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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
PFBT
651
Parkside Financial Bank & Trust
Missouri
$133K +$1.1K +17 +0.9%
RFS
652
Richardson Financial Services
Massachusetts
$132K
YDMI
653
Y.D. More Investments
Israel
$132K +$4.01K +62 +3%
CFFP
654
Center for Financial Planning
Michigan
$123K
SAM
655
Smartleaf Asset Management
Massachusetts
$120K +$71K +1,098 +162%
IA
656
IFP Advisors
Florida
$119K -$31.7K -491 -22%
BCWM
657
Bartlett & Co Wealth Management
Ohio
$119K
CFO
658
CVA Family Office
Colorado
$118K -$6.85K -106 -6%
CAL
659
Capital Analysts LLC
Pennsylvania
$117K
SC
660
SouthState Corp
Florida
$115K -$48.3K -748 -31%
PS
661
Principal Securities
Iowa
$114K +$47.2K +731 +77%
ETC
662
Exchange Traded Concepts
Oklahoma
$114K +$109K +1,679 New
EWA
663
EverSource Wealth Advisors
Alabama
$114K +$45.2K +699 +71%
ST
664
Smithfield Trust
Pennsylvania
$114K
TPCW
665
TD Private Client Wealth
New York
$113K +$4.59K +71 +4%
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$112K -$651K -10,067 -86%
SIM
667
Sentry Investment Management
Wisconsin
$111K +$106K +1,635 New
HPC
668
HM Payson & Co
Maine
$111K +$323 +5 +0.3%
GWM
669
Geneos Wealth Management
Colorado
$108K +$91.5K +1,416 +800%
PA
670
PSI Advisors
Florida
$101K
FAM
671
Flaharty Asset Management
Florida
$100K +$95.3K +1,475 New
OWP
672
ORG Wealth Partners
Texas
$100K +$95.2K +1,473 New
WTC
673
WhitTier Trust Company
Nevada
$98.2K -$8.98K -139 -9%
CI Investments Inc
674
CI Investments Inc
Ontario, Canada
$98K -$10.3K -160 -10%
QC
675
Quent Capital
New York
$94.8K -$1.36K -21 -1%

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.