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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
DPIM
26
Duff & Phelps Investment Management
Illinois
$140M +$25.2M +299,240 +21%
Principal Financial Group
27
Principal Financial Group
Iowa
$138M -$9.72M -115,405 -6%
N
28
Nuveen
North Carolina
$137M +$5.61M +66,655 +4%
NIPH
29
NN Investment Partners Holdings
Netherlands
$135M +$439K +5,211 +0.3%
Morgan Stanley
30
Morgan Stanley
New York
$128M +$29.9M +355,223 +29%
Ensign Peak Advisors
31
Ensign Peak Advisors
Utah
$119M -$7.99M -94,879 -6%
Amundi
32
Amundi
France
$112M +$118M +1,400,571 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$112M -$31.3M -371,991 -21%
ZP
34
Zimmer Partners
New York
$106M +$25.3M +300,400 +29%
PPA
35
Parametric Portfolio Associates
Washington
$105M +$192K +2,283 +0.2%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$95.3M +$5.74M +68,209 +6%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$87M -$4.47M -53,085 -5%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$86.5M +$3.69M +43,874 +5%
Canada Life
39
Canada Life
Manitoba, Canada
$84.7M -$14.6M -173,204 -14%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$83.5M -$6.49M -77,071 -7%
GF
41
Gabelli Funds
New York
$82.6M +$3.28M +39,000 +4%
WHRC
42
W.H. Reaves & Co
New Jersey
$79.7M -$24.9M -295,160 -23%
BTW
43
Boston Trust Walden
Massachusetts
$76.5M -$2.51M -29,862 -3%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$76.2M -$3.83M -45,441 -5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$76.1M +$190K +2,259 +0.2%
First Trust Advisors
46
First Trust Advisors
Illinois
$74.1M +$3.2M +38,012 +4%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$72.5M +$16.2M +192,292 +27%
PAM
48
Panagora Asset Management
Massachusetts
$70.2M +$19.5M +232,173 +36%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.7M -$2.08M -24,728 -3%
UBS Group
50
UBS Group
Switzerland
$61.8M -$15.3M -182,090 -19%

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.