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
MF
826
Magnetar Financial
Illinois
$2.69K +$2.82M +31,788 New
SWA
827
SOA Wealth Advisors
New York
$2K -$4.18K -47 -64%
FPS
828
Fieldpoint Private Securities
Connecticut
$2K -$1.33K -15 -43%
ANBT
829
American National Bank & Trust
Texas
$2K
ACM
830
AUA Capital Management
Pennsylvania
$2K
DWA
831
Delos Wealth Advisors
Texas
$2K
HBW
832
Hazlett, Burt & Watson
West Virginia
$2K
PP
833
Pacifica Partners
Canada
$2K
UFF
834
USA Financial Formulas
Michigan
$2K
DI
835
Disciplined Investments
Oklahoma
$2K +$533 +6 +29%
LFG
836
Larson Financial Group
Missouri
$2K +$1.78K +20 New
TFA
837
Toth Financial Advisory
Virginia
$1K -$89 -1 -6%
CFB
838
Cullen/Frost Bankers
Texas
$1K
FCA
839
FinTrust Capital Advisors
South Carolina
$1K
HIA
840
Harbor Investment Advisory
Maryland
$1K
MAM
841
Marquette Asset Management
Minnesota
$1K
TFA
842
Transamerica Financial Advisors
Florida
$1K +$89 +1 New
AAP
843
Arax Advisory Partners
Colorado
$1K +$977 +11 New
AW
844
Avion Wealth
Texas
$1K +$1.24K +14 New
FMP
845
Financial Management Professionals
Texas
$1K +$1.33K +15 New
CHA
846
Carmichael Hill & Associates
Maryland
$1K +$1.42K +16 New
BPC
847
Banque Pictet & Cie
Switzerland
$675 -$63.2K -711 -8%
FSWA
848
Financial Synergies Wealth Advisors
Texas
$423 +$444 +5 New
WA
849
WestEnd Advisors
North Carolina
$337 +$355 +4 New
WIM
850
Westside Investment Management
California
$11

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.