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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
RA
501
RFG Advisory
Alabama
$424K +$21.9K +246 +6%
BAM
502
Belpointe Asset Management
Nevada
$418K +$5.95K +67 +1%
MCWS
503
McKinley Carter Wealth Services
West Virginia
$417K -$11.6K -131 -3%
KIA
504
Kraematon Investment Advisors
Massachusetts
$415K +$2.22K +25 +0.5%
MWM
505
Modera Wealth Management
New Jersey
$412K -$1.16K -13 -0.3%
RJT
506
Raymond James Trust
Florida
$405K +$10.8K +121 +3%
QC
507
Quadrature Capital
United Kingdom
$405K +$62.8K +707 +17%
SXL
508
Summit X LLC
Missouri
$402K -$9.33K -105 -2%
BHWM
509
Bar Harbor Wealth Management
New Hampshire
$400K -$63.6K -716 -13%
ISL
510
Ingalls & Snyder LLC
New York
$399K
SC
511
Savant Capital
Illinois
$394K -$77.8K -876 -16%
NP
512
NorthRock Partners
Minnesota
$393K -$10.4K -117 -2%
HSA
513
HBK Sorce Advisory
Pennsylvania
$390K +$6.84K +77 +2%
WANY
514
Wealthspire Advisors (New York)
New York
$385K -$10.6K -119 -3%
SPA
515
Shore Point Advisors
New Jersey
$384K
FCH
516
Freestone Capital Holdings
Washington
$382K -$410K -4,612 -51%
RMC
517
Resources Management Corp
Connecticut
$380K
LS
518
Livforsakringsbolaget Skandia
Sweden
$376K
BCI
519
Brinker Capital Investments
Pennsylvania
$375K -$8.53K -96 -2%
CI
520
Cigna Investments
Connecticut
$374K -$141K -1,590 -26%
NW
521
NewEdge Wealth
Pennsylvania
$373K +$393K +4,419 New
CSIC
522
Clifford Swan Investment Counsel
California
$370K
BB
523
Berkshire Bank
Massachusetts
$367K
CTC
524
Central Trust Company
Missouri
$364K -$44.4K -500 -10%
OPS
525
Orion Portfolio Solutions
Nebraska
$361K +$2.58K +29 +0.7%

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.