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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
AWM
601
Axxcess Wealth Management
California
$238K +$226K +3,496 New
P
602
Pitcairn
Pennsylvania
$237K -$29K -449 -11%
SFP
603
Sterling Financial Planning
New Jersey
$235K +$223K +3,452 New
PHIC
604
Pine Haven Investment Counsel
Massachusetts
$235K +$223K +3,451 New
LWM
605
LongView Wealth Management
Georgia
$235K +$223K +3,450 New
WA
606
Wealth Alliance
New York
$234K +$222K +3,440 New
FA
607
FC Advisory
Pennsylvania
$234K +$222K +3,435 New
AWA
608
Arete Wealth Advisors
Illinois
$231K +$219K +3,391 New
RWA
609
Redhawk Wealth Advisors
Minnesota
$228K +$216K +3,344 New
CAG
610
Crestwood Advisors Group
Massachusetts
$227K +$216K +3,340 New
CBA
611
Coastal Bridge Advisors
Connecticut
$227K +$216K +3,335 New
MCWS
612
McKinley Carter Wealth Services
West Virginia
$226K +$214K +3,314 New
NWAG
613
Net Worth Advisory Group
Utah
$221K +$210K +3,250 New
MM
614
MQS Management
New York
$218K -$59.7K -924 -22%
ISL
615
Ingalls & Snyder LLC
New York
$216K +$205K +3,172 New
PMSA
616
Patrick M. Sweeney & Associates
Illinois
$216K +$205K +3,174 New
SWM
617
Sculati Wealth Management
Michigan
$215K +$204K +3,162 New
SG
618
StoneX Group
New York
$213K +$202K +3,124 New
SSB
619
Sandy Spring Bank
Maryland
$210K -$10.9K -168 -5%
PPW
620
Parcion Private Wealth
Washington
$210K +$200K +3,090 New
CAM
621
Cidel Asset Management
Ontario, Canada
$210K +$200K +3,089 New
PTC
622
Private Trust Company
Ohio
$209K +$54.3K +840 +38%
SWM
623
Spire Wealth Management
Virginia
$209K -$154K -2,378 -44%
BDF
624
Black Diamond Financial
Maryland
$208K +$197K +3,054 New
RCA
625
Resonant Capital Advisors
Wisconsin
$207K +$197K +3,046 New

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.