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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
BMC
551
Beaton Management Company
Massachusetts
$241K
FAT
552
First American Trust
California
$240K
SAM
553
Strategy Asset Managers
California
$240K +$1.74K +20 +0.7%
TF
554
TimeScale Financial
Massachusetts
$238K -$84.7K -976 -25%
GVAG
555
Great Valley Advisor Group
Delaware
$236K -$95.3K -1,097 -28%
NDSI
556
Newman Dignan & Sheerar Inc
Rhode Island
$236K +$87 +1 +0%
MIP
557
Mondrian Investment Partners
United Kingdom
$236K +$251K +2,890 New
SWM
558
SeaCrest Wealth Management
New York
$234K -$1.74K -20 -0.7%
IC
559
IEQ Capital
California
$231K +$245K +2,823 New
RWP
560
RWA Wealth Partners
Massachusetts
$230K
MMA
561
Miracle Mile Advisors
California
$225K
CIAS
562
Capital Investment Advisory Services
North Carolina
$224K +$434 +5 +0.2%
YIA
563
YHB Investment Advisors
Connecticut
$223K -$30.7K -354 -12%
MSFS
564
Main Street Financial Solutions
Pennsylvania
$222K +$18.2K +210 +8%
PFO
565
Pathstone Family Office
New Jersey
$218K -$521 -6 -0.2%
IP
566
Investment Partners
Ohio
$217K +$1.48K +17 +0.6%
AWA
567
Arkadios Wealth Advisors
Georgia
$216K -$3.82K -44 -2%
FFG
568
Ford Financial Group
California
$216K
SS
569
Simplicity Solutions
Minnesota
$214K +$228K +2,623 New
AUB
570
Atlantic Union Bankshares
Virginia
$213K -$4.34K -50 -2%
GP
571
Girard Partners
Pennsylvania
$213K
BC
572
Burney Company
Virginia
$207K
Two Sigma Investments
573
Two Sigma Investments
New York
$206K -$773K -8,908 -78%
WFI
574
West Family Investments
California
$206K +$218K +2,514 New
BIP
575
Blueprint Investment Partners
North Carolina
$206K +$219K +2,522 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.