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Eversource Energy

849 hedge funds and large institutions have $23.6B invested in Eversource Energy in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 324 increasing their positions, 270 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $5.19M

92% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 53

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 270

5% more funds holding

Funds holding: 811849 (+38)

1.75% less ownership

Funds ownership: 79.96%78.21% (-1.7%)

5% less capital invested

Capital invested by funds: $24.9B → $23.6B (-$1.29B)

Holders
849
Holders Change
+38
Holders Change %
+4.69%
% of All Funds
13.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
102
Increased
324
Reduced
270
Closed
53
Calls
$13.4M
Puts
$5.19M
Net Calls
+$8.22M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.76B +$79.2M +925,807 +2%
BlackRock
2
BlackRock
New York
$3.21B -$274M -3,202,385 -8%
State Street
3
State Street
Massachusetts
$2.09B +$130M +1,517,624 +7%
MAM
4
Magellan Asset Management
Australia
$749M -$720M -8,416,143 -50%
Wells Fargo
5
Wells Fargo
California
$646M +$52.9M +618,981 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$602M +$25.9M +302,977 +5%
Charles Schwab
7
Charles Schwab
California
$562M +$13.6M +158,961 +3%
Deutsche Bank
8
Deutsche Bank
Germany
$528M -$4.79M -56,029 -0.9%
Legal & General Group
9
Legal & General Group
United Kingdom
$446M -$220K -2,577 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$387M +$32.9M +384,500 +10%
Northern Trust
11
Northern Trust
Illinois
$359M -$11.3M -132,385 -3%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$356M +$324M +3,785,686 +1,747%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$330M -$320M -3,744,536 -50%
UBS AM
14
UBS AM
Illinois
$297M +$50M +584,770 +21%
Ameriprise
15
Ameriprise
Minnesota
$262M -$524K -6,124 -0.2%
Public Sector Pension Investment Board (PSP Investments)
16
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$254M -$795K -9,290 -0.3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$244M -$2.29M -26,821 -1%
Invesco
18
Invesco
Georgia
$237M +$5.53M +64,674 +2%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$227M -$1.78M -20,824 -0.8%
ZP
20
Zimmer Partners
New York
$224M +$218M +2,544,000 New
Norges Bank
21
Norges Bank
Norway
$218M +$26.2M +306,608 +14%
American Century Companies
22
American Century Companies
Missouri
$214M -$22.7M -265,484 -10%
Bank of America
23
Bank of America
North Carolina
$209M -$12.9M -151,097 -6%
Franklin Resources
24
Franklin Resources
California
$207M -$520K -6,080 -0.3%
Marshall Wace
25
Marshall Wace
United Kingdom
$162M +$155M +1,808,126 +5,390%

ES Hedge Fund Activity: Q1 2022 in Review

849 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2022, worth a combined $23.6B — down 5.2% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ES positions and 53 closed out — a net gain of 49 holders — while 324 added to existing stakes and 270 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $324M. The largest seller was Magellan Asset Management, cutting an estimated $720M.

  • 849 institutional investors held Eversource Energy (ES) as of Q1 2022, up from 811 in Q4 2021.
  • Funds reported $23.6B of Eversource Energy stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 102 funds opened new Eversource Energy positions in Q1 2022 and 53 closed out, a net change of +49 holders.
  • The largest Eversource Energy buyer in Q1 2022 was Nordea Investment Management, an estimated $324M added.
  • The largest Eversource Energy seller in Q1 2022 was Magellan Asset Management, an estimated $720M sold.

Based on aggregated 13F filings for Q1 2022.