Eversource Energy
804 hedge funds and large institutions have $16.3B invested in Eversource Energy in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 311 increasing their positions, 272 reducing their positions, and 109 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
14% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 272
0.15% less ownership
Funds ownership: 80.35% → 80.2% (-0.15%)
6% less funds holding
Funds holding: 852 → 804 (-48)
18% less capital invested
Capital invested by funds: $19.9B → $16.3B (-$3.6B)
32% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 109
74% less call options, than puts
Call options by funds: $7.3M | Put options by funds: $27.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$165M |
| 2 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$55.1M |
| 3 |
Morgan Stanley
New York
|
+$48.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$46.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$127M |
| 2 |
Man Group
London,
United Kingdom
|
-$80.9M |
| 3 |
BlackRock
New York
|
-$79.6M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$66M |
| 5 |
Amundi
Paris,
France
|
-$49.7M |
ES Hedge Fund Activity: Q3 2023 in Review
804 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2023, worth a combined $16.3B — down 18% from $19.9B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of ES and 74 opened new positions — a net loss of 35 holders — while 272 trimmed existing stakes and 311 added.
The largest buyer was State Street, adding an estimated $165M. The largest seller was Magellan Asset Management, cutting an estimated $127M.
- 804 institutional investors held Eversource Energy (ES) as of Q3 2023, down from 852 in Q2 2023.
- Funds reported $16.3B of Eversource Energy stock for Q3 2023, down 18% quarter-over-quarter.
- 74 funds opened new Eversource Energy positions in Q3 2023 and 109 closed out, a net change of -35 holders.
- The largest Eversource Energy buyer in Q3 2023 was State Street, an estimated $165M added.
- The largest Eversource Energy seller in Q3 2023 was Magellan Asset Management, an estimated $127M sold.
Based on aggregated 13F filings for Q3 2023.