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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
951
Hartford Financial Management
Connecticut
-$8.85K -130 Closed
OA
952
Operose Advisors
Wisconsin
-$8.03K -118 Closed
CHC
953
City Holding Co
West Virginia
-$5.51K -81 Closed
MHR
954
Matthew Hamilton Rosenberg
-$5.24K -77 Closed
CIAS
955
CBIZ Investment Advisory Services
Ohio
-$4.76K -70 Closed
KFP
956
Keener Financial Planning
Texas
-$4K -62 Closed
CB
957
Centennial Bank
Arkansas
-$3.2K -47 Closed
CFG
958
Copley Financial Group
California
-$2.31K -34 Closed
BWP
959
Baldwin Wealth Partners
Massachusetts
-$1.84K -27 Closed
IHWM
960
Iron Horse Wealth Management
Iowa
-$1.7K -25 Closed
SL
961
Salomon & Ludwin
Virginia
-$1.09K -16 Closed
VAMG
962
Voisard Asset Management Group
Michigan
-$1.09K -16 Closed
RTC
963
Riverview Trust Company
Washington
-$1.02K -15 Closed
JFG
964
JDM Financial Group
Texas
-$953 -14 Closed
CAM
965
Creekmur Asset Management
Illinois
-$476 -7 Closed
FG
966
Fairman Group
Pennsylvania
-$476 -7 Closed
CA
967
Claris Advisors
Missouri
-$408 -6 Closed
WA
968
WestEnd Advisors
North Carolina
-$340 -5 Closed
MFG
969
Mendota Financial Group
Wisconsin
-$69 -1 Closed
WCM
970
Winthrop Capital Management
Indiana
+$374 +6 New

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.