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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
GT
576
Glenview Trust
Kentucky
$280K +$888 +10 +0.3%
BBA
577
Baader Bank Aktiengesellschaft
Germany
$279K +$293K +3,300 New
BAM
578
Berkshire Asset Management
Pennsylvania
$278K -$21.6K -243 -7%
HPC
579
HM Payson & Co
Maine
$278K
MIC
580
Means Investment Company
Maine
$275K +$622 +7 +0.2%
FCI
581
Financial Counselors Inc
Kansas
$274K +$4.89K +55 +2%
FRM
582
Fox Run Management
Connecticut
$273K -$99.8K -1,123 -26%
JMF
583
Johnson Midwest Financial
Iowa
$272K
QCG
584
Quadrant Capital Group
Ohio
$272K +$4.71K +53 +2%
MNBTD
585
Moody National Bank Trust Division
Texas
$272K +$287K +3,225 New
MSA
586
Marino Stram & Associates
Massachusetts
$270K -$21.8K -245 -7%
CA
587
CSM Advisors
Pennsylvania
$270K
NRA
588
NSI Retail Advisors
Pennsylvania
$270K
GWS
589
Glassman Wealth Services
Virginia
$268K +$53.3K +600 +23%
SWM
590
Sculati Wealth Management
Michigan
$267K
ACM
591
Advisors Capital Management
New Jersey
$267K +$281K +3,166 New
DU
592
Delphia (USA)
Ontario, Canada
$266K +$280K +3,152 New
GIA
593
Gateway Investment Advisers
Ohio
$265K +$12.5K +141 +5%
DP
594
Dearborn Partners
Illinois
$261K
PPW
595
Parcion Private Wealth
Washington
$260K +$11.2K +126 +4%
C
596
CEDRUS
Colorado
$260K +$36.1K +406 +15%
BDF
597
Black Diamond Financial
Maryland
$257K
CWM
598
Cadence Wealth Management
Massachusetts
$257K
HI
599
Horizon Investments
North Carolina
$257K +$178 +2 +0.1%
EWA
600
EP Wealth Advisors
California
$256K -$5.6K -63 -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.