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Eversource Energy

866 hedge funds and large institutions have $20.2B invested in Eversource Energy in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 312 increasing their positions, 271 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $31M | Put options by funds: $14.8M

88% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 66

23% more capital invested

Capital invested by funds: $16.4B → $20.2B (+$3.81B)

15% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 271

6% more funds holding

Funds holding: 814866 (+52)

1.25% more ownership

Funds ownership: 82.14%83.39% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
866
Holders Change
+52
Holders Change %
+6.39%
% of All Funds
12.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
124
Increased
312
Reduced
271
Closed
66
Calls
$31M
Puts
$14.8M
Net Calls
+$16.2M
Net Calls Change
-$724K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.94B +$66.2M +1,024,520 +2%
BlackRock
2
BlackRock
New York
$2.59B +$24.1M +373,446 +1%
State Street
3
State Street
Massachusetts
$1.74B +$27.8M +430,587 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$809M +$768M +11,885,124 New
Charles Schwab
5
Charles Schwab
California
$660M -$1.63M -25,270 -0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$613M +$17.4M +268,588 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$478M +$12M +185,381 +3%
N
8
Nuveen
North Carolina
$400M +$89.3M +1,381,166 +31%
MAM
9
Magellan Asset Management
Australia
$380M +$18.1M +280,306 +5%
Legal & General Group
10
Legal & General Group
United Kingdom
$376M -$10.2M -157,896 -3%
Morgan Stanley
11
Morgan Stanley
New York
$363M +$36.6M +567,129 +12%
Goldman Sachs
12
Goldman Sachs
New York
$359M +$8.93M +138,159 +3%
Invesco
13
Invesco
Georgia
$351M +$11.8M +182,094 +4%
UBS AM
14
UBS AM
Illinois
$337M +$14M +216,630 +5%
American Century Companies
15
American Century Companies
Missouri
$319M +$4.93M +76,327 +2%
Amundi
16
Amundi
France
$312M -$15.9M -245,943 -5%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$293M +$17.7M +273,985 +7%
Norges Bank
18
Norges Bank
Norway
$234M +$10.6M +164,061 +5%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$231M +$168K +2,600 +0.1%
Northern Trust
20
Northern Trust
Illinois
$213M -$7.63M -118,108 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$197M -$15.5M -240,524 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$181M +$9.1M +140,794 +6%
Deutsche Bank
23
Deutsche Bank
Germany
$172M -$14.2M -219,133 -8%
UBS Group
24
UBS Group
Switzerland
$169M +$18.6M +287,060 +13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$168M +$7.47M +115,520 +5%

ES Hedge Fund Activity: Q3 2024 in Review

866 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2024, worth a combined $20.2B — up 23% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ES positions and 66 closed out — a net gain of 58 holders — while 312 added to existing stakes and 271 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $768M. The largest seller was Zimmer Partners, cutting an estimated $312M.

  • 866 institutional investors held Eversource Energy (ES) as of Q3 2024, up from 814 in Q2 2024.
  • Funds reported $20.2B of Eversource Energy stock for Q3 2024, up 23% quarter-over-quarter.
  • 124 funds opened new Eversource Energy positions in Q3 2024 and 66 closed out, a net change of +58 holders.
  • The largest Eversource Energy buyer in Q3 2024 was Wellington Management Group, an estimated $768M added.
  • The largest Eversource Energy seller in Q3 2024 was Zimmer Partners, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2024.