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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
HPC
451
Hobart Private Capital
North Carolina
$450K -$6.65K -79 -1%
BWCS
452
Beirne Wealth Consulting Services
Connecticut
$449K
GLA
453
Great Lakes Advisors
Illinois
$443K -$3.96K -47 -0.8%
Rockefeller Capital Management
454
Rockefeller Capital Management
New York
$441K +$437K +5,193 +1,686%
TNB
455
Thomasville National Bank
Georgia
$437K -$72.2K -858 -14%
ASBI
456
American State Bank (Iowa)
Iowa
$436K
KPWS
457
Kestra Private Wealth Services
Texas
$436K +$12.3K +146 +3%
PIA
458
Pinion Investment Advisors
Kansas
$434K +$1.35K +16 +0.3%
OWA
459
Outlook Wealth Advisors
Texas
$430K +$30.9K +367 +7%
KFS
460
Kelly Financial Services
Massachusetts
$429K +$2.86M +33,931 +6,513%
ACI
461
Alpha Cubed Investments
California
$412K -$116K -1,380 -21%
WTFG
462
Wells Trecaso Financial Group
Ohio
$409K -$4.21K -50 -1%
APA
463
American Portfolios Advisors
New York
$406K +$20K +238 +5%
KIA
464
KCM Investment Advisors
California
$403K +$13.9K +165 +3%
TFA
465
Tranquilli Financial Advisor
New Jersey
$402K
CSIC
466
Clifford Swan Investment Counsel
California
$397K
AG
467
AlphaSimPlex Group
Massachusetts
$395K
ISL
468
Ingalls & Snyder LLC
New York
$395K
RMC
469
Resources Management Corp
Connecticut
$393K
E
470
Ergoteles
New York
$390K +$409K +4,855 New
GG
471
Gofen & Glossberg
Illinois
$389K -$4.88K -58 -1%
SXL
472
Summit X LLC
Missouri
$386K -$11.8K -140 -3%
BFM
473
Boston Financial Management
Massachusetts
$384K
CT
474
Cambridge Trust
Massachusetts
$383K
CWM
475
Connecticut Wealth Management
Connecticut
$382K -$591K -7,021 -60%

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.