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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
VCM
776
Vigilant Capital Management
Maine
$17K -$32.3K -407 -67%
NSIM
777
North Star Investment Management
Illinois
$16.9K +$872 +11 +6%
CFB
778
Cullen/Frost Bankers
Texas
$16.9K +$4.76K +60 +43%
LS
779
Leelyn Smith
Illinois
$16.8K -$58.7K -740 -79%
HWA
780
Heritage Wealth Advisors
Virginia
$16.8K
RF
781
Robbins Farley
New Hampshire
$16.8K
IRC
782
Investors Research Corp
Georgia
$16.7K +$5.47K +69 +53%
FSWA
783
Financial Synergies Wealth Advisors
Texas
$16K +$14.8K +186 +3,720%
VNA
784
Valley National Advisers
Pennsylvania
$16K
SC
785
Schubert & Co
Texas
$13.5K -$3.65K -46 -22%
CAS
786
Coppell Advisory Solutions
Texas
$13.2K +$12.5K +158 New
CASC
787
Coppell Advisory Solutions Corp
Texas
$13.2K +$12.5K +158 New
SFG
788
Steward Financial Group
Texas
$13K +$12.6K +159 New
CYG
789
Clean Yield Group
Vermont
$13K
MYAM
790
Meiji Yasuda Asset Management
Japan
$12.8K +$4.17M +52,593 +52%
GFWA
791
Grey Fox Wealth Advisors
Delaware
$12.2K +$11.6K +146 New
GIA
792
Goodwin Investment Advisory
Georgia
$12K
BAAM
793
Baker Avenue Asset Management
California
$11.9K +$11.3K +142 New
CA
794
CoreCap Advisors
Michigan
$11.7K +$11K +139 New
BIA
795
Bell Investment Advisors
California
$11.2K +$6.34K +80 +148%
HFM
796
Hartford Financial Management
Connecticut
$10.9K
JSAM
797
J. Safra Asset Management
New York
$10K +$9.6K +121 New
CWM
798
Compass Wealth Management
Connecticut
$9.98K +$9.44K +119 New
MSFP
799
Mark Sheptoff Financial Planning
Connecticut
$9.89K
CA
800
Clearstead Advisors
Ohio
$9.89K +$5.79K +73 +162%

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.