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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
DAM
751
Delta Asset Management
Tennessee
$17.2K
HNB
752
Hilltop National Bank
Wyoming
$17.2K
CTA
753
Colonial Trust Advisors
South Carolina
$16.8K
ZB
754
Zions Bancorporation
Utah
$16.5K +$1.75K +28 +11%
GG
755
Gleason Group
Kentucky
$16.3K +$249 +4 +1%
LJHT
756
Laurie J. Hall Trustee
$16K
MSWA
757
Marshall & Sterling Wealth Advisors
New York
$15.3K +$16.6K +266 New
FCAS
758
First Command Advisory Services
Texas
$15K
C
759
Covestor
United Kingdom
$15K +$686 +11 +4%
BGAI
760
Bruce G. Allen Investments
Colorado
$15K -$436 -7 -3%
GSWM
761
Golden State Wealth Management
California
$14.3K +$15.5K +248 New
AIM
762
Anchor Investment Management
South Carolina
$14.1K
CCA
763
Criterion Capital Advisors
Tennessee
$14.1K
GKIM
764
GW&K Investment Management
Massachusetts
$14K +$1.43K +23 +10%
CCM
765
Chilton Capital Management
Texas
$13.7K +$14.1K +226 +1,738%
CFD
766
Creative Financial Designs
Indiana
$13.7K +$14.3K +230 +2,875%
BTD
767
BankPlus Trust Department
Mississippi
$13.3K +$14.5K +232 New
AWM
768
Atticus Wealth Management
Florida
$12.6K
SIC
769
SJS Investment Consulting
Ohio
$12.5K -$499 -8 -4%
MAS
770
MPWM Advisory Solutions
Georgia
$12.5K +$13.6K +218 New
FLP
771
Financial Life Planners
Arizona
$12.3K +$13.3K +214 New
FP
772
Financial Perspectives
Minnesota
$12.1K
TH
773
TCTC Holdings
Texas
$11.8K +$11.2K +179 +663%
ETS
774
ESL Trust Services
New York
$11.5K +$12.5K +200 New
IRC
775
Investors Research Corp
Georgia
$11.4K

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.