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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
DPIM
26
Duff & Phelps Investment Management
Illinois
$141M -$1.77M -20,410 -1%
Principal Financial Group
27
Principal Financial Group
Iowa
$140M -$601K -6,927 -0.4%
APG Asset Management
28
APG Asset Management
Netherlands
$139M -$14.6M -168,254 -8%
Morgan Stanley
29
Morgan Stanley
New York
$135M +$4.84M +55,720 +3%
NIPH
30
NN Investment Partners Holdings
Netherlands
$132M -$5.73M -65,956 -4%
Amundi
31
Amundi
France
$123M +$9.51M +109,468 +8%
Ensign Peak Advisors
32
Ensign Peak Advisors
Utah
$114M -$7.81M -89,916 -6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$111M -$3.28M -37,800 -3%
PPA
34
Parametric Portfolio Associates
Washington
$107M +$26.6K +306 +0%
N
35
Nuveen
North Carolina
$105M -$36.4M -418,821 -25%
Canada Life
36
Canada Life
Manitoba, Canada
$90.9M +$4.19M +48,285 +5%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$85.4M +$297K +3,415 +0.3%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$84.6M -$4.24M -48,813 -5%
GF
39
Gabelli Funds
New York
$84.3M +$208K +2,400 +0.2%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$81.7M -$243K -2,795 -0.3%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$80.7M -$18.8M -216,124 -18%
WHRC
42
W.H. Reaves & Co
New Jersey
$80.2M -$1.09M -12,536 -1%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$79.7M +$2.17M +25,048 +3%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$78.5M +$1M +11,572 +1%
BTW
45
Boston Trust Walden
Massachusetts
$75.6M -$2.54M -29,283 -3%
First Trust Advisors
46
First Trust Advisors
Illinois
$73M -$2.66M -30,665 -3%
PAM
47
Panagora Asset Management
Massachusetts
$71.5M +$10.5K +121 +0%
UBS Group
48
UBS Group
Switzerland
$70.4M +$7.86M +90,527 +12%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.7M +$778K +8,962 +1%
Aviva
50
Aviva
United Kingdom
$62.8M +$2.95M +33,939 +5%

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.