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Eversource Energy

852 hedge funds and large institutions have $23B invested in Eversource Energy in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 348 increasing their positions, 247 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $4.5M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

41% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 247

24% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 62

0.71% more ownership

Funds ownership: 78.21%78.92% (+0.71%)

0% more funds holding

Funds holding: 849852 (+3)

3% less capital invested

Capital invested by funds: $23.6B → $23B (-$596M)

Holders
852
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
14.35%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
77
Increased
348
Reduced
247
Closed
62
Calls
$15.7M
Puts
$4.5M
Net Calls
+$11.2M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.68B +$76.6M +862,352 +2%
BlackRock
2
BlackRock
New York
$3.11B +$37M +416,854 +1%
State Street
3
State Street
Massachusetts
$2.08B +$89M +1,001,587 +4%
Wells Fargo
4
Wells Fargo
California
$621M +$2.9M +32,615 +0.4%
MAM
5
Magellan Asset Management
Australia
$609M -$114M -1,278,465 -15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$598M +$22.6M +254,645 +4%
Charles Schwab
7
Charles Schwab
California
$540M +$1.07M +12,079 +0.2%
Legal & General Group
8
Legal & General Group
United Kingdom
$417M -$10.1M -113,287 -2%
Deutsche Bank
9
Deutsche Bank
Germany
$392M -$119M -1,342,263 -22%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$374M +$3.68M +41,456 +0.9%
Northern Trust
11
Northern Trust
Illinois
$352M +$8.8M +99,027 +2%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$348M +$13.4M +151,019 +4%
Norges Bank
13
Norges Bank
Norway
$308M +$104M +1,173,117 +47%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$269M -$50.1M -564,293 -15%
UBS AM
15
UBS AM
Illinois
$260M -$25.9M -290,966 -9%
Ameriprise
16
Ameriprise
Minnesota
$253M +$2.2M +24,749 +0.8%
Morgan Stanley
17
Morgan Stanley
New York
$248M +$114M +1,286,589 +78%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$247M +$14M +157,862 +6%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$242M -$1.32M -14,913 -0.5%
Invesco
20
Invesco
Georgia
$239M +$12.4M +139,713 +5%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$214M -$4.16M -46,876 -2%
Bank of America
22
Bank of America
North Carolina
$207M +$6.47M +72,864 +3%
Franklin Resources
23
Franklin Resources
California
$200M +$1.07M +12,092 +0.5%
Goldman Sachs
24
Goldman Sachs
New York
$193M +$79.2M +891,641 +64%
PAMS
25
Pictet Asset Management (Switzerland)
Switzerland
$189M +$53.8M +605,331 +37%

ES Hedge Fund Activity: Q2 2022 in Review

852 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2022, worth a combined $23B — down 2.5% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new ES positions and 62 closed out — a net gain of 15 holders — while 348 added to existing stakes and 247 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $114M. The largest seller was Deutsche Bank, cutting an estimated $119M.

  • 852 institutional investors held Eversource Energy (ES) as of Q2 2022, up from 849 in Q1 2022.
  • Funds reported $23B of Eversource Energy stock for Q2 2022, down 2.5% quarter-over-quarter.
  • 77 funds opened new Eversource Energy positions in Q2 2022 and 62 closed out, a net change of +15 holders.
  • The largest Eversource Energy buyer in Q2 2022 was Morgan Stanley, an estimated $114M added.
  • The largest Eversource Energy seller in Q2 2022 was Deutsche Bank, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2022.