Eversource Energy
865 hedge funds and large institutions have $21.7B invested in Eversource Energy in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 332 increasing their positions, 279 reducing their positions, and 75 closing their positions.
360% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $2.32M
20% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 75
19% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 279
0.1% more ownership
Funds ownership: 79.16% → 79.26% (+0.1%)
1% less funds holding
Funds holding: 872 → 865 (-7)
6% less capital invested
Capital invested by funds: $23.1B → $21.7B (-$1.4B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$82.9M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$60.1M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$57.9M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$53.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$142M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$66.4M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$66.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$52.5M |
ES Hedge Fund Activity: Q1 2023 in Review
865 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2023, worth a combined $21.7B — down 6.1% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new ES positions and 75 closed out — a net gain of 15 holders — while 332 added to existing stakes and 279 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $82.9M. The largest seller was Man Group, exiting entirely with an estimated $142M sold.
- 865 institutional investors held Eversource Energy (ES) as of Q1 2023, down from 872 in Q4 2022.
- Funds reported $21.7B of Eversource Energy stock for Q1 2023, down 6.1% quarter-over-quarter.
- 90 funds opened new Eversource Energy positions in Q1 2023 and 75 closed out, a net change of +15 holders.
- The largest Eversource Energy buyer in Q1 2023 was Balyasny Asset Management, an estimated $82.9M added.
- The largest Eversource Energy seller in Q1 2023 was Man Group, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2023.