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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
NSIM
776
North Star Investment Management
Illinois
$13K
LIS
777
Legacy Investment Solutions
Idaho
$12.8K +$13.6K +211 New
LWMI
778
Legacy Wealth Management (Idaho)
Idaho
$12.8K +$13.6K +211 New
CSB
779
City State Bank
Iowa
$12.7K
GWP
780
Gen-Wealth Partners
Michigan
$12.5K -$6.2K -96 -33%
RTL
781
Red Tortoise LLC
Georgia
$12.3K
GIA
782
GHP Investment Advisors
Colorado
$12.1K +$11.5K +178 New
KC
783
Kepos Capital
New York
$12K +$11.8K +183 New
PA
784
Pineridge Advisors
Missouri
$11K
AWM
785
Avior Wealth Management
Nebraska
$10.2K +$1.49K +23 +18%
PP
786
Pingora Partners
Wyoming
$9.53K -$4.2K -65 -32%
BIA
787
Bell Investment Advisors
California
$9.46K -$582 -9 -6%
APC
788
Aspire Private Capital
North Carolina
$9.19K +$65 +1 +0.7%
WIM
789
Westside Investment Management
California
$9.12K
CWP
790
Concord Wealth Partners
Virginia
$8.98K +$65 +1 +0.8%
HFM
791
Hartford Financial Management
Connecticut
$8.85K
RF
792
Robbins Farley
New Hampshire
$8.51K
JWA
793
JFS Wealth Advisors
Pennsylvania
$8.23K +$2.97K +46 +61%
CWM
794
Compass Wealth Management
Connecticut
$8.1K
LI
795
LRI Investments
Florida
$8.05K -$3.17K -49 -27%
MSFP
796
Mark Sheptoff Financial Planning
Connecticut
$8.03K
OA
797
Operose Advisors
Wisconsin
$8.03K
SC
798
Swan Capital
Florida
$7.96K
NRG
799
Nemes Rush Group
Michigan
$7.83K
HIA
800
Harbor Investment Advisory
Maryland
$7.83K -$194 -3 -3%

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.