Eversource Energy
820 hedge funds and large institutions have $17.2B invested in Eversource Energy in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 252 increasing their positions, 323 reducing their positions, and 104 closing their positions.
26% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 104
2% more funds holding
Funds holding: 805 → 820 (+15)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.15% less ownership
Funds ownership: 80.2% → 80.05% (-0.15%)
1% less capital inflows, than outflows
Capital inflows: $1.09B | Capital outflows: $1.1B
22% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 323
22% less call options, than puts
Call options by funds: $35.9M | Put options by funds: $46.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$114M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$110M |
| 3 |
Goldman Sachs
New York
|
+$74.9M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$54.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$118M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$78M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$53.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$48.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$41.9M |
ES Hedge Fund Activity: Q4 2023 in Review
820 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2023, worth a combined $17.2B — up 6% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new ES positions and 104 closed out — a net gain of 27 holders — while 252 added to existing stakes and 323 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $114M. The largest seller was Wellington Management Group, cutting an estimated $118M.
- 820 institutional investors held Eversource Energy (ES) as of Q4 2023, up from 805 in Q3 2023.
- Funds reported $17.2B of Eversource Energy stock for Q4 2023, up 6% quarter-over-quarter.
- 131 funds opened new Eversource Energy positions in Q4 2023 and 104 closed out, a net change of +27 holders.
- The largest Eversource Energy buyer in Q4 2023 was Deutsche Bank, an estimated $114M added.
- The largest Eversource Energy seller in Q4 2023 was Wellington Management Group, an estimated $118M sold.
Based on aggregated 13F filings for Q4 2023.