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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
HWMG
526
Hurlow Wealth Management Group
Indiana
$360K
MHIC
527
Marble Harbor Investment Counsel
Massachusetts
$360K
BP
528
Ballentine Partners
Massachusetts
$358K -$54.9K -618 -13%
SCA
529
Snowden Capital Advisors
New York
$358K +$89 +1 +0%
UCFA
530
United Capital Financial Advisors
Texas
$357K +$31.3K +352 +9%
CWM
531
Connecticut Wealth Management
Connecticut
$356K -$56.8K -639 -13%
GWI
532
Grace & White Inc
New York
$355K
BFEC
533
Benjamin F. Edwards & Company
Missouri
$355K +$60.5K +681 +19%
TMAM
534
Tokio Marine Asset Management
Japan
$353K +$29.6K +333 +9%
MIP
535
Mondrian Investment Partners
United Kingdom
$348K -$35.2K -396 -9%
BSW
536
Buckingham Strategic Wealth
Missouri
$348K +$59.4K +669 +19%
HWM
537
Hemington Wealth Management
Virginia
$347K
FA
538
FC Advisory
Pennsylvania
$347K +$2.58K +29 +0.7%
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$346K -$538K -6,052 -60%
S
540
SignatureFD
Georgia
$346K +$800 +9 +0.2%
AAS
541
Avantax Advisory Services
Texas
$343K -$4.89K -55 -1%
SS
542
Simplicity Solutions
Minnesota
$343K +$87.4K +984 +32%
PCM
543
Parsons Capital Management
Rhode Island
$342K
SP
544
Symmetry Partners
Connecticut
$338K
IC
545
IEQ Capital
California
$337K +$29.6K +333 +9%
TI
546
Tidal Investments
Wisconsin
$330K -$109K -1,222 -24%
WJWM
547
Williams Jones Wealth Management
New York
$330K +$347K +3,907 New
MWM
548
Minot Wealth Management
Massachusetts
$328K
Lazard Asset Management
549
Lazard Asset Management
New York
$323K -$8.62K -97 -2%
MCM
550
MAI Capital Management
Ohio
$323K +$25.9K +292 +8%

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.