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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
HWM
526
Hemington Wealth Management
Virginia
$350K +$6.03K +76 +2%
PCM
527
Parsons Capital Management
Rhode Island
$349K +$9.52K +120 +3%
SFA
528
Sequoia Financial Advisors
Ohio
$349K +$56.5K +713 +21%
MHIC
529
Marble Harbor Investment Counsel
Massachusetts
$349K -$7.93K -100 -2%
FFP
530
FourThought Financial Partners
Florida
$344K +$326K +4,108 New
Connor, Clark & Lunn Investment Management (CC&L)
531
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$343K -$1.9M -23,919 -85%
LOAMS
532
Lombard Odier Asset Management (Switzerland)
Switzerland
$343K +$88.6K +1,117 +38%
MCM
533
MAI Capital Management
Ohio
$341K +$24.4K +308 +8%
SP
534
Symmetry Partners
Connecticut
$335K
CTC
535
Central Trust Company
Missouri
$334K -$26.7K -337 -8%
SIA
536
Schechter Investment Advisors
Michigan
$333K +$29.1K +367 +10%
ZIM
537
Zacks Investment Management
Illinois
$332K +$238 +3 +0.1%
SCA
538
Snowden Capital Advisors
New York
$331K -$25.9K -327 -8%
FTDI
539
First Trust Direct Indexing
Massachusetts
$331K +$25.4K +320 +9%
MWM
540
Melfa Wealth Management
Massachusetts
$324K +$307K +3,869 New
C
541
CEDRUS
Colorado
$324K +$74.6K +941 +32%
GRP
542
Global Retirement Partners
California
$323K +$90.8K +1,145 +42%
FMAEN1
543
Fund Management at Engine No 1
California
$321K +$40K +504 +15%
MFA
544
Mayflower Financial Advisors
Massachusetts
$319K +$22.4K +282 +8%
SSB
545
Sandy Spring Bank
Maryland
$319K
APW
546
Acima Private Wealth
Virginia
$319K
LNC
547
Lincoln National Corp
Pennsylvania
$311K +$22.3K +281 +8%
PIA
548
Pinion Investment Advisors
Kansas
$311K -$135K -1,703 -31%
ARMT
549
Amica Retiree Medical Trust
Rhode Island
$310K +$294K +3,702 New
I
550
InceptionR
California
$310K +$293K +3,697 New

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.