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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
CIAS
576
Capital Investment Advisory Services
North Carolina
$220K
CAM
577
Cresset Asset Management
Illinois
$218K -$32.8K -389 -13%
AWA
578
Arkadios Wealth Advisors
Georgia
$216K +$109K +1,290 +92%
PFO
579
Pathstone Family Office
New Jersey
$215K +$226K +2,682 New
AUB
580
Atlantic Union Bankshares
Virginia
$213K -$4.21K -50 -2%
IP
581
Investment Partners
Ohio
$212K +$1.43K +17 +0.6%
ABC
582
Associated Banc-Corp
Wisconsin
$211K -$45.5K -540 -17%
FFG
583
Ford Financial Group
California
$211K
Two Sigma Advisers
584
Two Sigma Advisers
New York
$209K -$4.4M -52,300 -95%
GP
585
Girard Partners
Pennsylvania
$209K -$40.1K -476 -15%
NIM
586
NuWave Investment Management
New Jersey
$205K +$215K +2,551 New
TMAM
587
Tokio Marine Asset Management
Japan
$205K +$216K +2,561 New
BC
588
Burney Company
Virginia
$203K
Members Trust
589
Members Trust
Florida
$201K +$5.89K +70 +3%
MSFS
590
Main Street Financial Solutions
Pennsylvania
$201K +$11.8K +140 +6%
WT
591
Washington Trust
Rhode Island
$197K -$1.01K -12 -0.5%
SOAMC
592
Spirit of America Management Corp
New York
$197K
GWS
593
Glassman Wealth Services
Virginia
$196K +$2.61K +31 +1%
COCM
594
Charter Oak Capital Management
New Hampshire
$193K +$253 +3 +0.1%
HR
595
Howe & Rusling
New York
$187K -$758 -9 -0.4%
SC
596
Steph & Co
Wisconsin
$187K
BWM
597
Baystate Wealth Management
Massachusetts
$180K +$3.54K +42 +2%
MA
598
Montag & Associates
Georgia
$177K
BU
599
BBVA USA
Alabama
$173K +$181K +2,147 New
HI
600
Harbour Investments
Wisconsin
$171K -$5.05K -60 -3%

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.