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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
CSB
776
City State Bank
Iowa
$21K
FMTCOCP
777
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
AIM
778
Anchor Investment Management
South Carolina
$20.8K
FPFS
779
First Personal Financial Services
North Carolina
$19K
GM
780
GeoWealth Management
Illinois
$18K +$3.64K +41 +22%
FP
781
Financial Perspectives
Minnesota
$17.7K
TWC
782
TD Waterhouse Canada
Ontario, Canada
$17.7K -$444 -5 -2%
RF
783
Robbins Farley
New Hampshire
$17K +$17.8K +200 New
Loomis, Sayles & Company
784
Loomis, Sayles & Company
Massachusetts
$16K -$1.78K -20 -10%
HFM
785
Hartford Financial Management
Connecticut
$16K
NSIM
786
North Star Investment Management
Illinois
$16K
VNA
787
Valley National Advisers
Pennsylvania
$16K
SC
788
Schubert & Co
Texas
$16K +$4.35K +49 +34%
EWA
789
EverSource Wealth Advisors
Alabama
$15K -$16.2K -182 -51%
CYG
790
Clean Yield Group
Vermont
$13K
RG
791
Retirement Group
California
$12K
CA
792
CoreCap Advisors
Michigan
$12K +$12.2K +137 New
SFG
793
Steward Financial Group
Texas
$12K +$13.4K +151 New
IRC
794
Investors Research Corp
Georgia
$11K
UB
795
UMB Bank
Missouri
$11K
NSB
796
Norway Savings Bank
Maine
$10K
RIM
797
Rockbridge Investment Management
New York
$9.12K
CCA
798
Column Capital Advisors
Indiana
$9K
PWMG
799
Prestige Wealth Management Group
New Jersey
$8K -$355 -4 -4%
HCP
800
Hexagon Capital Partners
Arkansas
$8K +$8.26K +93 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.