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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
ME
826
McIlrath & Eck
Washington
$3.02K
AA
827
Ancora Advisors
Ohio
$3K
DAC
828
Dividend Assets Capital
South Carolina
$3K
WAS
829
Winch Advisory Services
Wisconsin
$3K
GBT
830
Grove Bank & Trust
Florida
$3K +$2.38K +30 New
MCM
831
Magnolia Capital Management
New York
$3K +$2.38K +30 New
TC
832
Trust Company
Kansas
$3K +$2.78K +35 New
ACM
833
AUA Capital Management
Pennsylvania
$2.93K +$555 +7 +25%
CWC
834
Carolinas Wealth Consulting
North Carolina
$2.77K
TCM
835
Tradewinds Capital Management
Washington
$2.6K +$2.46K +31 New
TFA
836
Toth Financial Advisory
Virginia
$2.52K -$7.14K -90 -75%
MA
837
MCF Advisors
Kentucky
$2.35K -$22.6K -285 -91%
DWA
838
Delos Wealth Advisors
Texas
$2.35K
AF
839
Affiance Financial
Minnesota
$2.35K +$2.22K +28 New
KFI
840
Key Financial Inc
Pennsylvania
$2.34K
TCM
841
TD Capital Management
Tennessee
$2.1K
DI
842
Disciplined Investments
Oklahoma
$2.01K -$397 -5 -17%
SC
843
Sierra Capital
Florida
$2K
TFA
844
Transamerica Financial Advisors
Florida
$2K +$1.11K +14 +1,400%
SIC
845
SJS Investment Consulting
Ohio
$1.93K -$476 -6 -21%
AWM
846
Abound Wealth Management
Tennessee
$1.76K
PP
847
Pacifica Partners
Canada
$1.7K
LFG
848
Larson Financial Group
Missouri
$1.68K
ECM
849
Everence Capital Management
Indiana
$1.51K +$808K +10,190 +131%
PMFA
850
Plante Moran Financial Advisors
Michigan
$1.17K

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.