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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
GVAG
601
Great Valley Advisor Group
Delaware
$256K +$12.9K +145 +5%
WIC
602
Wilkins Investment Counsel
Massachusetts
$253K -$17.8K -200 -6%
WC
603
Woodstock Corp
Massachusetts
$252K
SIA
604
Schechter Investment Advisors
Michigan
$251K +$20.8K +234 +9%
AG
605
AIA Group
Hong Kong
$251K +$194K +2,182 +276%
CANY
606
Caxton Associates (New York)
New York
$251K +$264K +2,968 New
TF
607
TimeScale Financial
Massachusetts
$250K +$1.51K +17 +0.6%
AWP
608
Abacus Wealth Partners
California
$249K +$1.24K +14 +0.5%
FAT
609
First American Trust
California
$248K -$50.4K -567 -16%
AC
610
Applied Capital
Arkansas
$248K +$7.37K +83 +3%
Bessemer Group
611
Bessemer Group
New Jersey
$247K -$181K -2,037 -41%
CI
612
Conning Inc
Connecticut
$246K -$800 -9 -0.3%
HFS
613
Hantz Financial Services
Michigan
$246K +$20.7K +233 +9%
LNC
614
Lincoln National Corp
Pennsylvania
$241K +$9.24K +104 +4%
AWM
615
Apollon Wealth Management
South Carolina
$239K +$30.5K +343 +14%
SWM
616
SeaCrest Wealth Management
New York
$237K -$1.69K -19 -0.7%
RWP
617
RWA Wealth Partners
Massachusetts
$237K
MMA
618
Miracle Mile Advisors
California
$233K
FAIM
619
Financial Advocates Investment Management
Washington
$231K -$53K -596 -18%
BMC
620
Beaton Management Company
Massachusetts
$231K
YIA
621
YHB Investment Advisors
Connecticut
$230K
CWA
622
Centennial Wealth Advisory
Michigan
$230K +$242K +2,722 New
HH
623
Hilltop Holdings
Texas
$227K +$22.9K +258 +11%
SW
624
SVB Wealth
Massachusetts
$226K -$7.46K -84 -3%
AFG
625
Albion Financial Group
Utah
$223K -$48.9K -550 -17%

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.