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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
BFEC
651
Benjamin F. Edwards & Company
Missouri
$167K -$67.6K -852 -30%
BC
652
Bartlett & Co
Ohio
$164K -$238 -3 -0.2%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$164K -$238 -3 -0.2%
EWM
654
Endurance Wealth Management
Rhode Island
$158K
AWM
655
Accel Wealth Management
Iowa
$157K +$714 +9 +0.5%
RCM
656
Raleigh Capital Management
North Carolina
$157K -$5.55K -70 -4%
GWM
657
Geneos Wealth Management
Colorado
$154K
WB
658
Webster Bank
Connecticut
$152K +$40.3K +508 +39%
OC
659
Oakworth Capital
Alabama
$150K -$79 -1 -0.1%
BTI
660
Blue Trust Inc
Georgia
$145K +$121K +1,529 +465%
SPWM
661
Spartan Planning & Wealth Management
North Carolina
$143K -$58.8K -742 -30%
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
$141K +$133K +1,682 New
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$139K +$132K +1,663 New
WTC
664
WhitTier Trust Company
Nevada
$134K +$476 +6 +0.4%
KTC
665
Kistler-Tiffany Companies
Pennsylvania
$131K +$634 +8 +0.5%
WBC
666
West Branch Capital
Massachusetts
$128K
BWM
667
BerganKDV Wealth Management
Minnesota
$127K -$7.93K -100 -6%
BBHC
668
Brown Brothers Harriman & Co
New York
$123K +$69.7K +879 +150%
AA
669
AlphaMark Advisors
Kentucky
$115K
TFGT
670
TS Financial Group (TSFG)
Illinois
$112K
CF
671
Centaurus Financial
California
$111K -$1.82K -23 -2%
Jones Financial Companies
672
Jones Financial Companies
Missouri
$106K +$4.92K +62 +5%
SWM
673
Sanctuary Wealth Management
Idaho
$106K +$100K +1,263 New
ZIG
674
Zullo Investment Group
Pennsylvania
$105K +$555 +7 +0.6%
QC
675
Quent Capital
New York
$105K +$47.7K +602 +93%

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.