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Eversource Energy

831 hedge funds and large institutions have $21.2B invested in Eversource Energy in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 342 increasing their positions, 262 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $3.77M

31% more repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 262

0.15% more ownership

Funds ownership: 78.92%79.07% (+0.15%)

2% less funds holding

Funds holding: 852831 (-21)

8% less capital invested

Capital invested by funds: $23B → $21.2B (-$1.73B)

18% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 74

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
831
Holders Change
-21
Holders Change %
-2.46%
% of All Funds
14.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
61
Increased
342
Reduced
262
Closed
74
Calls
$9.35M
Puts
$3.77M
Net Calls
+$5.58M
Net Calls Change
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.46B +$76.8M +871,683 +2%
BlackRock
2
BlackRock
New York
$2.87B -$464K -5,262 -0%
State Street
3
State Street
Massachusetts
$1.96B +$44M +499,204 +2%
Wells Fargo
4
Wells Fargo
California
$586M +$14.2M +160,878 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$564M +$12.7M +144,543 +2%
MAM
6
Magellan Asset Management
Australia
$536M -$29.7M -337,463 -5%
Charles Schwab
7
Charles Schwab
California
$504M +$7.27M +82,437 +1%
Legal & General Group
8
Legal & General Group
United Kingdom
$434M +$54.9M +623,309 +13%
Northern Trust
9
Northern Trust
Illinois
$327M +$2.81M +31,849 +0.8%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$319M -$10.8M -122,125 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$304M -$47.1M -534,119 -12%
Norges Bank
12
Norges Bank
Norway
$282M -$3.15M -35,767 -1%
UBS AM
13
UBS AM
Illinois
$267M +$30.1M +342,056 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$250M +$2.02M +22,946 +0.7%
Morgan Stanley
15
Morgan Stanley
New York
$242M +$15.5M +175,599 +6%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$239M +$73.2M +830,693 +37%
Ameriprise
17
Ameriprise
Minnesota
$237M +$4.55M +51,651 +2%
Invesco
18
Invesco
Georgia
$234M +$15.4M +175,017 +6%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$232M +$120M +1,364,747 +85%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$228M +$280K +3,177 +0.1%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$226M +$2.49M +28,263 +1%
Goldman Sachs
22
Goldman Sachs
New York
$194M +$18.4M +208,760 +9%
Bank of America
23
Bank of America
North Carolina
$194M +$4.07M +46,187 +2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$191M -$7.62M -86,497 -3%
Franklin Resources
25
Franklin Resources
California
$188M +$4.42M +50,139 +2%

ES Hedge Fund Activity: Q3 2022 in Review

831 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2022, worth a combined $21.2B — down 7.5% from $23B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of ES and 61 opened new positions — a net loss of 13 holders — while 262 trimmed existing stakes and 342 added.

The largest buyer was Man Group, opening a new position worth an estimated $148M. The largest seller was Deutsche Bank, cutting an estimated $211M.

  • 831 institutional investors held Eversource Energy (ES) as of Q3 2022, down from 852 in Q2 2022.
  • Funds reported $21.2B of Eversource Energy stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 61 funds opened new Eversource Energy positions in Q3 2022 and 74 closed out, a net change of -13 holders.
  • The largest Eversource Energy buyer in Q3 2022 was Man Group, an estimated $148M added.
  • The largest Eversource Energy seller in Q3 2022 was Deutsche Bank, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2022.