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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
KRSITF
376
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$717K -$52.5K -624 -7%
MCWS
377
McKinley Carter Wealth Services
West Virginia
$702K -$1.6K -19 -0.2%
BBVA
378
Banco Bilbao Vizcaya Argentaria
Spain
$699K +$81.9K +973 +13%
IC
379
Inverness Counsel
New York
$696K -$82.8K -983 -10%
CCFCSB
380
Cape Cod Five Cents Savings Bank
Massachusetts
$689K -$4.21K -50 -0.6%
LMAM
381
Legg Mason Asset Management
Japan
$688K +$40K +475 +6%
RC
382
RegentAtlantic Capital
New Jersey
$684K -$19.3K -229 -3%
CAG
383
Crestwood Advisors Group
Massachusetts
$666K -$674 -8 -0.1%
HNB
384
Huntington National Bank
Ohio
$650K +$290K +3,444 +74%
B
385
Bridgeworth
Alabama
$644K -$926 -11 -0.1%
Rafferty Asset Management
386
Rafferty Asset Management
New York
$644K +$88.5K +1,051 +15%
B
387
BP
United Kingdom
$641K -$324K -3,843 -32%
IWC
388
Integrated Wealth Concepts
Massachusetts
$636K -$85.7K -1,018 -11%
TC
389
TwinBeech Capital
New York
$623K +$654K +7,770 New
SWP
390
Stratos Wealth Partners
Ohio
$608K -$26.6K -316 -4%
SCM
391
Shelton Capital Management
Colorado
$608K
BFC
392
Blue Fin Capital
Rhode Island
$597K -$47.3K -562 -7%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$594K +$125K +1,482 +25%
Vontobel Holding
394
Vontobel Holding
Switzerland
$591K -$63.7K -757 -9%
PWLP
395
Prio Wealth Limited Partnership
Massachusetts
$589K -$70.7K -840 -10%
ZIM
396
Zacks Investment Management
Illinois
$582K -$8.5K -101 -1%
TRCT
397
Tower Research Capital (TRC)
New York
$581K -$3.13M -37,217 -84%
HBT
398
Hills Bank & Trust
Iowa
$576K
DCM
399
Dupont Capital Management
Delaware
$576K +$134K +1,594 +29%
V
400
Veritable
Delaware
$575K -$100K -1,192 -14%

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.