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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
TC
551
Telemus Capital
Michigan
$310K
Lazard Asset Management
552
Lazard Asset Management
New York
$309K -$5.31K -67 -2%
CAM
553
Centre Asset Management
New York
$305K -$6.03K -76 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
554
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$305K -$278K -3,500 -49%
CWM
555
Congress Wealth Management
Massachusetts
$301K +$20.3K +256 +8%
SSWM
556
Strait & Sound Wealth Management
California
$298K +$283K +3,562 New
AWM
557
Apollon Wealth Management
South Carolina
$294K -$1.98K -25 -0.7%
ST
558
Smithfield Trust
Pennsylvania
$294K -$1.9K -24 -0.7%
SFG
559
Sovereign Financial Group
Connecticut
$292K +$3.17K +40 +1%
PHIC
560
Pine Haven Investment Counsel
Massachusetts
$289K
CAM
561
Cozad Asset Management
Illinois
$288K
PRS
562
Pinkerton Retirement Specialists
Idaho
$286K
VIA
563
Vident Investment Advisory
Georgia
$283K +$268K +3,376 New
FA
564
FC Advisory
Pennsylvania
$282K +$2.06K +26 +0.8%
GT
565
Glenview Trust
Kentucky
$279K +$952 +12 +0.4%
HPC
566
HM Payson & Co
Maine
$278K +$3.89K +49 +1%
FRM
567
Fox Run Management
Connecticut
$277K +$262K +3,306 New
IC
568
IEQ Capital
California
$276K -$318K -4,012 -55%
BWCS
569
Beirne Wealth Consulting Services
Connecticut
$275K
MIC
570
Means Investment Company
Maine
$274K +$634 +8 +0.2%
TCOV
571
Trust Company of Vermont
Vermont
$274K -$44.6K -562 -15%
OQS
572
Occudo Quantitative Strategies
Florida
$272K +$258K +3,247 New
MSA
573
Marino Stram & Associates
Massachusetts
$272K +$1.51K +19 +0.6%
JMF
574
Johnson Midwest Financial
Iowa
$270K
MNBTD
575
Moody National Bank Trust Division
Texas
$269K -$1.03K -13 -0.4%

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.