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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
AW
751
ACG Wealth
Georgia
$36K +$38.3K +431 New
CCM
752
Covington Capital Management
California
$35K
Credit Agricole
753
Credit Agricole
France
$35K
ZB
754
Zions Bancorporation
Utah
$34K -$7.64K -86 -18%
PFBT
755
Parkside Financial Bank & Trust
Missouri
$33K +$89 +1 +0.3%
HS
756
Horan Securities
United States
$31K
RTC
757
Riverview Trust Company
Washington
$31K
BBHC
758
Brown Brothers Harriman & Co
New York
$31K +$1.24K +14 +4%
GIA
759
Goodwin Investment Advisory
Georgia
$29.9K
MA
760
MCF Advisors
Kentucky
$29K
HDIM
761
Hanson & Doremus Investment Management
Vermont
$28K
EI
762
Ellevest Inc
New York
$26K -$6.75K -76 -20%
TWA
763
TCI Wealth Advisors
Arizona
$26K -$4.71K -53 -15%
CTB
764
Country Trust Bank
Illinois
$26K
CIA
765
Cascade Investment Advisors
Oregon
$25.3K
CCM
766
Cribstone Capital Management
Maine
$25K -$17.8K -200 -40%
MSFP
767
Mark Sheptoff Financial Planning
Connecticut
$24K
SIC
768
Salem Investment Counselors
North Carolina
$24K
BWP
769
Baldwin Wealth Partners
Massachusetts
$23K
GLLW
770
Graves Light Lenhart Wealth
Virginia
$23K
LJHT
771
Laurie J. Hall Trustee
$23K
GG
772
Gleason Group
Kentucky
$22K +$178 +2 +0.8%
C
773
Covestor
United Kingdom
$22K +$1.07K +12 +5%
JWA
774
JFS Wealth Advisors
Pennsylvania
$22K +$4.44K +50 +23%
FBC
775
Fairfield, Bush & Co
Connecticut
$22K +$23.6K +266 New

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.