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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
AF
326
Allworth Financial
California
$1.01M +$546K +6,289 +104%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$991K +$355K +4,090 +51%
BCM
328
Brookstone Capital Management
Illinois
$972K +$97.6K +1,124 +11%
DIM
329
DC Investments Management
Virginia
$971K
BEAM
330
Baker Ellis Asset Management
Washington
$947K
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$947K +$528K +6,081 +111%
BCM
332
BTR Capital Management
California
$928K -$78.1K -900 -7%
LOAMS
333
Lombard Odier Asset Management (Switzerland)
Switzerland
$928K +$83.4K +960 +9%
IWC
334
Integrated Wealth Concepts
Massachusetts
$916K +$284K +3,273 +41%
BFS
335
Bard Financial Services
Connecticut
$913K +$1.39K +16 +0.1%
DILIC
336
Dai-ichi Life Insurance Company
Japan
$909K -$2.6M -30,000 -73%
AP
337
Advisor Partners
California
$909K -$63K -726 -6%
AC
338
Allstate Corporation
Illinois
$905K -$159K -1,831 -14%
WorldQuant Millennium Advisors
339
WorldQuant Millennium Advisors
New York
$891K
Fisher Asset Management
340
Fisher Asset Management
Washington
$879K +$24.9K +287 +3%
CFGS
341
Concourse Financial Group Securities
Alabama
$876K +$20.1K +232 +2%
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$875K +$173K +1,998 +23%
KNW
343
Kesler Norman & Wride
Utah
$862K +$3.65K +42 +0.4%
CI
344
Cigna Investments
Connecticut
$857K -$15.5K -178 -2%
SWM
345
Spire Wealth Management
Virginia
$855K
BRWA
346
B. Riley Wealth Advisors
Florida
$855K +$3.73K +43 +0.4%
DC
347
Davenport & Co
Virginia
$848K +$72.8K +839 +9%
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
$836K -$1.39K -16 -0.2%
CAG
349
Csenge Advisory Group
Florida
$830K +$9.55K +110 +1%
MWNA
350
Marshall Wace North America
New York
$824K -$5.67M -65,326 -87%

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.