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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
TCOV
576
Trust Company of Vermont
Vermont
$265K -$65 -1 -0%
KNW
577
Kesler Norman & Wride
Utah
$265K -$106K -1,635 -30%
FGA
578
Fortis Group Advisors
New Jersey
$265K
CAM
579
Cozad Asset Management
Illinois
$263K -$14K -217 -5%
CCA
580
Checchi Capital Advisers
California
$261K +$1.75K +27 +0.7%
PWLP
581
Prio Wealth Limited Partnership
Massachusetts
$259K
PFS
582
Prospera Financial Services
Texas
$257K -$29.2K -452 -11%
TFA
583
Tranquilli Financial Advisor
New Jersey
$253K
DWT
584
Dorsey & Whitney Trust
South Dakota
$251K -$50.6K -783 -18%
AC
585
Apella Capital
Connecticut
$250K +$242K +3,752 New
CPWA
586
Cerro Pacific Wealth Advisors
California
$250K
KIA
587
Kraematon Investment Advisors
Massachusetts
$250K +$1.62K +25 +0.7%
JIC
588
Johnson Investment Counsel
Ohio
$250K +$237K +3,668 New
CI
589
Cigna Investments
Connecticut
$249K
HFS
590
Hantz Financial Services
Michigan
$246K +$4.39K +68 +2%
FZCM
591
Flynn Zito Capital Management
New York
$246K +$233K +3,611 New
HC
592
Hamilton Capital
Ohio
$245K
EHC
593
Everett Harris & Co
California
$245K +$232K +3,593 New
AWM
594
Accurate Wealth Management
Florida
$242K -$711 -11 -0.3%
AWA
595
Aaron Wealth Advisors
Illinois
$241K +$229K +3,541 New
CWM
596
Cadence Wealth Management
Massachusetts
$240K +$228K +3,521 New
CTC
597
Central Trust Company
Missouri
$239K +$65 +1 +0%
FTWA
598
Fifth Third Wealth Advisors
Ohio
$239K -$8.72K -135 -4%
LGF
599
LGT Group Foundation
Liechtenstein
$239K
PWM
600
Perigon Wealth Management
California
$238K -$5.95K -92 -3%

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.