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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B +$86.5M +1,387,072 +3%
BlackRock
2
BlackRock
New York
$2.23B +$42.7M +684,716 +2%
State Street
3
State Street
Massachusetts
$1.53B +$66.4M +1,065,764 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$946M +$286M +4,585,232 +39%
Charles Schwab
5
Charles Schwab
California
$571M +$14.1M +226,972 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$548M +$32.2M +517,042 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$422M +$20.8M +333,529 +5%
MAM
8
Magellan Asset Management
Australia
$372M +$55.5M +890,514 +16%
Amundi
9
Amundi
France
$368M +$98.5M +1,579,818 +32%
Invesco
10
Invesco
Georgia
$345M +$53M +850,217 +16%
N
11
Nuveen
North Carolina
$329M -$9.51M -152,501 -3%
UBS AM
12
UBS AM
Illinois
$317M +$35M +561,055 +11%
Morgan Stanley
13
Morgan Stanley
New York
$296M -$10.9M -175,434 -3%
Legal & General Group
14
Legal & General Group
United Kingdom
$294M -$26M -417,078 -8%
American Century Companies
15
American Century Companies
Missouri
$265M -$4.69M -75,224 -2%
Northern Trust
16
Northern Trust
Illinois
$212M +$35.2M +564,409 +18%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$198M -$53.9M -864,045 -20%
Public Sector Pension Investment Board (PSP Investments)
18
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$196M +$2.04M +32,680 +1%
Goldman Sachs
19
Goldman Sachs
New York
$195M -$118M -1,885,773 -36%
Norges Bank
20
Norges Bank
Norway
$189M -$9.48M -152,137 -4%
UBS Group
21
UBS Group
Switzerland
$170M +$29.1M +466,309 +19%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$156M +$40.2M +645,257 +31%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$156M -$11.6M -185,431 -6%
Franklin Resources
24
Franklin Resources
California
$139M +$688K +11,041 +0.5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$138M -$4.19M -67,259 -3%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.