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Eversource Energy

852 hedge funds and large institutions have $23B invested in Eversource Energy in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 348 increasing their positions, 247 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $4.5M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

41% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 247

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

0.71% more ownership

Funds ownership: 78.21%78.92% (+0.71%)

0% more funds holding

Funds holding: 849852 (+3)

3% less capital invested

Capital invested by funds: $23.6B → $23B (-$596M)

Holders
852
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
77
Increased
348
Reduced
247
Closed
62
Calls
$15.7M
Puts
$4.5M
Net Calls
+$11.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
651
Advisory Services Network
Georgia
$195K +$11.5K +129 +6%
HR
652
Howe & Rusling
New York
$190K -$622 -7 -0.3%
GRP
653
Global Retirement Partners
California
$189K +$1.51K +17 +0.8%
MA
654
Montag & Associates
Georgia
$186K
AF
655
Advisornet Financial
Minnesota
$183K +$2.13K +24 +1%
SIM
656
Sentry Investment Management
Wisconsin
$182K -$37.3K -420 -16%
SC
657
Steph & Co
Wisconsin
$182K +$25.5K +287 +15%
PTC
658
Private Trust Company
Ohio
$180K +$189K +2,131 New
MAM
659
Meeder Asset Management
Ohio
$175K +$977 +11 +0.5%
COCM
660
Charter Oak Capital Management
New Hampshire
$175K +$15.9K +179 +9%
GI
661
Gradient Investments
Minnesota
$171K +$71.1K +800 +65%
BCWM
662
Bartlett & Co Wealth Management
Ohio
$169K -$1.96K -22 -1%
BC
663
Bartlett & Co
Ohio
$169K -$1.96K -22 -1%
TF
664
Tompkins Financial
New York
$169K
OBWP
665
O'Brien Wealth Partners
Massachusetts
$169K +$1.96K +22 +1%
SOAMC
666
Spirit of America Management Corp
New York
$165K
RE
667
RBC Europe
United Kingdom
$162K
EWM
668
Endurance Wealth Management
Rhode Island
$160K
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$155K
AWM
670
Accel Wealth Management
Iowa
$155K +$800 +9 +0.5%
RCM
671
Raleigh Capital Management
North Carolina
$154K +$19.6K +221 +14%
OC
672
Oakworth Capital
Alabama
$151K -$10.9K -123 -6%
WTA
673
Washington Trust Advisors
Massachusetts
$143K -$141K -1,589 -48%
BWM
674
BerganKDV Wealth Management
Minnesota
$136K
Acadian Asset Management
675
Acadian Asset Management
Massachusetts
$132K

ES Hedge Fund Activity: Q2 2022 in Review

852 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2022, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ES positions and 62 closed out — a net gain of 15 holders — while 348 added to existing stakes and 247 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $114M. The largest seller was Deutsche Bank, cutting an estimated $119M.

  • 852 institutional investors held Eversource Energy (ES) as of Q2 2022, up from 849 in Q1 2022.
  • Funds reported $23B of Eversource Energy stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 77 funds opened new Eversource Energy positions in Q2 2022 and 62 closed out, a net change of +15 holders.
  • The largest Eversource Energy buyer in Q2 2022 was Morgan Stanley, an estimated $114M added.
  • The largest Eversource Energy seller in Q2 2022 was Deutsche Bank, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2022.