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Eversource Energy

758 hedge funds and large institutions have $22.1B invested in Eversource Energy in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 275 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.17% more ownership

Funds ownership: 77.96%79.13% (+1.2%)

10% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 251

3% more capital invested

Capital invested by funds: $21.4B → $22.1B (+$735M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 64

2% less funds holding

Funds holding: 774758 (-16)

25% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $21.5M

Holders
758
Holders Change
-16
Holders Change %
-2.07%
% of All Funds
13.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
61
Increased
275
Reduced
251
Closed
64
Calls
$16.1M
Puts
$21.5M
Net Calls
-$5.38M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$1.58M +$58.5K +674 +4%
CWM
277
CIBC World Markets
New York
$1.58M -$389K -4,476 -19%
EIA
278
Edgemoor Investment Advisors
Maryland
$1.57M -$37.5K -432 -2%
KAS
279
Kestra Advisory Services
Texas
$1.55M -$131K -1,506 -7%
NEI
280
Northwest & Ethical Investments
Ontario, Canada
$1.53M +$1.62M +18,654 New
SWA
281
Stratos Wealth Advisors
Ohio
$1.52M +$621K +7,155 +63%
PP
282
Palladium Partners
Virginia
$1.51M -$9.72K -112 -0.6%
ACM
283
AlphaCrest Capital Management
New York
$1.51M +$1.6M +18,445 New
Cohen & Steers
284
Cohen & Steers
New York
$1.49M -$1.3M -15,013 -45%
KeyBank National Association
285
KeyBank National Association
Ohio
$1.48M -$52.6K -606 -3%
YIH
286
Y-Intercept (HK)
Hong Kong
$1.45M +$1.54M +17,696 New
X
287
Xponance
Pennsylvania
$1.42M -$147K -1,698 -9%
CWM
288
Cordatus Wealth Management
Pennsylvania
$1.41M +$1.5M +17,284 New
MYAM
289
Meiji Yasuda Asset Management
Japan
$1.41M +$15.6K +180 +1%
PWP
290
Principle Wealth Partners
Connecticut
$1.4M -$55.6K -640 -4%
PDN
291
Pensionfund DSM Netherlands
Netherlands
$1.39M +$1.48M +17,000 New
Capstone Investment Advisors
292
Capstone Investment Advisors
New York
$1.37M +$1.46M +16,795 New
ECM
293
Everence Capital Management
Indiana
$1.37M
CCP
294
Corient Capital Partners
California
$1.36M +$87.4K +1,007 +6%
RFC
295
Regions Financial Corp
Alabama
$1.35M +$128K +1,478 +10%
SICM
296
Sustainable Insight Capital Management
New York
$1.33M +$430K +4,956 +44%
SBIA
297
Sheaff Brock Investment Advisors
Indiana
$1.29M
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M +$955 +11 +0.1%
EOJOAM
299
E. Ohman J:or Asset Management
Sweden
$1.28M
GT
300
Glenmede Trust
Pennsylvania
$1.27M +$244K +2,808 +22%

ES Hedge Fund Activity: Q3 2021 in Review

758 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2021, worth a combined $22.1B — up 3.4% from $21.4B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of ES and 61 opened new positions — a net loss of 3 holders — while 251 trimmed existing stakes and 275 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $373M. The largest seller was Zimmer Partners, cutting an estimated $108M.

  • 758 institutional investors held Eversource Energy (ES) as of Q3 2021, down from 774 in Q2 2021.
  • Funds reported $22.1B of Eversource Energy stock for Q3 2021, up 3.4% quarter-over-quarter.
  • 61 funds opened new Eversource Energy positions in Q3 2021 and 64 closed out, a net change of -3 holders.
  • The largest Eversource Energy buyer in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $373M added.
  • The largest Eversource Energy seller in Q3 2021 was Zimmer Partners, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2021.