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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
HWM
501
Hemington Wealth Management
Virginia
$330K
APC
502
Aspire Private Capital
North Carolina
$326K +$110K +1,301 +47%
SW
503
SVB Wealth
Massachusetts
$324K +$31.7K +376 +10%
SP
504
Symmetry Partners
Connecticut
$321K
FA
505
FC Advisory
Pennsylvania
$320K -$98.3K -1,167 -23%
FCI
506
Financial Counselors Inc
Kansas
$320K -$5.89K -70 -2%
EF
507
Empirical Finance
Pennsylvania
$320K +$53.4K +634 +19%
GVAG
508
Great Valley Advisor Group
Delaware
$320K +$58.8K +698 +21%
MWM
509
Minot Wealth Management
Massachusetts
$318K +$3.2K +38 +1%
NP
510
NorthRock Partners
Minnesota
$316K +$31K +368 +10%
AC
511
Apella Capital
Connecticut
$313K +$39.4K +468 +14%
TF
512
TimeScale Financial
Massachusetts
$311K +$1.94K +23 +0.6%
LNC
513
Lincoln National Corp
Pennsylvania
$308K -$6.82K -81 -2%
APW
514
Acima Private Wealth
Virginia
$305K
SSB
515
Sandy Spring Bank
Maryland
$305K +$29.5K +350 +10%
TC
516
Telemus Capital
Michigan
$301K
Caisse de Depot et Placement du Quebec (CDPQ)
517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$297K -$3.37M -39,980 -92%
CAM
518
Centre Asset Management
New York
$296K -$31.2K -370 -9%
SIM
519
Sentry Investment Management
Wisconsin
$295K
MCM
520
MAI Capital Management
Ohio
$290K -$34.4K -408 -10%
GWM
521
Geneos Wealth Management
Colorado
$286K -$33.1K -393 -10%
HPC
522
HM Payson & Co
Maine
$282K -$2.1K -25 -0.7%
SCA
523
Snowden Capital Advisors
New York
$281K +$295K +3,508 New
TBA
524
Tower Bridge Advisors
Pennsylvania
$281K
WIC
525
Wilkins Investment Counsel
Massachusetts
$281K

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.