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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
LFG
726
Larson Financial Group
Missouri
$38.5K +$22.6K +350 +162%
SIC
727
Salem Investment Counselors
North Carolina
$37.1K
RCM
728
Raleigh Capital Management
North Carolina
$36.7K -$1.36K -21 -4%
UB
729
UMB Bank
Missouri
$34.9K +$12.8K +198 +63%
BL
730
BFSG LLC
California
$34K
SC
731
Sawyer & Company
Massachusetts
$34K
IBOK
732
Independence Bank of Kentucky
Kentucky
$33K +$31.3K +485 New
WBC
733
West Branch Capital
Massachusetts
$32.6K +$65 +1 +0.2%
RA
734
Rise Advisors
New York
$32.4K +$323 +5 +1%
OC
735
Oakworth Capital
Alabama
$31.8K -$16.9K -262 -36%
ATS
736
Ashton Thomas Securities
New York
$31.7K +$30.1K +466 New
BIG
737
Brooklyn Investment Group
New York
$30.9K +$29.3K +454 New
PSB
738
Piscataqua Savings Bank
New Hampshire
$30.6K
CAM
739
Chesapeake Asset Management
New York
$27.2K -$19.4K -300 -43%
HI
740
Harbour Investments
Wisconsin
$26.2K +$3.55K +55 +17%
PAG
741
Paladin Advisory Group
Iowa
$22.7K
HDIM
742
Hanson & Doremus Investment Management
Vermont
$22K
TFIPS
743
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K
DAM
744
Delta Asset Management
Tennessee
$20.4K
HNB
745
Hilltop National Bank
Wyoming
$20.4K
BWL
746
Bogart Wealth LLC
Virginia
$19.9K
CTA
747
Colonial Trust Advisors
South Carolina
$19.9K
VWM
748
Venturi Wealth Management
Texas
$19.6K +$9.31K +144 +100%
GG
749
Gleason Group
Kentucky
$19.1K -$3.88K -60 -18%
QL
750
Quarry LP
New York
$18.4K -$190K -2,933 -92%

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.