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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
IWP
301
Icon Wealth Partners
Texas
$1.27M +$12.1K +139 +0.9%
CC
302
Centiva Capital
New York
$1.27M +$145K +1,671 +12%
GC
303
Grimes & Company
Massachusetts
$1.26M -$37.7K -434 -3%
AI
304
Atria Investments
North Carolina
$1.26M +$110K +1,268 +9%
O
305
Ossiam
France
$1.24M -$705K -8,118 -35%
MA
306
MJP Associates
Connecticut
$1.24M +$439K +5,058 +50%
HT
307
Heritage Trust
Oklahoma
$1.24M +$510K +5,874 +63%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$1.23M -$77.4K -891 -6%
MCAI
309
Members Capital Advisors Inc
Wisconsin
$1.23M
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$1.22M -$11.4K -131 -0.9%
TPA
311
Trivium Point Advisory
Connecticut
$1.21M -$287K -3,303 -19%
PA
312
Profund Advisors
Maryland
$1.19M -$24.1K -278 -2%
CA
313
Centerpoint Advisors
Massachusetts
$1.19M
NA
314
NewEdge Advisors
Louisiana
$1.18M +$66.3K +764 +6%
SFG
315
Sowa Financial Group
Rhode Island
$1.17M +$9.2K +106 +0.7%
CA
316
Claro Advisors
Massachusetts
$1.15M +$4.25K +49 +0.3%
AIM
317
Achmea Investment Management
Netherlands
$1.15M +$53.2K +613 +5%
DA
318
Duality Advisers
Florida
$1.14M -$4.38M -50,417 -78%
MC
319
Maverick Capital
Texas
$1.14M +$1.21M +13,945 New
SO
320
STRS Ohio
Ohio
$1.12M -$267K -3,072 -18%
CAN
321
Cetera Advisor Networks
California
$1.04M +$61.5K +708 +6%
AIP
322
Ameritas Investment Partners
Nebraska
$1.04M -$2K -23 -0.2%
ACA
323
Anchor Capital Advisors
Massachusetts
$1.03M
EFS
324
Essex Financial Services
Connecticut
$1.02M +$7.55K +87 +0.7%
PS
325
Presima Securities
Quebec, Canada
$1.02M +$86.8K +1,000 +9%

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.