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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
BEI
726
Benjamin Edwards Inc
Missouri
$55K
HWA
727
Heritage Wealth Advisors
Virginia
$51K
ARMC
728
American Research & Management Company
Massachusetts
$50K
QC
729
Quent Capital
New York
$50K +$2.49K +28 +5%
HI
730
Harbour Investments
Wisconsin
$50K +$53K +597 New
TWM
731
Tradition Wealth Management
Minnesota
$48K
TIM
732
Tortoise Investment Management
New York
$46K
AS
733
Altshuler Shaham
Israel
$46K +$48.9K +550 New
FFA
734
Fairfield Financial Advisors
Massachusetts
$45.6K +$355 +4 +0.7%
MCC
735
Money Concepts Capital
Florida
$45K -$134K -1,512 -75%
CHC
736
City Holding Co
West Virginia
$45K
BWL
737
Bogart Wealth LLC
Virginia
$44K
CMP
738
Coston McIsaac & Partners
Maine
$44K +$46.4K +522 New
VCM
739
Versant Capital Management
Arizona
$42K -$888 -10 -2%
VCM
740
Vigilant Capital Management
Maine
$40K
MCM
741
MV Capital Management
Maryland
$40K +$178 +2 +0.4%
FCB
742
First Command Bank
Texas
$39K
FCFS
743
First Command Financial Services
Texas
$39K
PSB
744
Piscataqua Savings Bank
New Hampshire
$38K
WT
745
Washington Trust
Rhode Island
$38K
Bank of Montreal
746
Bank of Montreal
Ontario, Canada
$37.6K -$3.46M -38,890 -8%
AWM
747
AllSquare Wealth Management
New York
$37K
KFS
748
Kelly Financial Services
Massachusetts
$36.6K +$267 +3 +0.7%
AIP
749
Ahrens Investment Partners
Louisiana
$36K
AWM
750
Atticus Wealth Management
Florida
$36K +$17.8K +200 +88%

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.