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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
Federated Hermes
651
Federated Hermes
Pennsylvania
$98.5K -$15.5K -249 -13%
CFO
652
CVA Family Office
Colorado
$97.6K -$2.31K -37 -2%
ST
653
Smithfield Trust
Pennsylvania
$96K
SC
654
SouthState Corp
Florida
$92.9K -$4.74K -76 -4%
WTC
655
WhitTier Trust Company
Nevada
$92.1K +$9.97K +160 +11%
HPC
656
HM Payson & Co
Maine
$90.3K -$3.37K -54 -3%
HCP
657
Hexagon Capital Partners
Arkansas
$88.7K +$19.4K +311 +25%
VFM
658
Vision Financial Markets
Connecticut
$86.5K +$93.9K +1,506 New
GWM
659
Geneos Wealth Management
Colorado
$86K -$5.98K -96 -6%
CFB
660
Cullen/Frost Bankers
Texas
$85.8K +$89.2K +1,431 +2,271%
CBT
661
Crews Bank & Trust
Florida
$85.1K +$92.4K +1,482 New
PA
662
PSI Advisors
Florida
$85.1K -$499 -8 -0.5%
OWP
663
ORG Wealth Partners
Texas
$82K -$2.81K -45 -3%
GM
664
GeoWealth Management
Illinois
$81.6K +$6.79K +109 +8%
SIM
665
Sentry Investment Management
Wisconsin
$81K -$14.3K -229 -14%
TPCW
666
TD Private Client Wealth
New York
$80.3K -$16.5K -265 -16%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$77K +$1.56K +25 +2%
TFGT
668
TS Financial Group (TSFG)
Illinois
$76K
FDCP
669
Foster Dykema Cabot & Partners
Massachusetts
$75.3K
AA
670
AlphaMark Advisors
Kentucky
$74K
RA
671
Ransom Advisory
Rhode Island
$72K
HIW
672
Holos Integrated Wealth
Pennsylvania
$71.7K +$77.8K +1,249 New
BCWM
673
Bartlett & Co Wealth Management
Ohio
$71.6K -$31.2K -500 -29%
CAL
674
Capital Advisors Ltd
Ohio
$69K -$2.18K -35 -3%
NRG
675
Nemes Rush Group
Michigan
$68.9K +$66.6K +1,069 +816%

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.