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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
CT
801
Colonial Trust
South Carolina
$9.89K +$9.36K +118 New
NSB
802
Norway Savings Bank
Maine
$9.81K
PWMG
803
Prestige Wealth Management Group
New Jersey
$9.81K +$3.81K +48 +70%
LFA
804
Legend Financial Advisors
Pennsylvania
$9.47K
CCA
805
Column Capital Advisors
Indiana
$9.31K
EE
806
EWG Elevate
California
$8.89K +$8.41K +106 New
UCB
807
United Community Bank
South Carolina
$7.55K
CA
808
Crewe Advisors
Utah
$7.46K -$1.59K -20 -18%
QL
809
Quarry LP
New York
$7.04K +$6.66K +84 New
POIA
810
Pin Oak Investment Advisors
Texas
$7K +$6.58K +83 New
RTL
811
Red Tortoise LLC
Georgia
$6.96K +$6.58K +83 New
TCWA
812
Ten Capital Wealth Advisors
Washington
$6.79K -$5.87K -74 -48%
CP
813
Castleview Partners
Texas
$6.79K
SA
814
SRH Advisors
Kansas
$6K
SC
815
Solstein Capital
California
$5.79K
EBA
816
Eagle Bay Advisors
New York
$5.7K +$79 +1 +1%
PG
817
Proffitt & Goodson
Tennessee
$5.45K
SCA
818
Stonebridge Capital Advisors
Minnesota
$5.03K
HNWAG
819
High Net Worth Advisory Group
Florida
$4.78K
CPG
820
Cornerstone Planning Group
New Jersey
$4.71K +$4.68K +59 New
FCA
821
Fortis Capital Advisors
Kansas
$4.61K +$4.36K +55 New
TJHA
822
Thomas J. Herzfeld Advisors
Florida
$4.36K +$952 +12 +30%
CFO
823
CVA Family Office
Colorado
$4.19K -$53.1K -670 -93%
CB
824
Centennial Bank
Arkansas
$3.94K +$3.73K +47 New
SWA
825
Sutton Wealth Advisors
Florida
$3.27K -$2.38K -30 -43%

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.