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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
VIA
376
Vident Investment Advisory
Georgia
$653K +$86K +990 +14%
LS
377
Livforsakringsbolaget Skandia
Sweden
$650K -$139K -1,600 -17%
CANY
378
Caxton Associates (New York)
New York
$641K -$106K -1,226 -14%
N
379
Natixis
France
$641K +$681K +7,846 New
SWP
380
Stratos Wealth Partners
Ohio
$630K +$11K +127 +2%
SCM
381
Shelton Capital Management
Colorado
$619K
CPWA
382
Cerro Pacific Wealth Advisors
California
$614K -$357K -4,114 -35%
MP
383
McDonald Partners
Ohio
$605K +$37.9K +437 +6%
Vontobel Holding
384
Vontobel Holding
Switzerland
$598K -$5.73K -66 -0.9%
V
385
Veritable
Delaware
$596K +$11.5K +132 +2%
FT
386
Fiduciary Trust
Massachusetts
$596K +$36.4K +419 +6%
HBT
387
Hills Bank & Trust
Iowa
$588K
SIA
388
Strategic Investment Advisors
Michigan
$586K +$39.9K +459 +7%
CA
389
Cetera Advisors
Colorado
$584K +$1.56K +18 +0.3%
TWA
390
TCI Wealth Advisors
Arizona
$583K -$1.39K -16 -0.2%
HNB
391
Huntington National Bank
Ohio
$581K -$86K -991 -12%
CAM
392
CenterStar Asset Management
Illinois
$581K
KPWS
393
Kestra Private Wealth Services
Texas
$581K +$144K +1,662 +31%
VLKIM
394
Van Lanschot Kempen Investment Management
Netherlands
$580K -$806K -9,284 -57%
JWCA
395
J.W. Cole Advisors
Florida
$572K +$118K +1,362 +24%
Man Group
396
Man Group
United Kingdom
$571K -$673K -7,753 -53%
VPIM
397
Vanguard Personalized Indexing Management
California
$567K +$104K +1,201 +21%
FC
398
FORA Capital
Florida
$566K +$601K +6,918 New
WT
399
Whittier Trust
California
$565K +$54.4K +627 +10%
CL
400
CPWM LLC
Washington
$560K -$1.91K -22 -0.3%

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.