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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
DS
526
DRW Securities
Illinois
$280K +$293K +3,484 New
HAG
527
HighPoint Advisor Group
Illinois
$276K -$18.6K -221 -6%
MFA
528
Mayflower Financial Advisors
Massachusetts
$275K -$81.5K -968 -22%
CAM
529
Cozad Asset Management
Illinois
$275K
PRS
530
Pinkerton Retirement Specialists
Idaho
$274K
GIA
531
Gateway Investment Advisers
Ohio
$271K
MIC
532
Means Investment Company
Maine
$271K +$674 +8 +0.2%
T
533
TRUADVICE
Florida
$270K +$5.64K +67 +2%
CBA
534
Coastal Bridge Advisors
Connecticut
$268K -$275K -3,261 -49%
GT
535
Glenview Trust
Kentucky
$265K
Federated Hermes
536
Federated Hermes
Pennsylvania
$263K -$2.69K -32 -1%
ST
537
Smithfield Trust
Pennsylvania
$261K +$3.2K +38 +1%
VAS
538
Vestmark Advisory Solutions
Massachusetts
$260K +$73K +867 +37%
JMF
539
Johnson Midwest Financial
Iowa
$259K
BSW
540
Buckingham Strategic Wealth
Missouri
$258K +$5.05K +60 +2%
TI
541
Tidal Investments
Wisconsin
$258K +$271K +3,220 New
IG
542
ING Group
Netherlands
$257K -$1.64M -19,501 -86%
FAIM
543
Financial Advocates Investment Management
Washington
$257K
FFA
544
Freedman Financial Associates
Massachusetts
$256K -$52K -618 -16%
CA
545
CSM Advisors
Pennsylvania
$256K +$269K +3,195 New
NRA
546
NSI Retail Advisors
Pennsylvania
$256K +$269K +3,195 New
SWM
547
Sculati Wealth Management
Michigan
$254K -$236K -2,801 -47%
OPS
548
Orion Portfolio Solutions
Nebraska
$254K -$25.5K -303 -9%
CG
549
Caprock Group
Idaho
$253K -$65.4K -777 -20%
PCG
550
Private Capital Group
Connecticut
$251K -$5.3K -63 -2%

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.