We are live on ! Find out more
ES icon

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
BFO
426
Boston Family Office
Massachusetts
$478K
GG
427
Gofen & Glossberg
Illinois
$477K +$85.1K +980 +20%
KC
428
Knuff & Co
California
$472K
FCH
429
Freestone Capital Holdings
Washington
$471K +$98.3K +1,132 +24%
BFG
430
Barber Financial Group
Kansas
$462K +$3.56K +41 +0.7%
KPW
431
Kore Private Wealth
New York
$460K +$121K +1,391 +33%
BFA
432
Beaumont Financial Advisors
Massachusetts
$459K -$43.7K -503 -8%
First Manhattan
433
First Manhattan
New York
$459K
BWCS
434
Beirne Wealth Consulting Services
Connecticut
$452K -$6.51K -75 -1%
PIA
435
Pinion Investment Advisors
Kansas
$450K +$8.68K +100 +2%
BHWM
436
Bar Harbor Wealth Management
New Hampshire
$449K -$10.1K -116 -2%
TNB
437
Thomasville National Bank
Georgia
$446K
ASBI
438
American State Bank (Iowa)
Iowa
$444K
GLA
439
Great Lakes Advisors
Illinois
$444K -$7.38K -85 -2%
SC
440
Savant Capital
Illinois
$439K +$80.8K +931 +21%
OWA
441
Outlook Wealth Advisors
Texas
$438K -$521 -6 -0.1%
HPC
442
Hobart Private Capital
North Carolina
$433K -$26.7K -307 -5%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$433K -$559K -6,440 -55%
KIA
444
KCM Investment Advisors
California
$430K +$21.1K +243 +5%
BA
445
Bellwether Advisors
Nebraska
$423K +$449K +5,174 New
TCOV
446
Trust Company of Vermont
Vermont
$422K -$62.6K -721 -12%
ACI
447
Alpha Cubed Investments
California
$420K
WTFG
448
Wells Trecaso Financial Group
Ohio
$417K
APA
449
American Portfolios Advisors
New York
$417K +$3.47K +40 +0.8%
WANY
450
Wealthspire Advisors (New York)
New York
$414K -$74.7K -860 -15%

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.