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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
TWM
626
Thrive Wealth Management
Pennsylvania
$207K +$197K +3,044 New
SSWM
627
Strait & Sound Wealth Management
California
$206K +$196K +3,027 New
FFA
628
Farther Finance Advisors
California
$204K +$7.95K +123 +4%
HJGA
629
Hardman Johnston Global Advisors
Connecticut
$204K +$194K +3,000 New
WC
630
Woodstock Corp
Massachusetts
$203K +$193K +2,986 New
MIC
631
Means Investment Company
Maine
$203K +$193K +2,982 New
MG
632
Mather Group
Illinois
$203K -$19.1K -295 -9%
CWM
633
Congress Wealth Management
Massachusetts
$201K +$191K +2,955 New
AC
634
Avestar Capital
New York
$201K +$191K +2,951 New
CA
635
Continuum Advisory
Idaho
$198K -$33K -511 -14%
VEA
636
Virtus ETF Advisers
New York
$192K -$15.8K -244 -8%
AFG
637
Albion Financial Group
Utah
$180K
NB
638
NBT Bank
New York
$177K +$168K +2,600 New
IAIM
639
International Assets Investment Management
Florida
$176K +$16.5M +254,567 New
NS
640
NBC Securities
Alabama
$174K
GRP
641
Global Retirement Partners
California
$172K -$25.1K -388 -13%
SC
642
Steph & Co
Wisconsin
$169K -$5.23K -81 -3%
BLC
643
Brown, Lisle/Cummings
Rhode Island
$158K
MA
644
Montag & Associates
Georgia
$153K +$3.23K +50 +2%
Walleye Trading
645
Walleye Trading
New York
$152K -$491K -7,592 -77%
CF
646
Centaurus Financial
California
$139K -$323 -5 -0.2%
LC
647
Lindbrook Capital
California
$136K -$16.3K -252 -11%
AF
648
Advisornet Financial
Minnesota
$136K +$8.21K +127 +7%
Federated Hermes
649
Federated Hermes
Pennsylvania
$134K +$127K +1,964 New
BTI
650
Blue Trust Inc
Georgia
$133K +$87.2K +1,349 +135%

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.