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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
AWM
801
Abound Wealth Management
Tennessee
$7.01K
W
802
WealthCollab
Washington
$6.8K
MA
803
MCF Advisors
Kentucky
$6.6K -$4.98K -77 -44%
AGWCA
804
Annis Gardner Whiting Capital Advisors
Florida
$6.13K
AW
805
Avion Wealth
Texas
$6K +$4.85K +75 +441%
CHC
806
City Holding Co
West Virginia
$5.51K
FFO
807
Fortitude Family Office
Arizona
$5.38K
MHR
808
Matthew Hamilton Rosenberg
$5.24K
DF
809
Dunhill Financial
United Kingdom
$5.19K +$2.58K +40 +111%
TF
810
Tompkins Financial
New York
$5.1K
POIA
811
Pin Oak Investment Advisors
Texas
$5K
HWM
812
Hemington Wealth Management
Virginia
$5K +$5.11K +79 New
CIAS
813
CBIZ Investment Advisory Services
Ohio
$4.76K +$4.52K +70 New
SC
814
Solstein Capital
California
$4.7K
ME
815
McIlrath & Eck
Washington
$4.63K +$646 +10 +17%
CFB
816
Cullen/Frost Bankers
Texas
$4.29K -$2.71K -42 -40%
KFP
817
Keener Financial Planning
Texas
$4K
TCA
818
Trifecta Capital Advisors
Illinois
$3.81K
BCMLT
819
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.65K
NIC
820
Northwest Investment Counselors
Oregon
$3.33K +$3.17K +49 New
CB
821
Centennial Bank
Arkansas
$3.2K
SS
822
Sunbelt Securities
Texas
$3.11K +$65 +1 +2%
GBT
823
Grove Bank & Trust
Florida
$3.06K +$2.91K +45 New
PWA
824
Provenance Wealth Advisors
Florida
$3.06K +$2.91K +45 New
CWC
825
Carolinas Wealth Consulting
North Carolina
$2.93K +$323 +5 +13%

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.