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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
526
Quadrant Capital Group
Ohio
$293K -$15.5K -248 -5%
CPWA
527
Cerro Pacific Wealth Advisors
California
$291K -$8.35K -134 -3%
ONSWM
528
Old North State Wealth Management
North Carolina
$291K +$45.1K +724 +17%
DWM
529
Destination Wealth Management
California
$287K +$16.4K +263 +6%
BRWA
530
B. Riley Wealth Advisors
Florida
$283K -$63.7K -1,022 -17%
PA
531
Parallel Advisors
California
$283K +$31.2K +500 +11%
WTFG
532
Wells Trecaso Financial Group
Ohio
$283K
ST
533
Spinnaker Trust
Maine
$282K
CIAS
534
CFS Investment Advisory Services
New Jersey
$282K -$141K -2,258 -31%
STA
535
Summit Trail Advisors
New York
$281K +$13.5K +216 +5%
HI
536
Horizon Investments
North Carolina
$281K +$2.49K +40 +0.8%
CWA
537
Consilium Wealth Advisory
Texas
$281K -$24K -385 -7%
CCIA
538
Campbell & Co Investment Adviser
Maryland
$279K -$1.39M -22,361 -82%
WSFS
539
Wilmington Savings Fund Society
Delaware
$279K +$55.3K +888 +22%
LSAG
540
Lake Street Advisors Group
New Hampshire
$279K -$1.25K -20 -0.4%
MA
541
MJP Associates
Connecticut
$278K +$25.4K +407 +9%
JWCA
542
J.W. Cole Advisors
Florida
$276K +$5.8K +93 +2%
BFG
543
Bleakley Financial Group
New Jersey
$272K -$6.11K -98 -2%
CGL
544
Clarius Group LLC
Washington
$271K +$7.73K +124 +3%
HAG
545
HighPoint Advisor Group
Illinois
$268K +$7.67K +123 +3%
PWM
546
Perigon Wealth Management
California
$267K +$68.8K +1,104 +32%
BFA
547
Beaumont Financial Advisors
Massachusetts
$266K -$22.9K -367 -7%
BHWM
548
Bar Harbor Wealth Management
New Hampshire
$264K -$11.8K -190 -4%
OPW
549
Oxler Private Wealth
New York
$263K -$40.2K -645 -12%
CAM
550
Cresset Asset Management
Illinois
$262K -$1.96M -31,490 -87%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.