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Eversource Energy

872 hedge funds and large institutions have $23.8B invested in Eversource Energy in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 339 increasing their positions, 267 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 52

67% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $7.29M

27% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 267

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $21.2B → $23.8B (+$2.55B)

5% more funds holding

Funds holding: 831872 (+41)

0.43% more ownership

Funds ownership: 79.07%79.51% (+0.43%)

Holders
872
Holders Change
+41
Holders Change %
+4.93%
% of All Funds
14.02%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
111
Increased
339
Reduced
267
Closed
52
Calls
$12.2M
Puts
$7.29M
Net Calls
+$4.89M
Net Calls Change
-$687K
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
751
Hanson & Doremus Investment Management
Vermont
$27K
RFA
752
Resurgent Financial Advisors
Georgia
$27K +$25.5K +322 New
HCP
753
Hexagon Capital Partners
Arkansas
$26.2K -$4.28K -54 -15%
CTB
754
Country Trust Bank
Illinois
$25.8K
PFG
755
Piershale Financial Group
Illinois
$25.7K +$24.3K +306 New
CTA
756
Colonial Trust Advisors
South Carolina
$25.3K +$24K +302 New
CCM
757
Cribstone Capital Management
Maine
$25.2K
DAM
758
Delta Asset Management
Tennessee
$25.2K +$23.8K +300 New
MWM
759
Mascoma Wealth Management
New Hampshire
$25.2K +$23.8K +300 New
LAM
760
Lakewood Asset Management
Illinois
$25K +$23.8K +300 New
LJHT
761
Laurie J. Hall Trustee
$23K
UB
762
UMB Bank
Missouri
$23K +$12K +151 +119%
FCB
763
First Command Bank
Texas
$22K
FCFS
764
First Command Financial Services
Texas
$22K
TWC
765
TD Waterhouse Canada
Ontario, Canada
$21.8K -$1.75K -22 -8%
GG
766
Gleason Group
Kentucky
$21.8K +$159 +2 +0.8%
CSB
767
City State Bank
Iowa
$21K
C
768
Covestor
United Kingdom
$21K +$634 +8 +3%
AIM
769
Anchor Investment Management
South Carolina
$20.6K
TWA
770
TCI Wealth Advisors
Arizona
$20K -$9.99K -126 -35%
FPFS
771
First Personal Financial Services
North Carolina
$18.9K
JWA
772
JFS Wealth Advisors
Pennsylvania
$18.6K -$1.75K -22 -9%
GM
773
GeoWealth Management
Illinois
$18K -$3.65K -46 -17%
EWA
774
EverSource Wealth Advisors
Alabama
$17.8K -$5.31K -67 -24%
FP
775
Financial Perspectives
Minnesota
$17.6K

ES Hedge Fund Activity: Q4 2022 in Review

872 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2022, worth a combined $23.8B — up 12% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ES positions and 52 closed out — a net gain of 59 holders — while 339 added to existing stakes and 267 trimmed.

The largest buyer was BlackRock, adding an estimated $101M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $99.6M.

  • 872 institutional investors held Eversource Energy (ES) as of Q4 2022, up from 831 in Q3 2022.
  • Funds reported $23.8B of Eversource Energy stock for Q4 2022, up 12% quarter-over-quarter.
  • 111 funds opened new Eversource Energy positions in Q4 2022 and 52 closed out, a net change of +59 holders.
  • The largest Eversource Energy buyer in Q4 2022 was BlackRock, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $99.6M sold.

Based on aggregated 13F filings for Q4 2022.