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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
FWM
701
Focused Wealth Management
New York
$80K
TFS
702
TrustCore Financial Services
Tennessee
$80K
BLC
703
Brown, Lisle/Cummings
Rhode Island
$79.7K
MGIM
704
M&G Investment Management
United Kingdom
$77.3K +$19.6M +221,097 +32%
CBT
705
CoreFirst Bank & Trust
Kansas
$77K
AIL
706
AGF Investments LLC
Ontario, Canada
$74K -$863K -9,712 -92%
CAL
707
Capital Advisors Ltd
Ohio
$74K -$800 -9 -1%
JGIA
708
Jackson Grant Investment Advisers
Connecticut
$74K
GKIM
709
GW&K Investment Management
Massachusetts
$71K +$355 +4 +0.5%
NEAM
710
New England Asset Management
Connecticut
$69K +$72.6K +817 New
TAM
711
Tucker Asset Management
Colorado
$68.6K
GC
712
Gould Capital
Washington
$68K
FHA
713
First Horizon Advisors
Tennessee
$66K +$34K +383 +93%
MHR
714
Matthew Hamilton Rosenberg
$65K
PCTC
715
Perkins Coie Trust Company
Washington
$62K
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$62K +$89 +1 +0.1%
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K -$30.7K -345 -32%
SSG
718
Summit Securities Group
New York
$61K +$42.8K +482 +200%
PA
719
PSI Advisors
Florida
$60K
AA
720
Addison Advisors
Vermont
$60K +$2.84K +32 +5%
BSB
721
Bangor Savings Bank
Maine
$60K +$63.4K +714 New
BHWM
722
Bay Harbor Wealth Management
Maryland
$59K +$7.02K +79 +13%
PPWM
723
PFG Private Wealth Management
Florida
$58K
CT
724
Caldwell Trust
Florida
$56.5K
CFO
725
CVA Family Office
Colorado
$56K +$4K +45 +7%

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.