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Eversource Energy

866 hedge funds and large institutions have $20.2B invested in Eversource Energy in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 312 increasing their positions, 271 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $31M | Put options by funds: $14.8M

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $16.4B → $20.2B (+$3.81B)

15% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 271

6% more funds holding

Funds holding: 814866 (+52)

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
124
Increased
312
Reduced
271
Closed
66
Calls
$31M
Puts
$14.8M
Net Calls
+$16.2M
Net Calls Change
-$724K
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
701
CoreFirst Bank & Trust
Kansas
$61.7K +$58.6K +907 New
JGIA
702
Jackson Grant Investment Advisers
Connecticut
$59.5K
AA
703
Addison Advisors
Vermont
$58.5K
BHWM
704
Beaird Harris Wealth Management
Texas
$57.8K
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$57.8K
GC
706
Gould Capital
Washington
$54.4K
CA
707
Clearstead Advisors
Ohio
$54.1K +$10.3K +160 +25%
GJIA
708
Glass Jacobson Investment Advisors
Maryland
$53.6K
DMBA
709
Deseret Mutual Benefit Administrators
Utah
$53.4K +$6.27K +97 +14%
MCM
710
MV Capital Management
Maryland
$53.1K -$129 -2 -0.3%
TWD
711
True Wealth Design
Ohio
$52.7K +$49.6K +767 +10,957%
PCTC
712
Perkins Coie Trust Company
Washington
$49.9K
CPA
713
Capital Performance Advisors
California
$49.5K +$47K +727 New
SWM
714
Sanctuary Wealth Management
Idaho
$48.9K
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48.4K
MSWM
716
Mowery & Schoenfeld Wealth Management
Illinois
$48.2K
MWA
717
MFA Wealth Advisors
Pennsylvania
$48K +$45.6K +706 New
LFA
718
LGT Financial Advisors
Texas
$46.2K -$33.5K -519 -43%
HWA
719
Heritage Wealth Advisors
Virginia
$45.7K +$11.1K +172 +34%
Kayne Anderson Rudnick Investment Management
720
Kayne Anderson Rudnick Investment Management
California
$45.7K +$42.7K +661 +6,009%
BC
721
Broadwater Capital
Massachusetts
$42.2K
BSB
722
Bangor Savings Bank
Maine
$41.1K
CT
723
Caldwell Trust
Florida
$41K -$2K -31 -5%
DIP
724
DT Investment Partners
Pennsylvania
$39.3K
CH
725
Cromwell Holdings
Wyoming
$39.1K

ES Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2024, worth a combined $20.2B — up 23% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ES positions and 66 closed out — a net gain of 58 holders — while 312 added to existing stakes and 271 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $768M. The largest seller was Zimmer Partners, cutting an estimated $312M.

  • 866 institutional investors held Eversource Energy (ES) as of Q3 2024, up from 814 in Q2 2024.
  • Funds reported $20.2B of Eversource Energy stock for Q3 2024, up 23% quarter-over-quarter.
  • 124 funds opened new Eversource Energy positions in Q3 2024 and 66 closed out, a net change of +58 holders.
  • The largest Eversource Energy buyer in Q3 2024 was Wellington Management Group, an estimated $768M added.
  • The largest Eversource Energy seller in Q3 2024 was Zimmer Partners, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2024.