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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
AFG
551
Albion Financial Group
Utah
$248K +$260K +3,092 New
CA
552
Continuum Advisory
Idaho
$248K +$261K +3,094 New
AWP
553
Abacus Wealth Partners
California
$248K +$926 +11 +0.4%
YIA
554
YHB Investment Advisors
Connecticut
$247K
CWM
555
Cadence Wealth Management
Massachusetts
$244K
CFFP
556
Center for Financial Planning
Michigan
$244K
1SB
557
1ST Source Bank
Indiana
$242K +$3.96K +47 +2%
BAM
558
Berkshire Asset Management
Pennsylvania
$241K -$253 -3 -0.1%
QCG
559
Quadrant Capital Group
Ohio
$241K +$17.7K +210 +8%
WC
560
Woodstock Corp
Massachusetts
$240K
Group One Trading
561
Group One Trading
Illinois
$240K +$252K +2,990 New
PPW
562
Parcion Private Wealth
Washington
$238K
EWA
563
EP Wealth Advisors
California
$238K +$35.9K +426 +17%
CG
564
Colony Group
Massachusetts
$237K -$536K -6,369 -68%
BMC
565
Beaton Management Company
Massachusetts
$237K
FAT
566
First American Trust
California
$235K
GCP
567
GSA Capital Partners
United Kingdom
$235K +$42.7K +507 +21%
CIBC World Market
568
CIBC World Market
Ontario, Canada
$234K +$32.5K +386 +15%
SAM
569
Strategy Asset Managers
California
$233K +$46.3K +550 +23%
NDSI
570
Newman Dignan & Sheerar Inc
Rhode Island
$232K +$168 +2 +0.1%
OCG
571
Opus Capital Group
Ohio
$232K +$244K +2,893 New
SWM
572
SeaCrest Wealth Management
New York
$231K -$674 -8 -0.3%
RWP
573
RWA Wealth Partners
Massachusetts
$225K
S
574
SignatureFD
Georgia
$225K +$16.8K +200 +8%
MMA
575
Miracle Mile Advisors
California
$221K

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.