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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
HH
626
Hilltop Holdings
Texas
$215K -$12.1K -153 -6%
NCM
627
Northside Capital Management
Oregon
$215K +$203K +2,564 New
CFFP
628
Center for Financial Planning
Michigan
$214K
PFM
629
Patton Fund Management
Texas
$212K +$201K +2,533 New
BC
630
Burney Company
Virginia
$212K +$200K +2,527 New
SYBT
631
Stock Yards Bank & Trust
Kentucky
$210K +$199K +2,505 New
TWM
632
Tanager Wealth Management
United Kingdom
$209K +$198K +2,497 New
SWA
633
Sightline Wealth Advisors
Connecticut
$208K +$196K +2,477 New
PWM
634
Perigon Wealth Management
California
$205K +$194K +2,444 New
TPCW
635
TD Private Client Wealth
New York
$205K -$26.2K -330 -12%
PGFC
636
Peapack-Gladstone Financial Corp
New Jersey
$203K -$11.7K -147 -6%
AFT
637
Alpha Family Trust
California
$202K +$191K +2,410 New
PFA
638
Pure Financial Advisors
California
$202K +$191K +2,404 New
GP
639
Girard Partners
Pennsylvania
$201K +$190K +2,398 New
MCC
640
Money Concepts Capital
Florida
$198K +$147K +1,848 +360%
SIM
641
Sentry Investment Management
Wisconsin
$193K +$11.7K +148 +7%
SC
642
Steph & Co
Wisconsin
$187K +$714 +9 +0.4%
AF
643
Advisornet Financial
Minnesota
$186K +$634 +8 +0.4%
MA
644
Montag & Associates
Georgia
$184K
ASN
645
Advisory Services Network
Georgia
$182K +$172K +2,171 New
PI
646
PEAK6 Investments
Illinois
$173K -$187K -2,352 -53%
Federated Hermes
647
Federated Hermes
Pennsylvania
$168K +$69.2K +873 +77%
TF
648
Tompkins Financial
New York
$168K -$35.8K -452 -18%
PTC
649
Private Trust Company
Ohio
$168K -$9.36K -118 -6%
OBWP
650
O'Brien Wealth Partners
Massachusetts
$167K -$793 -10 -0.5%

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.