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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
KTC
676
Kistler-Tiffany Companies
Pennsylvania
$131K +$800 +9 +0.6%
WTC
677
WhitTier Trust Company
Nevada
$130K +$19.5K +220 +17%
DMBA
678
Deseret Mutual Benefit Administrators
Utah
$129K
WBC
679
West Branch Capital
Massachusetts
$129K
FMII
680
Farmers & Merchants Investments Inc
Nebraska
$125K
AA
681
AlphaMark Advisors
Kentucky
$116K
Jones Financial Companies
682
Jones Financial Companies
Missouri
$114K -$44.6K -502 -27%
TFGT
683
TS Financial Group (TSFG)
Illinois
$113K +$888 +10 +0.8%
VVP
684
Venture Visionary Partners
Ohio
$112K +$118K +1,330 New
CF
685
Centaurus Financial
California
$112K -$4.97K -56 -4%
GA
686
GoalVest Advisory
New York
$111K -$533 -6 -0.5%
WB
687
Webster Bank
Connecticut
$110K
LS
688
Leelyn Smith
Illinois
$109K
SWM
689
Selective Wealth Management
Virginia
$105K
ZIG
690
Zullo Investment Group
Pennsylvania
$105K
CSPIA
691
Cary Street Partners Investment Advisory
Virginia
$105K +$111K +1,248 New
CI
692
CX Institutional
Indiana
$96K +$101K +1,140 New
LC
693
Lindbrook Capital
California
$95K +$3.73K +42 +4%
SBL
694
Sargent Bickham Lagudis
Colorado
$93K -$5.33K -60 -5%
FCT
695
First Community Trust
Iowa
$93K
DCM
696
Dupont Capital Management
Delaware
$91K -$282K -3,179 -75%
MCM
697
Manchester Capital Management
Vermont
$91K +$78.5K +883 +455%
EL
698
EMFO LLC
Florida
$89K
SC
699
Sawyer & Company
Massachusetts
$87K
APP
700
Alpha Paradigm Partners
Illinois
$84K +$88K +991 New

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.