We are live on ! Find out more
ES icon

Eversource Energy

774 hedge funds and large institutions have $21.4B invested in Eversource Energy in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 296 increasing their positions, 254 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $4.55M

17% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 254

0.5% less ownership

Funds ownership: 78.46%77.96% (-0.5%)

7% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 76

2% less funds holding

Funds holding: 786774 (-12)

8% less capital invested

Capital invested by funds: $23.3B → $21.4B (-$1.87B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
774
Holders Change
-12
Holders Change %
-1.53%
% of All Funds
13.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
71
Increased
296
Reduced
254
Closed
76
Calls
$18.9M
Puts
$4.55M
Net Calls
+$14.4M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
276
Edgemoor Investment Advisors
Maryland
$1.58M
BA
277
Bridgewater Associates
Connecticut
$1.55M +$1.63M +19,317 New
X
278
Xponance
Pennsylvania
$1.53M +$370K +4,396 +30%
Mariner
279
Mariner
Kansas
$1.51M +$157K +1,866 +11%
Daiwa Securities Group
280
Daiwa Securities Group
Japan
$1.5M +$87.2K +1,036 +6%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$1.5M -$2.86K -34 -0.2%
KeyBank National Association
282
KeyBank National Association
Ohio
$1.5M +$14.3K +170 +0.9%
PP
283
Palladium Partners
Virginia
$1.49M -$17.3K -205 -1%
WF
284
Welch & Forbes
Massachusetts
$1.48M +$221K +2,624 +17%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$1.46M +$37.1K +441 +2%
EI
286
Ethic Inc
New York
$1.46M -$622K -7,382 -29%
SLAM
287
Swiss Life Asset Management
$1.45M +$1.76M +20,907 +522%
PWP
288
Principle Wealth Partners
Connecticut
$1.42M -$2.86K -34 -0.2%
IC
289
Inscription Capital
Texas
$1.42M +$1.49M +17,722 New
TPA
290
Trivium Point Advisory
Connecticut
$1.39M -$104K -1,234 -7%
DADC
291
D.A. Davidson & Co
Montana
$1.38M -$41K -487 -3%
VEA
292
Virtus ETF Advisers
New York
$1.38M +$79.1K +940 +6%
MYAM
293
Meiji Yasuda Asset Management
Japan
$1.37M +$10.9K +130 +0.8%
QI
294
QS Investors
New York
$1.36M +$83.3K +989 +6%
ECM
295
Everence Capital Management
Indiana
$1.35M
SO
296
STRS Ohio
Ohio
$1.34M -$655K -7,780 -32%
VLKIM
297
Van Lanschot Kempen Investment Management
Netherlands
$1.31M
Mirae Asset Global Investments
298
Mirae Asset Global Investments
South Korea
$1.3M +$307K +3,647 +29%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$1.28M +$8.25K +98 +0.6%
GC
300
Grimes & Company
Massachusetts
$1.27M -$96.3K -1,144 -7%

ES Hedge Fund Activity: Q2 2021 in Review

774 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2021, worth a combined $21.4B — down 8.1% from $23.3B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of ES and 71 opened new positions — a net loss of 5 holders — while 254 trimmed existing stakes and 296 added.

The largest buyer was BlackRock, adding an estimated $153M. The largest seller was Magellan Asset Management, cutting an estimated $348M.

  • 774 institutional investors held Eversource Energy (ES) as of Q2 2021, down from 786 in Q1 2021.
  • Funds reported $21.4B of Eversource Energy stock for Q2 2021, down 8.1% quarter-over-quarter.
  • 71 funds opened new Eversource Energy positions in Q2 2021 and 76 closed out, a net change of -5 holders.
  • The largest Eversource Energy buyer in Q2 2021 was BlackRock, an estimated $153M added.
  • The largest Eversource Energy seller in Q2 2021 was Magellan Asset Management, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2021.