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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
TFA
451
Tranquilli Financial Advisor
New Jersey
$410K
TC
452
Toews Corporation
New Jersey
$409K +$434K +5,000 New
CT
453
Cambridge Trust
Massachusetts
$408K +$18.8K +217 +5%
BWM
454
Baystate Wealth Management
Massachusetts
$407K +$237K +2,729 +121%
ISL
455
Ingalls & Snyder LLC
New York
$403K
RMC
456
Resources Management Corp
Connecticut
$400K
SXL
457
Summit X LLC
Missouri
$396K +$2.6K +30 +0.6%
SW
458
SVB Wealth
Massachusetts
$396K +$70.5K +812 +20%
BAM
459
Belpointe Asset Management
Nevada
$395K -$113K -1,299 -21%
BFM
460
Boston Financial Management
Massachusetts
$391K
CWM
461
Connecticut Wealth Management
Connecticut
$389K +$87 +1 +0%
RJT
462
Raymond James Trust
Florida
$383K +$13.8K +159 +4%
CCA
463
Checchi Capital Advisers
California
$381K +$6.95K +80 +2%
BAMF
464
BI Asset Management Fondsmaeglerselskab
Denmark
$379K -$595K -6,856 -60%
FNBT
465
FineMark National Bank & Trust
Florida
$378K +$11.3K +130 +3%
AAS
466
Avantax Advisory Services
Texas
$376K +$6.69K +77 +2%
CSIC
467
Clifford Swan Investment Counsel
California
$371K -$10.8K -124 -3%
OPS
468
Orion Portfolio Solutions
Nebraska
$369K +$117K +1,352 +43%
HWMG
469
Hurlow Wealth Management Group
Indiana
$366K
APP
470
Alpha Paradigm Partners
Illinois
$364K -$186K -2,141 -32%
BB
471
Berkshire Bank
Massachusetts
$363K
PA
472
Parallel Advisors
California
$361K +$22.2K +256 +6%
GT
473
Greenleaf Trust
Michigan
$359K -$11.8K -136 -3%
MAFM
474
Mid Atlantic Financial Management
Pennsylvania
$358K -$2.69K -31 -0.7%
MHIC
475
Marble Harbor Investment Counsel
Massachusetts
$357K

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.