We are live on ! Find out more
ES icon

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
SWA
801
Sutton Wealth Advisors
Florida
$7.86K +$1.33K +15 +19%
UCB
802
United Community Bank
South Carolina
$7.6K
PMFA
803
Plante Moran Financial Advisors
Michigan
$7K +$6.22K +70 +500%
SC
804
Solstein Capital
California
$6K
SA
805
SRH Advisors
Kansas
$6K
CA
806
Crewe Advisors
Utah
$6K +$6.4K +72 New
EBA
807
Eagle Bay Advisors
New York
$5.66K +$5.95K +67 New
HNWAG
808
High Net Worth Advisory Group
Florida
$5K -$5.24K -59 -51%
PG
809
Proffitt & Goodson
Tennessee
$5K
UIA
810
Ulland Investment Advisors
Minnesota
$5K
BIA
811
Bell Investment Advisors
California
$5K +$5.24K +59 New
CI Investments Inc
812
CI Investments Inc
Ontario, Canada
$4K
IAMOG
813
Investors Asset Management of Georgia
Georgia
$4K +$4.18K +47 New
MBFW
814
Morton Brown Family Wealth
Pennsylvania
$4K +$4.18K +47 New
BTI
815
Blue Trust Inc
Georgia
$4K +$4.35K +49 New
AA
816
Ancora Advisors
Ohio
$3K -$12.1K -136 -81%
EW
817
Evoke Wealth
California
$3K -$444 -5 -11%
WAS
818
Winch Advisory Services
Wisconsin
$3K -$89 -1 -3%
CWC
819
Carolinas Wealth Consulting
North Carolina
$3K
ME
820
McIlrath & Eck
Washington
$3K
NFSG
821
Newbridge Financial Services Group
Florida
$3K
SC
822
Sierra Capital
Florida
$3K
TJHA
823
Thomas J. Herzfeld Advisors
Florida
$3K
VWM
824
Valley Wealth Managers
New Jersey
$3K +$3.2K +36 New
CP
825
Castleview Partners
Texas
$2.9K -$4.35K -49 -60%

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.