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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
CIAS
876
Capital Investment Advisory Services
North Carolina
-$231K -2,619 Closed
JWM
877
JGP Wealth Management
Oregon
-$234K -2,527 Closed
IP
878
Investment Partners
Ohio
-$217K -2,463 Closed
Capstone Investment Advisors
879
Capstone Investment Advisors
New York
-$208K -2,360 Closed
MG
880
Mather Group
Illinois
-$208K -2,353 Closed
PFM
881
Peak Financial Management
Massachusetts
-$207K -2,342 Closed
LGA
882
Lebenthal Global Advisors
New York
-$204K -2,320 Closed
EP
883
Edgestream Partners
New Jersey
-$202K -2,295 Closed
OCG
884
Opus Capital Group
Ohio
-$202K -2,293 Closed
RPCONE
885
Retirement Planning Company of New England
Rhode Island
-$201K -2,283 Closed
IAG
886
Investment Advisory Group
Massachusetts
-$200K -2,282 Closed
SWA
887
Sightline Wealth Advisors
Connecticut
-$201K -2,276 Closed
TFA
888
Triad Financial Advisors
North Carolina
-$201K -2,276 Closed
LFAS
889
Level Four Advisory Services
Texas
-$200K -2,273 Closed
ABC
890
Associated Banc-Corp
Wisconsin
-$200K -2,269 Closed
SPWM
891
Spartan Planning & Wealth Management
North Carolina
-$189K -2,145 Closed
SLWA
892
San Luis Wealth Advisors
California
-$147K -1,620 Closed
TCA
893
Tortoise Capital Advisors
Kansas
-$136K -1,543 Closed
SCA
894
Sandy Cove Advisors
Massachusetts
-$78K -886 Closed
SP
895
SWS Partners
Ohio
-$71K -800 Closed
LAS
896
Lloyd Advisory Services
Georgia
-$49K -557 Closed
TCM
897
Tradewinds Capital Management
Washington
-$42K -479 Closed
T
898
TCWP
Ohio
-$34K -390 Closed
PAG
899
Paladin Advisory Group
Iowa
-$29.7K -334 Closed
TFO
900
Tarbox Family Office
California
-$28K -321 Closed

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.