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Eversource Energy
ES

818 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 322 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 104

8% more capital invested

Capital invested by funds: $16.3B → $17.5B (+$1.24B)

2% more funds holding

Funds holding: 803 → 818 (+15)

1.1% more ownership

Funds ownership: 80.21% → 81.32% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

22% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 322

22% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $46.2M

Holders
818
Holders Change
+15
Holders Change %
+1.87%
% of All Funds
11.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
131
Increased
251
Reduced
322
Closed
104
Calls
$35.9M
Puts
$46.2M
Net Calls
-$10.3M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$253M
2
Deutsche Bank
Deutsche Bank
Germany
+$114M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$110M
4
Goldman Sachs
Goldman Sachs
New York
+$74.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$54.2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$118M
2
Wells Fargo
Wells Fargo
California
-$78M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$53.9M
4
Invesco
Invesco
Georgia
-$48.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Solstein Capital
California
$4.26K – – –
GBT
777
Grove Bank & Trust
Florida
$3.83K – – –
TCA
778
Trifecta Capital Advisors
Illinois
$3.46K +$2.71K +47 +522%
CIR
779
Clear Investment Research
Georgia
$3.09K +$2.88K +50 New
CB
780
Centennial Bank
Arkansas
$2.9K – – –
SS
781
Sunbelt Securities
Texas
$2.76K – – –
WAS
782
Winch Advisory Services
Wisconsin
$2.5K +$58 +1 +3%
TCM
783
TD Capital Management
Tennessee
$2.42K +$807 +14 +56%
CCM
784
Chilton Capital Management
Texas
$2.22K – – –
RG
785
Retirement Group
California
$2.22K +$2.08K +36 New
MSG
786
Main Street Group
Virginia
$2.19K +$2.02K +35 New
CWC
787
Carolinas Wealth Consulting
North Carolina
$2.04K – – –
HBW
788
Hazlett, Burt & Watson
West Virginia
$2K – – –
AA
789
Ancora Advisors
Ohio
$1.91K -$10.8K -187 -86%
PCWA
790
Pacific Capital Wealth Advisors
California
$1.91K +$1.79K +31 New
WWM
791
Wolff Wiese Magana
California
$1.85K +$1.73K +30 New
TH
792
TCTC Holdings
Texas
$1.67K +$1.56K +27 New
CPG
793
Cornerstone Planning Group
New Jersey
$1.6K -$461 -8 -24%
PMFA
794
Plante Moran Financial Advisors
Michigan
$1.6K +$1.5K +26 New
IHWM
795
Iron Horse Wealth Management
Iowa
$1.54K – – –
DF
796
Dunhill Financial
United Kingdom
$1.49K +$1.38K +24 New
FF
797
Friedenthal Financial
New Jersey
$1.3K +$1.21K +21 New
DPW
798
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$1.15K +20 New
PP
799
Pacifica Partners
Canada
$1.2K – – –
AW
800
Avion Wealth
Texas
$1K -$2.54K -44 -83%
30 31
32
33 34

ES Hedge Fund Activity: Q4 2023 in Review

818 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2023, worth a combined $17.5B — up 7.6% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ES positions and 104 closed out — a net gain of 27 holders — while 251 added to existing stakes and 322 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $253M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 818 institutional investors held Eversource Energy (ES) as of Q4 2023, up from 803 in Q3 2023.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 131 funds opened new Eversource Energy positions in Q4 2023 and 104 closed out, a net change of +27 holders.
  • The largest Eversource Energy buyer in Q4 2023 was Morgan Stanley, an estimated $253M added.
  • The largest Eversource Energy seller in Q4 2023 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2023.