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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
CA
551
Cullinan Associates
Kentucky
$288K
CHP
552
Cable Hill Partners
Oregon
$287K +$24.6K +380 +10%
BP
553
Ballentine Partners
Massachusetts
$287K +$2.46K +38 +0.9%
MC
554
Machina Capital
France
$285K -$229K -3,550 -46%
Qube Research & Technologies (QRT)
555
Qube Research & Technologies (QRT)
United Kingdom
$284K +$269K +4,170 New
SCA
556
Snowden Capital Advisors
New York
$284K +$5.75K +89 +2%
LA
557
LVW Advisors
New York
$283K -$79.8K -1,235 -23%
DC
558
Davenport & Co
Virginia
$283K -$323 -5 -0.1%
VA
559
Vident Advisory
Georgia
$281K +$6.07K +94 +2%
CFP
560
Catalyst Financial Partners
Massachusetts
$278K +$29.8K +461 +13%
GL
561
Graypoint LLC
New York
$278K +$22.2K +344 +9%
WIA
562
World Investment Advisors
California
$277K +$263K +4,077 New
Jones Financial Companies
563
Jones Financial Companies
Missouri
$276K +$108K +1,668 +69%
VFM
564
Viking Fund Management
North Dakota
$272K +$258K +4,000 New
BWM
565
Brophy Wealth Management
New Hampshire
$271K +$258K +3,986 New
IAA
566
Independent Advisor Alliance
North Carolina
$270K -$95.4K -1,476 -27%
HAG
567
HighPoint Advisor Group
Illinois
$270K -$27.4K -424 -9%
WSFS
568
Wilmington Savings Fund Society
Delaware
$270K +$256K +3,964 New
GAM
569
Gotham Asset Management
New York
$269K +$255K +3,948 New
RA
570
RFG Advisory
Alabama
$269K -$517 -8 -0.2%
FRA
571
Frank Rimerman Advisors
California
$269K -$2.54M -39,320 -91%
MWM
572
Melfa Wealth Management
Massachusetts
$268K
HWMG
573
Hurlow Wealth Management Group
Indiana
$267K +$129 +2 +0.1%
KWM
574
Kingsview Wealth Management
Oregon
$267K -$29.4K -455 -10%
SIC
575
Sterling Investment Counsel
New York
$266K

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.