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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
GWM
501
Geneos Wealth Management
Colorado
$301K +$12.2K +141 +4%
PAMP
502
Polar Asset Management Partners
Ontario, Canada
$296K -$196K -2,252 -38%
IA
503
IFP Advisors
Florida
$296K -$75.7K -872 -19%
MCM
504
MAI Capital Management
Ohio
$295K -$521 -6 -0.2%
CAM
505
Cresset Asset Management
Illinois
$293K +$75.8K +873 +32%
BAM
506
Berkshire Asset Management
Pennsylvania
$292K +$50.2K +578 +19%
S
507
SignatureFD
Georgia
$288K +$62.4K +719 +26%
CI
508
Conning Inc
Connecticut
$287K -$53K -610 -15%
TBA
509
Tower Bridge Advisors
Pennsylvania
$286K
WIC
510
Wilkins Investment Counsel
Massachusetts
$286K
MFA
511
Mayflower Financial Advisors
Massachusetts
$285K -$10.2K -117 -3%
ZIM
512
Zacks Investment Management
Illinois
$281K -$332K -3,824 -53%
CAM
513
Cozad Asset Management
Illinois
$281K
HPC
514
HM Payson & Co
Maine
$279K -$8.68K -100 -3%
PRS
515
Pinkerton Retirement Specialists
Idaho
$279K -$347 -4 -0.1%
Bessemer Group
516
Bessemer Group
New Jersey
$277K -$72.9K -840 -20%
MIC
517
Means Investment Company
Maine
$277K +$781 +9 +0.3%
QCG
518
Quadrant Capital Group
Ohio
$274K +$30K +345 +11%
CBA
519
Coastal Bridge Advisors
Connecticut
$273K
FAIM
520
Financial Advocates Investment Management
Washington
$272K +$10.7K +123 +4%
GT
521
Glenview Trust
Kentucky
$270K
TMAM
522
Tokio Marine Asset Management
Japan
$268K +$62.8K +723 +28%
Brown Advisory
523
Brown Advisory
Maryland
$267K -$291K -3,351 -51%
VAS
524
Vestmark Advisory Solutions
Massachusetts
$267K +$2.78K +32 +1%
ST
525
Smithfield Trust
Pennsylvania
$266K

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.