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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
VCM
751
Versant Capital Management
Arizona
$18.4K +$969 +15 +6%
BGAI
752
Bruce G. Allen Investments
Colorado
$18.2K
LJHT
753
Laurie J. Hall Trustee
$18K
FCAS
754
First Command Advisory Services
Texas
$17.8K
CCA
755
Catalyst Capital Advisors
New York
$17.8K +$16.9K +261 New
ZB
756
Zions Bancorporation
Utah
$17.6K -$5.88K -91 -26%
AssetMark Inc
757
AssetMark Inc
California
$17.4K +$388 +6 +2%
C
758
Covestor
United Kingdom
$17K -$65 -1 -0.4%
AIM
759
Anchor Investment Management
South Carolina
$16.7K -$1.23K -19 -7%
LSA
760
Leonteq Securities AG
Switzerland
$16.5K +$15.7K +243 New
GKIM
761
GW&K Investment Management
Massachusetts
$16K -$582 -9 -4%
CA
762
CoreCap Advisors
Michigan
$15.4K -$3.55K -55 -20%
SIC
763
SJS Investment Consulting
Ohio
$15.4K +$3.3K +51 +29%
FPFS
764
First Personal Financial Services
North Carolina
$15.3K
WT
765
Washington Trust
Rhode Island
$15.3K
JIP
766
Jaffetilchin Investment Partners
Florida
$15.2K +$14.4K +223 New
AWM
767
Atticus Wealth Management
Florida
$15K -$452 -7 -3%
PWMG
768
Private Wealth Management Group
New Jersey
$14.6K +$129 +2 +0.9%
FP
769
Financial Perspectives
Minnesota
$14.3K
CCA
770
Criterion Capital Advisors
Tennessee
$14.1K
IRC
771
Investors Research Corp
Georgia
$13.5K
AAP
772
Arax Advisory Partners
Colorado
$13.5K +$582 +9 +5%
CAS
773
Coppell Advisory Solutions
Texas
$13.4K
CP
774
Castleview Partners
Texas
$13.3K
VNA
775
Valley National Advisers
Pennsylvania
$13K -$10.7K -165 -46%

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.