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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
NP
476
NorthRock Partners
Minnesota
$357K +$37.7K +434 +11%
PCM
477
Parsons Capital Management
Rhode Island
$355K -$4.86K -56 -1%
BAM
478
Blueshift Asset Management
New Jersey
$354K +$376K +4,330 New
AWM
479
Altavista Wealth Management
North Carolina
$352K
QT
480
Quantamental Technologies
New York
$348K +$369K +4,255 New
EF
481
Empirical Finance
Pennsylvania
$346K +$21.4K +246 +6%
GWI
482
Grace & White Inc
New York
$343K
DWM
483
Destination Wealth Management
California
$341K +$2.69K +31 +0.7%
SP
484
Symmetry Partners
Connecticut
$339K
HWM
485
Hemington Wealth Management
Virginia
$336K
CAM
486
Centre Asset Management
New York
$331K
FA
487
FC Advisory
Pennsylvania
$329K +$3.3K +38 +1%
UCFA
488
United Capital Financial Advisors
Texas
$328K +$348K +4,008 New
APC
489
Aspire Private Capital
North Carolina
$322K -$11.6K -134 -3%
AC
490
Apella Capital
Connecticut
$319K -$608 -7 -0.2%
SCA
491
Snowden Capital Advisors
New York
$314K +$28.6K +329 +9%
LNC
492
Lincoln National Corp
Pennsylvania
$313K -$955 -11 -0.3%
MWM
493
Minot Wealth Management
Massachusetts
$312K -$1.48K -17 -0.4%
APW
494
Acima Private Wealth
Virginia
$311K
TC
495
Telemus Capital
Michigan
$307K
TI
496
Tidal Investments
Wisconsin
$307K +$46.6K +537 +17%
FCI
497
Financial Counselors Inc
Kansas
$304K -$22.6K -260 -7%
CG
498
Caprock Group
Idaho
$304K +$48.5K +559 +18%
SSB
499
Sandy Spring Bank
Maryland
$303K -$8.07K -93 -2%
Lazard Asset Management
500
Lazard Asset Management
New York
$301K -$300K -3,456 -48%

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.