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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
FCH
476
Freestone Capital Holdings
Washington
$372K +$16.3K +194 +4%
MFS
477
Mirabella Financial Services
United Kingdom
$369K -$510K -6,062 -57%
CCA
478
Checchi Capital Advisers
California
$368K -$5.47K -65 -1%
RJT
479
Raymond James Trust
Florida
$364K +$1.18K +14 +0.3%
GT
480
Greenleaf Trust
Michigan
$363K -$73.9K -878 -16%
IA
481
IFP Advisors
Florida
$361K -$272K -3,231 -42%
FNBT
482
FineMark National Bank & Trust
Florida
$361K
CST
483
Charles Schwab Trust
Nevada
$361K +$379K +4,500 New
AAS
484
Avantax Advisory Services
Texas
$360K -$61K -724 -14%
HWMG
485
Hurlow Wealth Management Group
Indiana
$360K
BB
486
Berkshire Bank
Massachusetts
$357K
SC
487
Savant Capital
Illinois
$356K -$5.22K -62 -1%
MAFM
488
Mid Atlantic Financial Management
Pennsylvania
$354K +$20.1K +239 +6%
PCM
489
Parsons Capital Management
Rhode Island
$353K
FRM
490
Fox Run Management
Connecticut
$353K +$371K +4,402 New
MHIC
491
Marble Harbor Investment Counsel
Massachusetts
$350K
AWM
492
Altavista Wealth Management
North Carolina
$346K
FTDI
493
First Trust Direct Indexing
Massachusetts
$345K +$131K +1,554 +56%
CA
494
Calton & Associates
Florida
$341K -$86K -1,021 -19%
KPW
495
Kore Private Wealth
New York
$340K -$33.9K -403 -9%
Bessemer Group
496
Bessemer Group
New Jersey
$340K +$94.1K +1,117 +36%
GWI
497
Grace & White Inc
New York
$337K
PA
498
Parallel Advisors
California
$334K -$26.9K -320 -7%
DWM
499
Destination Wealth Management
California
$332K -$39.6K -470 -10%
CI
500
Conning Inc
Connecticut
$331K -$33.8K -402 -9%

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.