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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
PPW
526
Parcion Private Wealth
Washington
$266K +$10.9K +126 +4%
FTDI
527
First Trust Direct Indexing
Massachusetts
$265K -$92.8K -1,069 -25%
PCG
528
Private Capital Group
Connecticut
$265K +$9.64K +111 +4%
CA
529
Calton & Associates
Florida
$264K -$89.6K -1,032 -24%
JMF
530
Johnson Midwest Financial
Iowa
$264K
SIM
531
Sentry Investment Management
Wisconsin
$263K -$40.7K -469 -13%
GIA
532
Gateway Investment Advisers
Ohio
$262K -$15K -173 -5%
Federated Hermes
533
Federated Hermes
Pennsylvania
$262K -$6.42K -74 -2%
CIBC World Market
534
CIBC World Market
Ontario, Canada
$262K +$25.3K +291 +10%
BSW
535
Buckingham Strategic Wealth
Missouri
$261K -$1.91K -22 -0.7%
CA
536
CSM Advisors
Pennsylvania
$261K
FFA
537
Freedman Financial Associates
Massachusetts
$261K
NRA
538
NSI Retail Advisors
Pennsylvania
$261K
HAG
539
HighPoint Advisor Group
Illinois
$260K -$22.4K -258 -8%
SWM
540
Sculati Wealth Management
Michigan
$259K
MSA
541
Marino Stram & Associates
Massachusetts
$258K +$274K +3,151 New
AFG
542
Albion Financial Group
Utah
$253K
CWM
543
Cadence Wealth Management
Massachusetts
$249K
CFFP
544
Center for Financial Planning
Michigan
$249K
AWP
545
Abacus Wealth Partners
California
$248K -$4.69K -54 -2%
GCP
546
GSA Capital Partners
United Kingdom
$246K +$7.03K +81 +3%
WC
547
Woodstock Corp
Massachusetts
$244K
CA
548
Continuum Advisory
Idaho
$242K -$11.7K -135 -4%
CG
549
Colony Group
Massachusetts
$242K +$1.04K +12 +0.4%
MCM
550
Mainstay Capital Management
Michigan
$242K +$257K +2,958 New

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.