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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
626
NBT Bank
New York
$149K
GIC
627
Generali Investments CEE
Czech Republic
$149K +$162K +2,600 New
OLVIG
628
Oliver Lagore Vanvalin Investment Group
Michigan
$144K +$156K +2,502 New
EWA
629
EverSource Wealth Advisors
Alabama
$137K +$43.8K +703 +42%
Walleye Capital
630
Walleye Capital
New York
$136K -$1.49M -23,868 -91%
LC
631
Lindbrook Capital
California
$135K +$21.3K +341 +17%
HT
632
Headlands Technologies
Illinois
$134K +$145K +2,326 New
BLC
633
Brown, Lisle/Cummings
Rhode Island
$133K
MWA
634
Medallion Wealth Advisors
Connecticut
$132K +$137K +2,197 New
MA
635
Montag & Associates
Georgia
$129K
FFA
636
Farther Finance Advisors
California
$129K -$46.8K -751 -25%
SAM
637
Smartleaf Asset Management
Massachusetts
$122K +$22.5K +361 +20%
RFS
638
Richardson Financial Services
Massachusetts
$121K -$13.4K -215 -9%
PS
639
Principal Securities
Iowa
$120K +$25.7K +412 +25%
YDMI
640
Y.D. More Investments
Israel
$119K +$8.91K +143 +7%
CF
641
Centaurus Financial
California
$118K
LSA
642
Leonteq Securities AG
Switzerland
$116K +$111K +1,785 +735%
PFBT
643
Parkside Financial Bank & Trust
Missouri
$114K +$2.24K +36 +2%
AF
644
Advisornet Financial
Minnesota
$110K -$5.11K -82 -4%
CI Investments Inc
645
CI Investments Inc
Ontario, Canada
$110K +$29.9K +480 +33%
QC
646
Quent Capital
New York
$108K +$30.4K +488 +35%
ETC
647
Exchange Traded Concepts
Oklahoma
$107K +$11K +176 +10%
CFFP
648
Center for Financial Planning
Michigan
$104K
SC
649
Steph & Co
Wisconsin
$102K -$44.3K -710 -29%
CAL
650
Capital Analysts LLC
Pennsylvania
$99K

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.