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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
SSB
551
Sandy Spring Bank
Maryland
$322K
TCOV
552
Trust Company of Vermont
Vermont
$321K +$29.8K +335 +10%
APW
553
Acima Private Wealth
Virginia
$321K
PA
554
Parallel Advisors
California
$317K +$16.8K +189 +5%
CAM
555
Centre Asset Management
New York
$312K -$4.8K -54 -1%
ACM
556
Ayrshire Capital Management
Connecticut
$312K
TC
557
Telemus Capital
Michigan
$305K
ZIM
558
Zacks Investment Management
Illinois
$304K -$4.35K -49 -1%
CG
559
Colony Group
Massachusetts
$303K +$2.22K +25 +0.7%
ST
560
Smithfield Trust
Pennsylvania
$302K +$25.1K +283 +9%
Rafferty Asset Management
561
Rafferty Asset Management
New York
$301K -$62.5K -703 -16%
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$299K +$315K +3,544 New
GWM
563
Geneos Wealth Management
Colorado
$298K -$11.4K -128 -4%
MFA
564
Mayflower Financial Advisors
Massachusetts
$298K +$4.18K +47 +1%
SFA
565
Sequoia Financial Advisors
Ohio
$296K +$18.2K +205 +6%
FMAEN1
566
Fund Management at Engine No 1
California
$294K +$50.9K +573 +20%
CWM
567
Congress Wealth Management
Massachusetts
$292K -$19.7K -222 -6%
PHIC
568
Pine Haven Investment Counsel
Massachusetts
$292K
ESCM
569
Echo Street Capital Management
New York
$292K +$307K +3,458 New
SCM
570
Stevens Capital Management
Pennsylvania
$291K -$370K -4,168 -55%
CAM
571
Cozad Asset Management
Illinois
$290K
SFG
572
Sovereign Financial Group
Connecticut
$290K +$977 +11 +0.3%
PRS
573
Pinkerton Retirement Specialists
Idaho
$288K
FTDI
574
First Trust Direct Indexing
Massachusetts
$286K +$59K +664 +24%
GT
575
Greenleaf Trust
Michigan
$283K -$5.06K -57 -2%

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.