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Eversource Energy
ES

818 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 322 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 104

8% more capital invested

Capital invested by funds: $16.3B → $17.5B (+$1.24B)

2% more funds holding

Funds holding: 803 → 818 (+15)

1.1% more ownership

Funds ownership: 80.21% → 81.32% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

22% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 322

22% less call options, than puts

Call options by funds: $35.9M | Put options by funds: $46.2M

Holders
818
Holders Change
+15
Holders Change %
+1.87%
% of All Funds
11.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
131
Increased
251
Reduced
322
Closed
104
Calls
$35.9M
Puts
$46.2M
Net Calls
-$10.3M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$253M
2
Deutsche Bank
Deutsche Bank
Germany
+$114M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$110M
4
Goldman Sachs
Goldman Sachs
New York
+$74.9M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$54.2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$118M
2
Wells Fargo
Wells Fargo
California
-$78M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$53.9M
4
Invesco
Invesco
Georgia
-$48.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$41.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
826
HRT Financial
New York
– -$4.96M -85,256 Closed
DIA
827
Dean Investment Associates
Ohio
– -$4.45M -76,477 Closed
D.E. Shaw & Co
828
D.E. Shaw & Co
New York
– -$4.1M -71,102 Closed
AIM
829
Aigen Investment Management
New York
– -$4.09M -70,256 Closed
YIH
830
Y-Intercept (HK)
Hong Kong
– -$3.81M -65,445 Closed
WAM
831
Weiss Asset Management
Massachusetts
– -$2.74M -47,083 Closed
ECM
832
Element Capital Management
New York
– -$2.27M -38,980 Closed
IMPI
833
Ilmarinen Mutual Pension Insurance
Finland
– -$2.23M -38,400 Closed
FC
834
FORA Capital
Florida
– -$2.01M -34,560 Closed
UH
835
Unigestion Holding
Switzerland
– -$1.94M -33,829 Closed
BCP
836
Blackhawk Capital Partners
Wisconsin
– -$1.88M -32,407 Closed
VI
837
Versor Investments
New York
– -$1.88M -32,373 Closed
VV
838
Verity & Verity
South Carolina
– -$1.8M -30,913 Closed
DA
839
Duality Advisers
Florida
– -$1.65M -28,458 Closed
SO
840
STRS Ohio
Ohio
– -$1.55M -26,647 Closed
QC
841
Quadrature Capital
United Kingdom
– -$1.47M -25,199 Closed
N
842
Numerai
California
– -$1.41M -24,227 Closed
JAM
843
Jupiter Asset Management
United Kingdom
– -$1.18M -20,315 Closed
FRM
844
Fox Run Management
Connecticut
– -$1.11M -19,118 Closed
DTL
845
Dynamic Technology Lab
Singapore
– -$782K -13,447 Closed
JFG
846
Jefferies Financial Group
New York
– -$757K -13,010 Closed
CCIA
847
Campbell & Co Investment Adviser
Maryland
– -$753K -12,944 Closed
CW
848
Connectus Wealth
Ohio
– -$734K -12,618 Closed
PRC
849
Pearl River Capital
Michigan
– -$707K -12,162 Closed
MAM
850
Martingale Asset Management
Massachusetts
– -$576K -9,910 Closed
32 33
34
35 36

ES Hedge Fund Activity: Q4 2023 in Review

818 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2023, worth a combined $17.5B — up 7.6% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ES positions and 104 closed out — a net gain of 27 holders — while 251 added to existing stakes and 322 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $253M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 818 institutional investors held Eversource Energy (ES) as of Q4 2023, up from 803 in Q3 2023.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 131 funds opened new Eversource Energy positions in Q4 2023 and 104 closed out, a net change of +27 holders.
  • The largest Eversource Energy buyer in Q4 2023 was Morgan Stanley, an estimated $253M added.
  • The largest Eversource Energy seller in Q4 2023 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2023.