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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
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$397K
BC
502
Bridgefront Capital
Texas
$394K +$373K +4,705 New
AMR
503
Asset Management Resources
Massachusetts
$392K -$11.4K -144 -3%
SDIC
504
South Dakota Investment Council
South Dakota
$386K +$365K +4,600 New
CBA
505
Coastal Bridge Advisors
Connecticut
$386K -$76.4K -963 -17%
CIBC Private Wealth Group
506
CIBC Private Wealth Group
Georgia
$384K -$23.2K -292 -4%
SPA
507
Shore Point Advisors
New Jersey
$381K
DWP
508
Daymark Wealth Partners
Ohio
$379K +$359K +4,524 New
OPS
509
Orion Portfolio Solutions
Nebraska
$377K +$13.1K +165 +4%
MCWS
510
McKinley Carter Wealth Services
West Virginia
$374K
BSW
511
Buckingham Strategic Wealth
Missouri
$374K -$9.6K -121 -3%
PAG
512
Private Advisor Group
New Jersey
$369K +$145K +1,824 +15%
CSIC
513
Clifford Swan Investment Counsel
California
$368K +$555 +7 +0.2%
CA
514
Cullinan Associates
Kentucky
$365K +$346K +4,357 New
WJWM
515
Williams Jones Wealth Management
New York
$364K
BCI
516
Brinker Capital Investments
Pennsylvania
$364K -$18.1K -228 -5%
PA
517
Parallel Advisors
California
$363K +$34.6K +436 +11%
QCG
518
Quadrant Capital Group
Ohio
$362K +$36.6K +461 +12%
TI
519
Tidal Investments
Wisconsin
$361K -$113K -1,426 -25%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$359K -$642K -8,097 -65%
CI
521
Cigna Investments
Connecticut
$358K
GWI
522
Grace & White Inc
New York
$352K
MAS
523
Meeder Advisory Services
Ohio
$352K +$333K +4,198 New
WA
524
Wealthstar Advisors
Texas
$352K
HWMG
525
Hurlow Wealth Management Group
Indiana
$351K +$793 +10 +0.2%

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.