Eversource Energy
818 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 322 reducing their positions, and 104 closing their positions.
26% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 104
8% more capital invested
Capital invested by funds: $16.3B → $17.5B (+$1.24B)
2% more funds holding
Funds holding: 803 → 818 (+15)
1.1% more ownership
Funds ownership: 80.21% → 81.32% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
22% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 322
22% less call options, than puts
Call options by funds: $35.9M | Put options by funds: $46.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$253M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$114M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$110M |
| 4 |
Goldman Sachs
New York
|
+$74.9M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$54.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$118M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$78M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$53.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$48.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$41.9M |
ES Hedge Fund Activity: Q4 2023 in Review
818 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2023, worth a combined $17.5B — up 7.6% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new ES positions and 104 closed out — a net gain of 27 holders — while 251 added to existing stakes and 322 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $253M. The largest seller was Wellington Management Group, cutting an estimated $118M.
- 818 institutional investors held Eversource Energy (ES) as of Q4 2023, up from 803 in Q3 2023.
- Funds reported $17.5B of Eversource Energy stock for Q4 2023, up 7.6% quarter-over-quarter.
- 131 funds opened new Eversource Energy positions in Q4 2023 and 104 closed out, a net change of +27 holders.
- The largest Eversource Energy buyer in Q4 2023 was Morgan Stanley, an estimated $253M added.
- The largest Eversource Energy seller in Q4 2023 was Wellington Management Group, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2023.