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Eversource Energy

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: 814866 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
901
Strategy Asset Managers
California
-$228K -3,217 Closed
DZ Bank
902
DZ Bank
Germany
-$180K -3,178 Closed
CC
903
Cultivar Capital
Texas
-$131K -2,310 Closed
ATPW
904
Ashton Thomas Private Wealth
Arizona
-$123K -2,170 Closed
WFS
905
Widmann Financial Services
Maryland
-$100K -1,770 Closed
OWA
906
Opal Wealth Advisors
New York
-$95.6K -1,686 Closed
FFA
907
First Foundation Advisors
California
-$86K -1,516 Closed
OP
908
ORG Partners
Indiana
-$83.3K -1,473 Closed
BONH
909
Bank of New Hampshire
New Hampshire
-$50.1K -884 Closed
SP
910
SWS Partners
Ohio
-$49.9K -879 Closed
EC
911
EntryPoint Capital
New York
-$40.9K -721 Closed
KFS
912
Kelly Financial Services
Massachusetts
-$27.8K -489 Closed
LIA
913
Lynx Investment Advisory
District of Columbia
-$25.4K -448 Closed
TFF
914
The Family Firm
Maryland
-$22.6K -399 Closed
LTI
915
Laffer Tengler Investments
Tennessee
-$14.3K -252 Closed
GGI
916
Godsey & Gibb Inc
Virginia
-$12.4K -219 Closed
RWMG
917
Redwood Wealth Management Group
New Jersey
-$7.66K -135 Closed
NFSG
918
Newbridge Financial Services Group
Florida
-$5.67K -100 Closed
KB
919
Kimelman & Baird
New York
-$5.56K -98 Closed
UWS
920
Unique Wealth Strategies
Illinois
-$4.96K -83 Closed
FIM
921
FWL Investment Management
Texas
-$4.42K -78 Closed
SA
922
SRH Advisors
Kansas
-$4.25K -75 Closed
FW
923
Fairway Wealth
Ohio
-$3.97K -70 Closed
EWP
924
Elevation Wealth Partners
California
-$3.63K -64 Closed
VWM
925
Valley Wealth Managers
New Jersey
-$2.27K -40 Closed

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.