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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
SPA
551
Shore Point Advisors
New Jersey
$261K
CFP
552
Cascade Financial Partners
California
$260K
TWM
553
Trueblood Wealth Management
Ohio
$258K +$187 +3 +0.1%
GWI
554
Grace & White Inc
New York
$254K
DWM
555
Dynasty Wealth Management
Florida
$253K +$3.43K +55 +1%
CPCPP
556
Canada Post Corporation Pension Plan
Canada
$252K +$274K +4,390 New
IWM
557
IHT Wealth Management
Illinois
$251K -$1.06K -17 -0.4%
WIA
558
World Investment Advisors
California
$250K +$17.4K +279 +7%
ICP
559
Impact Capital Partners
Colorado
$249K +$270K +4,339 New
SP
560
Stablepoint Partners
Massachusetts
$248K
HFS
561
Hantz Financial Services
Michigan
$248K +$43.8K +703 +19%
AHL
562
Abel Hall LLC
Louisiana
$248K +$873 +14 +0.3%
BCI
563
Brinker Capital Investments
Pennsylvania
$246K +$267K +4,277 New
OPS
564
Orion Portfolio Solutions
Nebraska
$246K +$267K +4,277 New
FAM
565
Formidable Asset Management
Ohio
$244K
CSIC
566
Clifford Swan Investment Counsel
California
$244K
BWCS
567
Beirne Wealth Consulting Services
Connecticut
$244K -$499 -8 -0.2%
SCA
568
Snowden Capital Advisors
New York
$240K +$810 +13 +0.3%
NL
569
NWAM LLC
Washington
$239K -$26.3K -422 -9%
IAA
570
Independent Advisor Alliance
North Carolina
$237K +$9.41K +151 +4%
IA
571
IFP Advisors
Florida
$232K +$142K +2,285 +130%
SWM
572
Spire Wealth Management
Virginia
$231K +$60.1K +965 +31%
LA
573
LVW Advisors
New York
$231K -$8.79K -141 -3%
SAG
574
SageView Advisory Group
California
$230K -$17.6K -282 -7%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$230K -$61.7K -990 -20%

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.