26,646 -84%
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