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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
JIC
576
Johnson Investment Counsel
Ohio
$204K +$217K +2,501 New
BOS
577
Bank of Stockton
California
$203K +$216K +2,490 New
AG
578
AlphaSimPlex Group
Massachusetts
$201K -$214K -2,462 -50%
GWS
579
Glassman Wealth Services
Virginia
$201K +$1.91K +22 +0.9%
Members Trust
580
Members Trust
Florida
$200K -$6.08K -70 -3%
SOAMC
581
Spirit of America Management Corp
New York
$200K
SC
582
Steph & Co
Wisconsin
$191K
COCM
583
Charter Oak Capital Management
New Hampshire
$190K -$7.12K -82 -3%
HR
584
Howe & Rusling
New York
$185K -$5.9K -68 -3%
WPA
585
West Paces Advisors
Georgia
$183K +$22.1K +255 +13%
MA
586
Montag & Associates
Georgia
$180K
AF
587
Advisornet Financial
Minnesota
$173K +$53.1K +612 +41%
HI
588
Harbour Investments
Wisconsin
$171K -$3.91K -45 -2%
MAM
589
Meeder Asset Management
Ohio
$171K +$1.04K +12 +0.6%
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$169K
TF
591
Tompkins Financial
New York
$169K +$179K +2,065 New
BWM
592
BerganKDV Wealth Management
Minnesota
$168K
LAM
593
Lountzis Asset Management
Pennsylvania
$168K
Jones Financial Companies
594
Jones Financial Companies
Missouri
$158K -$1.48K -17 -0.9%
HFS
595
Hantz Financial Services
Michigan
$157K +$29.8K +343 +22%
OC
596
Oakworth Capital
Alabama
$156K
OSAM
597
O'Shaughnessy Asset Management
Connecticut
$156K +$68.9K +794 +71%
BFEC
598
Benjamin F. Edwards & Company
Missouri
$154K -$6.6K -76 -4%
EWM
599
Endurance Wealth Management
Rhode Island
$154K
Simplex Trading
600
Simplex Trading
Illinois
$154K

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.