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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
CAS
776
Coppell Advisory Solutions
Texas
$11.4K
CP
777
Castleview Partners
Texas
$11.2K
VNA
778
Valley National Advisers
Pennsylvania
$11K
NSIM
779
North Star Investment Management
Illinois
$11K
MAM
780
Meeder Asset Management
Ohio
$10.8K +$11.7K +188 New
CSB
781
City State Bank
Iowa
$10.7K
BOJHT
782
Bank of Jackson Hole Trust
Wyoming
$10.7K +$11.7K +187 New
VCM
783
Versant Capital Management
Arizona
$10.5K -$5.49K -88 -33%
RTL
784
Red Tortoise LLC
Georgia
$10.4K
CT
785
Colonial Trust
South Carolina
$9.99K +$10.3K +166 +2,075%
PA
786
Pineridge Advisors
Missouri
$9.25K
MCA
787
Midwest Capital Advisors
Michigan
$8.9K +$9.66K +155 New
AWM
788
Avior Wealth Management
Nebraska
$8.84K +$249 +4 +3%
SAM
789
Synergy Asset Management
Washington
$8.81K +$8.04K +129 New
W
790
WealthCollab
Washington
$8.62K +$3.12K +50 +50%
AGWCA
791
Annis Gardner Whiting Capital Advisors
Florida
$8.56K +$3.68K +59 +66%
FDW
792
Fourth Dimension Wealth
Ohio
$8.15K
PP
793
Pingora Partners
Wyoming
$8.04K
WIM
794
Westside Investment Management
California
$7.7K
CWP
795
Concord Wealth Partners
Virginia
$7.65K +$62 +1 +0.8%
MA
796
MCF Advisors
Kentucky
$7.64K +$2.24K +36 +37%
LI
797
LRI Investments
Florida
$7.52K
PPA
798
Painted Porch Advisors
California
$7.29K +$7.92K +127 New
RF
799
Robbins Farley
New Hampshire
$7.18K
AG
800
AmeriFlex Group
Nevada
$6.92K +$7.48K +120 New

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.