Eversource Energy
852 hedge funds and large institutions have $19.9B invested in Eversource Energy in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 303 increasing their positions, 293 reducing their positions, and 93 closing their positions.
63% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $6.48M
1.09% more ownership
Funds ownership: 79.26% → 80.35% (+1.1%)
3% more repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 293
8% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 93
2% less funds holding
Funds holding: 865 → 852 (-13)
8% less capital invested
Capital invested by funds: $21.7B → $19.9B (-$1.81B)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
| 2 |
Man Group
London,
United Kingdom
|
+$90.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$62.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$59.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$155M |
| 2 |
ZP
Zimmer Partners
New York
|
-$117M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$75.5M |
| 4 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$54.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$44.2M |
ES Hedge Fund Activity: Q2 2023 in Review
852 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2023, worth a combined $19.9B — down 8.3% from $21.7B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of ES and 86 opened new positions — a net loss of 7 holders — while 293 trimmed existing stakes and 303 added.
The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Brookfield Corp, exiting entirely with an estimated $155M sold.
- 852 institutional investors held Eversource Energy (ES) as of Q2 2023, down from 865 in Q1 2023.
- Funds reported $19.9B of Eversource Energy stock for Q2 2023, down 8.3% quarter-over-quarter.
- 86 funds opened new Eversource Energy positions in Q2 2023 and 93 closed out, a net change of -7 holders.
- The largest Eversource Energy buyer in Q2 2023 was Fidelity Investments, an estimated $169M added.
- The largest Eversource Energy seller in Q2 2023 was Brookfield Corp, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2023.