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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
Lazard Asset Management
401
Lazard Asset Management
New York
$573K -$594K -7,056 -50%
CTC
402
Central Trust Company
Missouri
$573K -$48.8K -579 -8%
TWA
403
TCI Wealth Advisors
Arizona
$573K +$572K +6,791 +1,924%
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$573K +$601K +7,142 New
CA
405
Cetera Advisors
Colorado
$571K -$1.94K -23 -0.3%
PSUF
406
People's United Financial
Connecticut
$568K -$51.3K -609 -8%
VIA
407
Vident Investment Advisory
Georgia
$563K -$48.8K -580 -8%
MP
408
McDonald Partners
Ohio
$558K +$18.5K +220 +3%
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$552K -$84.2K -1,000 -13%
FT
410
Fiduciary Trust
Massachusetts
$551K -$564K -6,700 -49%
CL
411
CPWM LLC
Washington
$551K +$23.7K +282 +4%
WCM
412
Weld Capital Management
New York
$543K -$582K -6,911 -51%
RA
413
RFG Advisory
Alabama
$538K +$58.9K +699 +12%
SIA
414
Strategic Investment Advisors
Michigan
$538K +$232K +2,754 +70%
Brown Advisory
415
Brown Advisory
Maryland
$530K -$6.06K -72 -1%
APP
416
Alpha Paradigm Partners
Illinois
$529K +$286K +3,400 +106%
WS
417
Wedbush Securities
California
$526K +$146K +1,738 +36%
IF
418
Intrua Financial
Texas
$524K +$22.2K +264 +5%
IAA
419
Independent Advisor Alliance
North Carolina
$521K +$46K +546 +9%
BI
420
Blooom Inc
Kansas
$518K +$19.5K +232 +6%
LWAC
421
Laurel Wealth Advisors (California)
California
$516K -$5.22K -62 -1%
AWM
422
Aevitas Wealth Management
Massachusetts
$514K +$1.52K +18 +0.3%
HSA
423
HBK Sorce Advisory
Pennsylvania
$511K -$15.5K -184 -3%
BP
424
BBR Partners
New York
$510K +$1.43K +17 +0.3%
SL
425
Savior LLC
Massachusetts
$506K

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.