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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
Bank Julius Baer & Co
601
Bank Julius Baer & Co
Switzerland
$168K +$8.5K +101 +5%
MAM
602
Meeder Asset Management
Ohio
$167K +$22.7K +270 +15%
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$166K -$158K -1,873 -48%
BWM
604
BerganKDV Wealth Management
Minnesota
$164K
LAM
605
Lountzis Asset Management
Pennsylvania
$164K
WPA
606
West Paces Advisors
Georgia
$160K -$1.09K -13 -0.6%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$157K -$44K -522 -21%
Jones Financial Companies
608
Jones Financial Companies
Missouri
$156K -$66.8K -793 -29%
Simplex Trading
609
Simplex Trading
Illinois
$155K -$70.1K -833 -30%
OC
610
Oakworth Capital
Alabama
$153K
EWM
611
Endurance Wealth Management
Rhode Island
$151K
AWM
612
Accel Wealth Management
Iowa
$146K +$758 +9 +0.5%
PMFA
613
Plante Moran Financial Advisors
Michigan
$142K -$1.52K -18 -1%
GA
614
GoalVest Advisory
New York
$138K
Acadian Asset Management
615
Acadian Asset Management
Massachusetts
$137K
HWM
616
Holloway Wealth Management
Florida
$136K
DMBA
617
Deseret Mutual Benefit Administrators
Utah
$135K +$141K +1,680 New
SBL
618
Sargent Bickham Lagudis
Colorado
$131K
WBC
619
West Branch Capital
Massachusetts
$131K +$137K +1,628 New
HFS
620
Hantz Financial Services
Michigan
$127K +$20.4K +242 +18%
ONST
621
Old North State Trust
North Carolina
$126K -$5.89K -70 -4%
LS
622
Leelyn Smith
Illinois
$124K
ASN
623
Advisory Services Network
Georgia
$123K +$129K +1,527 New
KTC
624
Kistler-Tiffany Companies
Pennsylvania
$121K +$674 +8 +0.5%
AF
625
Advisornet Financial
Minnesota
$121K +$842 +10 +0.7%

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.