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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
WA
801
WPG Advisers
Maryland
$6.89K +$7.48K +120 New
CWM
802
Compass Wealth Management
Connecticut
$6.83K
MSFP
803
Mark Sheptoff Financial Planning
Connecticut
$6.78K
SC
804
Swan Capital
Florida
$6.72K
HIA
805
Harbor Investment Advisory
Maryland
$6.6K
PSFG
806
Park Square Financial Group
Georgia
$6.49K +$7.04K +113 New
GIA
807
GHP Investment Advisors
Colorado
$6.43K -$4.11K -66 -37%
CIAM
808
Caitong International Asset Management
Hong Kong
$6.43K +$6.98K +112 New
POIA
809
Pin Oak Investment Advisors
Texas
$6K
LC
810
Lavaca Capital
Texas
$5.74K +$6.23K +100 New
AWM
811
Abound Wealth Management
Tennessee
$5.57K -$374 -6 -6%
GBT
812
Grove Bank & Trust
Florida
$5.46K +$3.12K +50 +111%
DF
813
Dunhill Financial
United Kingdom
$5.44K +$1.18K +19 +25%
BIA
814
Bell Investment Advisors
California
$5.23K -$2.99K -48 -35%
SO
815
Sierra Ocean
California
$5.11K +$5.55K +89 New
NFSG
816
Newbridge Financial Services Group
Florida
$5.09K +$5.55K +89 New
AW
817
Avion Wealth
Texas
$5K +$312 +5 +5%
WTFG
818
Wood Tarver Financial Group
Idaho
$5K +$6.05K +97 New
JWA
819
JFS Wealth Advisors
Pennsylvania
$4.88K -$2.24K -36 -30%
HNW
820
High Note Wealth
Minnesota
$4.59K +$4.99K +80 New
TF
821
Tompkins Financial
New York
$4.31K
GWP
822
Gen-Wealth Partners
Michigan
$4.13K -$7.42K -119 -62%
LWA
823
Lowe Wealth Advisors
Maryland
$4.13K +$4.49K +72 New
SC
824
Solstein Capital
California
$3.96K
SIM
825
Synergy Investment Management
Florida
$3.9K +$4.24K +68 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.