We are live on ! Find out more
ES icon

Eversource Energy
ES

853 hedge funds and large institutions have $19.9B invested in Eversource Energy in 2023 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 303 increasing their positions, 293 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $6.48M

3% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 293

4% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 92

1% less funds holding

Funds holding: 863 → 853 (-10)

4.13% less ownership

Funds ownership: 84.48% → 80.36% (-4.1%)

9% less capital invested

Capital invested by funds: $21.9B → $19.9B (-$2B)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
853
Holders Change
-10
Holders Change %
-1.16%
% of All Funds
13.39%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
88
Increased
303
Reduced
293
Closed
92
Calls
$10.6M
Puts
$6.48M
Net Calls
+$4.1M
Net Calls Change
-$4.26M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
Man Group
Man Group
United Kingdom
+$90.4M
3
Macquarie Group
Macquarie Group
Australia
+$62.9M
4
American Century Companies
American Century Companies
Missouri
+$59.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$58.8M

Top Sellers

Rank Fund Capital Flow
1
OIAM
OFI Invest Asset Management
France
-$1.36B
2
BC
Brookfield Corp
Ontario, Canada
-$155M
3
ZP
Zimmer Partners
New York
-$117M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$75.5M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$54.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
801
Impact Partnership Wealth
Georgia
$4.18K +$4.39K +59 New
CWC
802
Carolinas Wealth Consulting
North Carolina
$4.06K – – –
FCAG
803
First Capital Advisors Group
New Jersey
$3.97K +$4.17K +56 New
TJHA
804
Thomas J. Herzfeld Advisors
Florida
$3.69K – – –
AAP
805
Arax Advisory Partners
Colorado
$3.69K +$2.98K +40 +333%
CB
806
Centennial Bank
Arkansas
$3.33K – – –
OPTFSNA
807
Old Point Trust & Financial Services N A
Virginia
$3.33K +$3.5K +47 New
SS
808
Sunbelt Securities
Texas
$3.14K – – –
BAAM
809
Baker Avenue Asset Management
California
$3.05K -$894 -12 -22%
VWM
810
Venturi Wealth Management
Texas
$3.05K – – –
WAS
811
Winch Advisory Services
Wisconsin
$3K +$74 +1 +3%
CA
812
Clearstead Advisors
Ohio
$2.84K – – –
CCM
813
Chilton Capital Management
Texas
$2.55K +$2.68K +36 New
ME
814
McIlrath & Eck
Washington
$2.55K – – –
TC
815
Truvestments Capital
Florida
$2.55K +$2.68K +36 New
RI
816
Ridgewood Investments
New Jersey
$2.41K – – –
CSC
817
Caldwell Sutter Capital
California
$2.41K +$2.53K +34 New
CPG
818
Cornerstone Planning Group
New Jersey
$2.41K +$2.53K +34 New
AA
819
Ancora Advisors
Ohio
$2.2K – – –
KFI
820
Key Financial Inc
Pennsylvania
$2.13K – – –
WWM
821
Wolff Wiese Magana
California
$2.13K +$1.49K +20 +200%
MCM
822
Magnolia Capital Management
New York
$2K – – –
BG
823
Bollard Group
Massachusetts
$2K +$2.23K +30 New
MA
824
MCF Advisors
Kentucky
$1.99K – – –
PG
825
Proffitt & Goodson
Tennessee
$1.92K – – –
31 32
33
34 35

ES Hedge Fund Activity: Q2 2023 in Review

853 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2023, worth a combined $19.9B — down 9.2% from $21.9B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of ES and 88 opened new positions — a net loss of 4 holders — while 293 trimmed existing stakes and 303 added.

The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was OFI Invest Asset Management, cutting an estimated $1.36B.

  • 853 institutional investors held Eversource Energy (ES) as of Q2 2023, down from 863 in Q1 2023.
  • Funds reported $19.9B of Eversource Energy stock for Q2 2023, down 9.2% quarter-over-quarter.
  • 88 funds opened new Eversource Energy positions in Q2 2023 and 92 closed out, a net change of -4 holders.
  • The largest Eversource Energy buyer in Q2 2023 was Fidelity Investments, an estimated $169M added.
  • The largest Eversource Energy seller in Q2 2023 was OFI Invest Asset Management, an estimated $1.36B sold.

Based on aggregated 13F filings for Q2 2023.