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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
EI
176
Ethic Inc
New York
$6.2M +$656K +8,271 +13%
AWM
177
AE Wealth Management
Kansas
$6.15M +$1.12M +14,126 +24%
Creative Planning
178
Creative Planning
Kansas
$5.88M +$32.2K +406 +0.6%
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$5.85M +$402K +5,073 +8%
YCM
180
Yousif Capital Management
Michigan
$5.8M +$225K +2,831 +4%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$5.75M -$168K -2,114 -3%
AM
182
AGF Management
Ontario, Canada
$5.65M +$5.34M +67,390 New
MCM
183
Mattern Capital Management
Colorado
$5.55M +$166K +2,099 +3%
O
184
Ossiam
France
$5.53M -$419K -5,287 -7%
BMSSC
185
B. Metzler seel. Sohn & Co
Germany
$5.49M -$275K -3,470 -5%
X
186
Xponance
Pennsylvania
$5.43M +$642K +8,091 +14%
HAI
187
Hennessy Advisors Inc
California
$5.41M -$341K -4,300 -6%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$5.32M +$552K +6,959 +12%
S
189
Seeyond
France
$5.23M +$2.12M +26,717 +75%
AAM
190
Advisors Asset Management
Colorado
$5.21M +$73.5K +927 +2%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$5.2M +$69.1K +871 +1%
URS
192
Utah Retirement Systems
Utah
$5.12M -$47.6K -600 -1%
Vontobel Holding
193
Vontobel Holding
Switzerland
$5.04M +$957K +12,072 +25%
IG
194
ING Group
Netherlands
$4.97M +$390K +4,923 +9%
SAM
195
Storebrand Asset Management
Norway
$4.95M
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$4.9M -$470K -5,927 -9%
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$4.86M -$3.68M -46,409 -44%
Truist Financial
198
Truist Financial
North Carolina
$4.84M -$232K -2,924 -5%
KWM
199
Kingsview Wealth Management
Oregon
$4.8M -$19.1K -241 -0.4%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$4.75M -$6.11K -77 -0.1%

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.