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Eversource Energy

872 hedge funds and large institutions have $23.8B invested in Eversource Energy in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 339 increasing their positions, 267 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

67% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $7.29M

27% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 267

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.55B)

5% more funds holding

Funds holding: 831872 (+41)

0.43% more ownership

Funds ownership: 79.07%79.51% (+0.43%)

Holders
872
Holders Change
+41
Holders Change %
+4.93%
% of All Funds
14.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
111
Increased
339
Reduced
267
Closed
52
Calls
$12.2M
Puts
$7.29M
Net Calls
+$4.89M
Net Calls Change
-$687K
Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
601
IQ EQ Fund Management
Ireland
$251K +$237K +2,994 New
WC
602
Woodstock Corp
Massachusetts
$250K
TW
603
TrinityPoint Wealth
Connecticut
$250K +$872 +11 +0.4%
FAIM
604
Financial Advocates Investment Management
Washington
$249K +$79 +1 +0%
AC
605
Applied Capital
Arkansas
$246K
FAN
606
Financial Advisors Network
California
$242K +$229K +2,882 New
RWP
607
RWA Wealth Partners
Massachusetts
$241K
MMA
608
Miracle Mile Advisors
California
$241K +$7.61K +96 +3%
TF
609
TimeScale Financial
Massachusetts
$233K
Bessemer Group
610
Bessemer Group
New Jersey
$232K -$218K -2,754 -50%
SWM
611
SeaCrest Wealth Management
New York
$231K -$634 -8 -0.3%
BMC
612
Beaton Management Company
Massachusetts
$229K
OCG
613
Opus Capital Group
Ohio
$229K +$217K +2,732 New
LFG
614
Lockerman Financial Group
California
$229K +$5K +63 +2%
WIC
615
Wilkins Investment Counsel
Massachusetts
$226K -$23.8K -300 -10%
AWA
616
Arkadios Wealth Advisors
Georgia
$222K +$1.03K +13 +0.5%
DP
617
Dearborn Partners
Illinois
$222K -$37K -467 -15%
AFG
618
Albion Financial Group
Utah
$222K
FFG
619
Ford Financial Group
California
$222K
YIA
620
YHB Investment Advisors
Connecticut
$222K
EFS
621
Econ Financial Services
Pennsylvania
$221K +$1.67K +21 +0.8%
KI
622
Kula Investments
Illinois
$220K +$209K +2,629 New
RBC
623
Romano Brothers & Co
Illinois
$220K +$1.03K +13 +0.5%
CI
624
Conning Inc
Connecticut
$217K -$1.11K -14 -0.5%
NDSI
625
Newman Dignan & Sheerar Inc
Rhode Island
$217K +$159 +2 +0.1%

ES Hedge Fund Activity: Q4 2022 in Review

872 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2022, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ES positions and 52 closed out — a net gain of 59 holders — while 339 added to existing stakes and 267 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $99.6M.

  • 872 institutional investors held Eversource Energy (ES) as of Q4 2022, up from 831 in Q3 2022.
  • Funds reported $23.8B of Eversource Energy stock for Q4 2022, up 12% quarter-over-quarter.
  • 111 funds opened new Eversource Energy positions in Q4 2022 and 52 closed out, a net change of +59 holders.
  • The largest Eversource Energy buyer in Q4 2022 was BlackRock, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $99.6M sold.

Based on aggregated 13F filings for Q4 2022.