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Eversource Energy
ES

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: 814 → 866 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$768M
2
N
Nuveen
North Carolina
+$89.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$66.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$59.3M
5
ACG
Aventail Capital Group
New York
+$54.9M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$312M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$229M
3
BC
Brookfield Corp
Ontario, Canada
-$71M
4
Citadel Advisors
Citadel Advisors
Florida
-$46.8M
5
Millennium Management
Millennium Management
New York
-$44.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
826
Winch Advisory Services
Wisconsin
$2.85K +$65 +1 +2%
PP
827
Pacifica Partners
Canada
$2.72K – – –
RI
828
Ridgewood Investments
New Jersey
$2.31K – – –
CFG
829
Copley Financial Group
California
$2.31K +$2.2K +34 New
AA
830
Ancora Advisors
Ohio
$2.11K – – –
PCWA
831
Pacific Capital Wealth Advisors
California
$2.11K – – –
PCM
832
Penserra Capital Management
California
$2K – – –
DPW
833
DiNuzzo Private Wealth
Pennsylvania
$1.91K +$517 +8 +40%
BWP
834
Baldwin Wealth Partners
Massachusetts
$1.84K -$1.49K -23 -46%
TH
835
TCTC Holdings
Texas
$1.84K – – –
CPG
836
Cornerstone Planning Group
New Jersey
$1.74K +$388 +6 +29%
EBA
837
Eagle Bay Advisors
New York
$1.71K – – –
IHWM
838
Iron Horse Wealth Management
Iowa
$1.7K – – –
TCM
839
TD Capital Management
Tennessee
$1.7K – – –
KFI
840
Key Financial Inc
Pennsylvania
$1.63K +$711 +11 +85%
TFM
841
TFC Financial Management
Massachusetts
$1.5K +$194 +3 +16%
FF
842
Friedenthal Financial
New Jersey
$1.43K – – –
WWM
843
Wolff Wiese Magana
California
$1.36K – – –
HWP
844
Highline Wealth Partners
California
$1.23K +$517 +8 +80%
SL
845
Salomon & Ludwin
Virginia
$1.09K – – –
VAMG
846
Voisard Asset Management Group
Michigan
$1.09K +$1.03K +16 New
RTC
847
Riverview Trust Company
Washington
$1.02K +$969 +15 New
FMP
848
Financial Management Professionals
Texas
$1K +$711 +11 +138%
JFG
849
JDM Financial Group
Texas
$953 +$905 +14 New
CTB
850
Country Trust Bank
Illinois
$885 – – –
32 33
34
35 36

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.