We are live on ! Find out more
ES icon

Eversource Energy

866 hedge funds and large institutions have $20.2B invested in Eversource Energy in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 312 increasing their positions, 271 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $31M | Put options by funds: $14.8M

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $16.4B → $20.2B (+$3.81B)

15% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 271

6% more funds holding

Funds holding: 814866 (+52)

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
124
Increased
312
Reduced
271
Closed
66
Calls
$31M
Puts
$14.8M
Net Calls
+$16.2M
Net Calls Change
-$724K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
526
Bar Harbor Wealth Management
New Hampshire
$325K
IF
527
Intrua Financial
Texas
$324K +$23.9K +370 +8%
DWM
528
Destination Wealth Management
California
$322K +$3.75K +58 +1%
JWCA
529
J.W. Cole Advisors
Florida
$321K +$258 +4 +0.1%
BAM
530
Blueshift Asset Management
New Jersey
$319K +$303K +4,695 New
STA
531
Summit Trail Advisors
New York
$318K +$30.4K +471 +11%
CGL
532
Clarius Group LLC
Washington
$313K -$10.6K -164 -3%
NL
533
NWAM LLC
Washington
$312K +$296K +4,584 New
SPA
534
Shore Point Advisors
New Jersey
$309K
MFG
535
Merit Financial Group
Georgia
$308K -$58.5K -906 -17%
TWM
536
Trueblood Wealth Management
Ohio
$306K +$129 +2 +0%
MA
537
MJP Associates
Connecticut
$301K +$286K +4,428 New
PA
538
Parallel Advisors
California
$301K +$40.3K +623 +16%
GWI
539
Grace & White Inc
New York
$301K
CFP
540
Cascade Financial Partners
California
$299K -$5.75K -89 -2%
IWM
541
IHT Wealth Management
Illinois
$298K -$3.36K -52 -1%
DWM
542
Dynasty Wealth Management
Florida
$297K -$1.23K -19 -0.4%
ONSWM
543
Old North State Wealth Management
North Carolina
$295K +$36K +557 +15%
SP
544
Stablepoint Partners
Massachusetts
$294K
AHL
545
Abel Hall LLC
Louisiana
$293K +$3.3K +51 +1%
SAG
546
SageView Advisory Group
California
$292K -$23.9K -370 -8%
TNB
547
Thomasville National Bank
Georgia
$292K -$7.75K -120 -3%
FAM
548
Formidable Asset Management
Ohio
$289K
BWCS
549
Beirne Wealth Consulting Services
Connecticut
$289K +$275K +4,250 New
CSIC
550
Clifford Swan Investment Counsel
California
$289K

ES Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2024, worth a combined $20.2B — up 23% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ES positions and 66 closed out — a net gain of 58 holders — while 312 added to existing stakes and 271 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $768M. The largest seller was Zimmer Partners, cutting an estimated $312M.

  • 866 institutional investors held Eversource Energy (ES) as of Q3 2024, up from 814 in Q2 2024.
  • Funds reported $20.2B of Eversource Energy stock for Q3 2024, up 23% quarter-over-quarter.
  • 124 funds opened new Eversource Energy positions in Q3 2024 and 66 closed out, a net change of +58 holders.
  • The largest Eversource Energy buyer in Q3 2024 was Wellington Management Group, an estimated $768M added.
  • The largest Eversource Energy seller in Q3 2024 was Zimmer Partners, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2024.