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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
WTA
676
Washington Trust Advisors
Massachusetts
$67.2K -$1.75K -28 -2%
ARMT
677
Amica Retiree Medical Trust
Rhode Island
$67K
WWA
678
Wingate Wealth Advisors
Massachusetts
$65.1K +$70.7K +1,134 New
FWM
679
FSA Wealth Management
Massachusetts
$63.5K
RIL
680
Rothschild Investment LLC
Illinois
$63.1K -$6.92K -111 -9%
MCM
681
Manchester Capital Management
Vermont
$62.4K -$1.68K -27 -2%
BBHC
682
Brown Brothers Harriman & Co
New York
$62.3K -$316K -5,062 -82%
FCT
683
First Community Trust
Iowa
$62K
GFL
684
Granite FO LLC
New Hampshire
$57.4K
FWA
685
Flagship Wealth Advisors
Massachusetts
$57K +$61.9K +993 New
Loomis, Sayles & Company
686
Loomis, Sayles & Company
Massachusetts
$57K +$61.9K +993 New
TIM
687
Tortoise Investment Management
New York
$56.9K
GA
688
GoalVest Advisory
New York
$56.3K
PCM
689
Penserra Capital Management
California
$54K +$57.8K +927 +3,090%
CBT
690
CoreFirst Bank & Trust
Kansas
$52.1K
JGIA
691
Jackson Grant Investment Advisers
Connecticut
$50.2K
AA
692
Addison Advisors
Vermont
$49.4K
BSB
693
Bangor Savings Bank
Maine
$49K +$15.5K +249 +41%
BHWM
694
Beaird Harris Wealth Management
Texas
$48.8K
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$48.8K
QL
696
Quarry LP
New York
$47.8K +$35K +562 +207%
GC
697
Gould Capital
Washington
$45.9K
CWM
698
Crowley Wealth Management
Delaware
$45.9K +$49.9K +800 New
GJIA
699
Glass Jacobson Investment Advisors
Maryland
$45.2K
DMBA
700
Deseret Mutual Benefit Administrators
Utah
$45.1K

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.