Eversource Energy
817 hedge funds and large institutions have $17B invested in Eversource Energy in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 280 increasing their positions, 306 reducing their positions, and 89 closing their positions.
24% more capital inflows, than outflows
Capital inflows: $2.01B | Capital outflows: $1.61B
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.49% more ownership
Funds ownership: 80.05% → 81.54% (+1.5%)
9% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 89
0% less funds holding
Funds holding: 820 → 817 (-3)
6% less call options, than puts
Call options by funds: $35M | Put options by funds: $37.4M
8% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 306
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$150M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 3 |
Zimmer Partners
New York
|
+$128M |
| 4 |
Amundi
Paris,
France
|
+$104M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$286M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$201M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$170M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$101M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$72.8M |
ES Hedge Fund Activity: Q1 2024 in Review
817 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2024, worth a combined $17B — down 1.2% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ES positions and 89 closed out — a net gain of 8 holders — while 280 added to existing stakes and 306 trimmed.
The largest buyer was ClearBridge Investments (Australia), opening a new position worth an estimated $150M. The largest seller was Wells Fargo, cutting an estimated $286M.
- 817 institutional investors held Eversource Energy (ES) as of Q1 2024, down from 820 in Q4 2023.
- Funds reported $17B of Eversource Energy stock for Q1 2024, down 1.2% quarter-over-quarter.
- 97 funds opened new Eversource Energy positions in Q1 2024 and 89 closed out, a net change of +8 holders.
- The largest Eversource Energy buyer in Q1 2024 was ClearBridge Investments (Australia), an estimated $150M added.
- The largest Eversource Energy seller in Q1 2024 was Wells Fargo, an estimated $286M sold.
Based on aggregated 13F filings for Q1 2024.