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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 %
KIA
501
Kraematon Investment Advisors
Massachusetts
$315K +$2.28K +37 +0.7%
SCA
502
Snowden Capital Advisors
New York
$314K -$123K -1,990 -28%
LSAG
503
Lake Street Advisors Group
New Hampshire
$313K +$313K +5,067 New
KWM
504
Kingsview Wealth Management
Oregon
$313K -$3.08M -49,874 -91%
WA
505
Wealth Alliance
New York
$313K +$27.4K +444 +10%
CWM
506
Congress Wealth Management
Massachusetts
$313K +$99.4K +1,611 +47%
EFMC
507
Empire Financial Management Company
New York
$312K – – –
BFA
508
Beaumont Financial Advisors
Massachusetts
$311K -$1.42K -23 -0.5%
TNB
509
Thomasville National Bank
Georgia
$309K -$62 -1 -0%
GI
510
Gradient Investments
Minnesota
$308K +$8.15K +132 +3%
CCA
511
Checchi Capital Advisers
California
$307K +$21.9K +355 +8%
Focus Partners Wealth
512
Focus Partners Wealth
Massachusetts
$307K +$307K +4,970 New
NIM
513
NEOS Investment Management
Connecticut
$306K +$76.5K +1,240 +33%
WTFG
514
Wells Trecaso Financial Group
Ohio
$305K – – –
ACI
515
Alpha Cubed Investments
California
$305K +$1.73K +28 +0.6%
FGA
516
Fortis Group Advisors
New Jersey
$305K – – –
TWM
517
Trueblood Wealth Management
Ohio
$303K +$303K +4,916 New
CT
518
Cambridge Trust
Massachusetts
$303K -$72.8K -1,180 -19%
ST
519
Spinnaker Trust
Maine
$303K – – –
PWLP
520
Prio Wealth Limited Partnership
Massachusetts
$303K +$7.28K +118 +2%
HI
521
Horizon Investments
North Carolina
$303K +$9.69K +157 +3%
GS
522
GTS Securities
New York
$300K +$300K +4,862 New
SC
523
Savant Capital
Illinois
$300K +$4.38K +71 +1%
SC
524
Steph & Co
Wisconsin
$300K -$239K -3,871 -44%
IWM
525
IHT Wealth Management
Illinois
$298K +$617 +10 +0.2%
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