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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
AWM
676
Accurate Wealth Management
Florida
$105K +$96.8K +1,220 New
EDRH
677
Edmond de Rothschild Holding
Switzerland
$102K +$11.8K +149 +14%
LC
678
Lindbrook Capital
California
$101K +$2.7K +34 +3%
ONST
679
Old North State Trust
North Carolina
$101K -$1.75K -22 -2%
WTA
680
Washington Trust Advisors
Massachusetts
$100K
Dimensional Fund Advisors
681
Dimensional Fund Advisors
Texas
$99.5K -$433K -5,463 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
682
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$95.7K -$2.09M -26,340 -96%
CLOS
683
Compagnie Lombard Odier SCmA
Switzerland
$95K +$89.9K +1,133 New
GA
684
GoalVest Advisory
New York
$94K -$16.3K -206 -16%
FCT
685
First Community Trust
Iowa
$93K
MWM
686
MinichMacGregor Wealth Management
New York
$93K +$88K +1,109 New
SBL
687
Sargent Bickham Lagudis
Colorado
$92.6K
MCM
688
Manchester Capital Management
Vermont
$91.7K +$1.43K +18 +2%
EL
689
EMFO LLC
Florida
$87.9K
SC
690
Sawyer & Company
Massachusetts
$86K
AA
691
Alta Advisers
United Kingdom
$84K
APP
692
Alpha Paradigm Partners
Illinois
$83K
CI Investments Inc
693
CI Investments Inc
Ontario, Canada
$81K +$40.7K +513 +113%
Loomis, Sayles & Company
694
Loomis, Sayles & Company
Massachusetts
$80K +$21.5K +271 +40%
DCM
695
Dupont Capital Management
Delaware
$79.6K +$7.06K +89 +10%
LS
696
Livforsakringsbolaget Skandia
Sweden
$79.5K
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$79.4K -$37.1K -468 -33%
BLC
698
Brown, Lisle/Cummings
Rhode Island
$79.1K
FWM
699
Focused Wealth Management
New York
$79K
FFA
700
Farther Finance Advisors
California
$78.8K +$74.6K +940 New

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.