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Eversource Energy

866 hedge funds and large institutions have $20.2B invested in Eversource Energy in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 312 increasing their positions, 271 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $31M | Put options by funds: $14.8M

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $16.4B → $20.2B (+$3.81B)

15% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 271

6% more funds holding

Funds holding: 814866 (+52)

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
124
Increased
312
Reduced
271
Closed
66
Calls
$31M
Puts
$14.8M
Net Calls
+$16.2M
Net Calls Change
-$724K
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Meeder Advisory Services
Ohio
$429K -$27.6K -427 -6%
VIM
477
Vinva Investment Management
Australia
$429K +$149K +2,313 +57%
ACM
478
Advisors Capital Management
New Jersey
$424K -$30.8K -477 -7%
FMWA
479
Forvis Mazars Wealth Advisors
Missouri
$419K -$4.52K -70 -1%
SL
480
Savior LLC
Massachusetts
$419K
BBHC
481
Brown Brothers Harriman & Co
New York
$418K +$10.7K +166 +3%
PA
482
Prossimo Advisors
California
$413K +$16.2K +250 +4%
PTC
483
Petrus Trust Company
Texas
$413K +$12.4K +192 +3%
Lido Advisors
484
Lido Advisors
California
$412K -$904K -13,991 -70%
MWM
485
Modera Wealth Management
New Jersey
$412K -$24.8K -384 -6%
KIA
486
KCM Investment Advisors
California
$409K +$5.75K +89 +2%
UAS
487
United Asset Strategies
New York
$408K +$388K +5,998 New
ALAM
488
Asahi Life Asset Management
Japan
$406K +$385K +5,960 New
WG
489
Welch Group
Alabama
$404K
BRWA
490
B. Riley Wealth Advisors
Florida
$404K +$29.6K +458 +8%
HSA
491
HBK Sorce Advisory
Pennsylvania
$404K +$7.17K +111 +2%
MPPLM
492
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$402K +$12.1K +188 +3%
CL
493
Choreo LLC
Illinois
$401K +$19.8K +307 +5%
HNB
494
Huntington National Bank
Ohio
$398K +$8.53K +132 +2%
QWM
495
Quadcap Wealth Management
Texas
$395K +$2.39K +37 +0.6%
BFC
496
Blue Fin Capital
Rhode Island
$387K
CWM
497
Connecticut Wealth Management
Connecticut
$383K -$32.3K -500 -8%
WA
498
Waddell & Associates
Tennessee
$383K +$96.9K +1,500 +36%
JE
499
JMAC Enterprises
Pennsylvania
$381K
B
500
Bensler
Washington
$379K

ES Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2024, worth a combined $20.2B — up 23% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ES positions and 66 closed out — a net gain of 58 holders — while 312 added to existing stakes and 271 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $768M. The largest seller was Zimmer Partners, cutting an estimated $312M.

  • 866 institutional investors held Eversource Energy (ES) as of Q3 2024, up from 814 in Q2 2024.
  • Funds reported $20.2B of Eversource Energy stock for Q3 2024, up 23% quarter-over-quarter.
  • 124 funds opened new Eversource Energy positions in Q3 2024 and 66 closed out, a net change of +58 holders.
  • The largest Eversource Energy buyer in Q3 2024 was Wellington Management Group, an estimated $768M added.
  • The largest Eversource Energy seller in Q3 2024 was Zimmer Partners, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2024.