We are live on ! Find out more
ES icon

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
AAP
851
Arax Advisory Partners
Colorado
$1.01K +$79 +1 +9%
TC
852
Truvestments Capital
Florida
$1.01K +$952 +12 New
AW
853
Avion Wealth
Texas
$1K
FMP
854
Financial Management Professionals
Texas
$1K
ST
855
Sageworth Trust
Pennsylvania
$1K +$714 +9 New
HGERS
856
Householder Group Estate & Retirement Specialist
Arizona
$1K +$952 +12 New
AWM
857
Activest Wealth Management
Florida
$922
FCA
858
FinTrust Capital Advisors
South Carolina
$922
AWM
859
Avior Wealth Management
Nebraska
$838
HWP
860
Highline Wealth Partners
California
$838
TCA
861
Trifecta Capital Advisors
Illinois
$838 +$793 +10 New
SWA
862
SOA Wealth Advisors
New York
$674 -$634 -8 -50%
WA
863
WestEnd Advisors
North Carolina
$671 +$238 +3 +60%
LF
864
Lee Financial
Texas
$587
TWD
865
True Wealth Design
Ohio
$419 +$397 +5 New
JWM
866
Janiczek Wealth Management
Colorado
$255
MPCL
867
My Personal CFO LLC
Washington
$252 +$238 +3 New
CMP
868
Coston McIsaac & Partners
Maine
$43 +$79 +1 +0.2%
WIM
869
Westside Investment Management
California
$11
FGAM
870
Financial Gravity Asset Management
Texas
$9 +$6.66K +84 New
Marshall Wace
871
Marshall Wace
United Kingdom
-$54.2M -695,707 Closed
Two Sigma Investments
872
Two Sigma Investments
New York
-$30.6M -392,970 Closed
YCM
873
Yaupon Capital Management
New York
-$8.94M -114,615 Closed
Qube Research & Technologies (QRT)
874
Qube Research & Technologies (QRT)
United Kingdom
-$7.27M -93,261 Closed
CIAS
875
CFS Investment Advisory Services
New Jersey
-$1K -76,479 Closed

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.