We are live on ! Find out more
ES icon

Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
726
MV Capital Management
Maryland
$32.2K -$13.7K -220 -28%
SIC
727
Salem Investment Counselors
North Carolina
$31.3K
AssetMark Inc
728
AssetMark Inc
California
$29.3K +$15.8K +254 +99%
KIM
729
Kestra Investment Management
Texas
$29K +$31.5K +505 New
SC
730
Sawyer & Company
Massachusetts
$29K
WB
731
Webster Bank
Connecticut
$28.7K -$31.7K -508 -50%
BL
732
BFSG LLC
California
$28.7K
CMP
733
Coston McIsaac & Partners
Maine
$28K
IBOK
734
Independence Bank of Kentucky
Kentucky
$27.9K
WBC
735
West Branch Capital
Massachusetts
$27.5K -$62 -1 -0.2%
OC
736
Oakworth Capital
Alabama
$26.8K
BWL
737
Bogart Wealth LLC
Virginia
$26.1K +$10K +161 +55%
MB
738
Mizuho Bank
Japan
$25.8K +$28K +450 New
PSB
739
Piscataqua Savings Bank
New Hampshire
$25.8K
WT
740
Washington Trust
Rhode Island
$24.4K +$12.5K +200 +89%
CAM
741
Chesapeake Asset Management
New York
$23K
RS
742
R Squared
Hong Kong
$22.4K +$24.3K +390 New
RA
743
Rise Advisors
New York
$22.1K -$5.61K -90 -19%
TAM
744
Tucker Asset Management
Colorado
$22.1K -$62.5K -1,003 -72%
HI
745
Harbour Investments
Wisconsin
$20K -$2.31K -37 -10%
PAG
746
Paladin Advisory Group
Iowa
$19.2K
HDIM
747
Hanson & Doremus Investment Management
Vermont
$19K
VWA
748
VSM Wealth Advisory
Maryland
$18.6K +$20.1K +323 New
TFIPS
749
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.4K
PWMG
750
Private Wealth Management Group
New Jersey
$17.6K +$5.67K +91 +42%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.