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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
CBT
701
CoreFirst Bank & Trust
Kansas
$76K
CAL
702
Capital Advisors Ltd
Ohio
$76K +$1.59K +20 +2%
FHA
703
First Horizon Advisors
Tennessee
$73.6K +$9.36K +118 +16%
JGIA
704
Jackson Grant Investment Advisers
Connecticut
$73.3K
CT
705
Caldwell Trust
Florida
$72.4K +$4.6K +58 +7%
BWP
706
Baldwin Wealth Partners
Massachusetts
$72K +$46.8K +590 +219%
TAM
707
Tucker Asset Management
Colorado
$69.1K
KFS
708
Kelly Financial Services
Massachusetts
$68.6K -$5.39K -68 -8%
MHR
709
Matthew Hamilton Rosenberg
$68K
GC
710
Gould Capital
Washington
$67.1K
GJIA
711
Glass Jacobson Investment Advisors
Maryland
$66.8K +$63.2K +797 New
VC
712
Vestor Capital
Illinois
$64K +$1.03K +13 +2%
N
713
Natixis
France
$63.9K -$4.75M -59,904 -99%
PCTC
714
Perkins Coie Trust Company
Washington
$61.5K
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.8K
FIM
716
FWL Investment Management
Texas
$60.4K +$57.1K +720 New
BSB
717
Bangor Savings Bank
Maine
$60K
PFA
718
Pathway Financial Advisers
Indiana
$59.7K +$56.5K +712 New
PA
719
PSI Advisors
Florida
$59.4K
BHWM
720
Bay Harbor Wealth Management
Maryland
$59K -$159 -2 -0.3%
AA
721
Addison Advisors
Vermont
$58.2K -$872 -11 -2%
PPWM
722
PFG Private Wealth Management
Florida
$58K
TIM
723
Tortoise Investment Management
New York
$57.4K
DMBA
724
Deseret Mutual Benefit Administrators
Utah
$57K -$45.1K -569 -46%
ZB
725
Zions Bancorporation
Utah
$54.7K +$22.3K +281 +76%

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.