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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
VFM
576
Viking Fund Management
North Dakota
$230K
BB
577
Berkshire Bank
Massachusetts
$230K -$187K -3,008 -43%
RPCONE
578
Retirement Planning Company of New England
Rhode Island
$228K +$247K +3,967 New
FRA
579
Frank Rimerman Advisors
California
$227K +$187 +3 +0.1%
GL
580
Graypoint LLC
New York
$226K -$8.85K -142 -3%
MWM
581
Melfa Wealth Management
Massachusetts
$226K
CTC
582
Central Trust Company
Missouri
$225K +$24.9K +399 +11%
SIC
583
Sterling Investment Counsel
New York
$225K
TCOV
584
Trust Company of Vermont
Vermont
$224K
FGA
585
Fortis Group Advisors
New Jersey
$223K
MC
586
Machina Capital
France
$223K -$19.2K -308 -7%
OAM
587
Oxford Asset Management
United Kingdom
$223K +$242K +3,879 New
KWM
588
Kingsview Wealth Management
Oregon
$222K -$3.05K -49 -1%
PFS
589
Prospera Financial Services
Texas
$222K +$6.11K +98 +3%
CAM
590
Cozad Asset Management
Illinois
$222K
HWMG
591
Hurlow Wealth Management Group
Indiana
$221K -$4.99K -80 -2%
Envestnet Portfolio Solutions
592
Envestnet Portfolio Solutions
Illinois
$220K +$239K +3,828 New
DC
593
Davenport & Co
Virginia
$220K -$21.1K -338 -8%
CIS
594
Custom Index Systems
New York
$219K +$237K +3,810 New
AWA
595
Aaron Wealth Advisors
Illinois
$218K +$16K +256 +7%
MS
596
Maven Securities
Jersey
$217K +$236K +3,784 New
HC
597
Hamilton Capital
Ohio
$215K +$997 +16 +0.4%
CCA
598
Checchi Capital Advisers
California
$215K -$5.61K -90 -2%
CFP
599
Catalyst Financial Partners
Massachusetts
$214K -$22.1K -355 -9%
GAM
600
Gotham Asset Management
New York
$214K -$13.6K -218 -6%

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.