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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
IMRF
426
Illinois Municipal Retirement Fund
Illinois
$505K -$2.13M -25,305 -80%
BPA
427
Beacon Pointe Advisors
California
$505K +$153K +1,814 +41%
WT
428
Whittier Trust
California
$504K +$24.5K +291 +5%
OIA
429
OneDigital Investment Advisors
Kansas
$500K +$58.4K +693 +13%
BIA
430
Barry Investment Advisors
Massachusetts
$498K +$1.18K +14 +0.2%
SBH
431
Segall Bryant & Hamill
Illinois
$496K +$28.5K +339 +6%
BAM
432
Belpointe Asset Management
Nevada
$492K +$305K +3,621 +144%
BFA
433
Beaumont Financial Advisors
Massachusetts
$491K -$21.1K -250 -4%
PP
434
Paloma Partners
Connecticut
$488K +$512K +6,076 New
AF
435
Allworth Financial
California
$487K -$27.4K -326 -5%
MPPLM
436
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$483K +$31.5K +374 +7%
WANY
437
Wealthspire Advisors (New York)
New York
$476K -$376K -4,466 -43%
TCOV
438
Trust Company of Vermont
Vermont
$472K +$106K +1,264 +27%
PAMP
439
Polar Asset Management Partners
Ontario, Canada
$471K +$495K +5,874 New
OAM
440
Oppenheimer Asset Management
New York
$470K +$166K +1,968 +51%
BFO
441
Boston Family Office
Massachusetts
$469K
KC
442
Knuff & Co
California
$463K -$7.58K -90 -2%
FF
443
FourThought Financial
Florida
$463K +$8.08K +96 +2%
SIS
444
Sound Income Strategies
Florida
$463K +$238K +2,829 +96%
VPIM
445
Vanguard Personalized Indexing Management
California
$460K +$483K +5,737 New
IA
446
IndexIQ Advisors
New York
$454K +$14.6K +173 +3%
JWCA
447
J.W. Cole Advisors
Florida
$452K -$68.7K -816 -13%
First Manhattan
448
First Manhattan
New York
$451K
BHWM
449
Bar Harbor Wealth Management
New Hampshire
$450K
BFG
450
Barber Financial Group
Kansas
$450K +$3.54K +42 +0.8%

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.