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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
WT
601
Washington Trust
Rhode Island
$153K -$49.1K -566 -23%
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$153K -$19.7K -227 -11%
CFA
603
Cahill Financial Advisors
Minnesota
$153K +$163K +1,875 New
AWM
604
Accel Wealth Management
Iowa
$149K +$781 +9 +0.5%
GRP
605
Global Retirement Partners
California
$147K +$119K +1,371 +323%
PMFA
606
Plante Moran Financial Advisors
Michigan
$145K
IWA
607
IBEX Wealth Advisors
New Jersey
$143K +$152K +1,745 New
HWM
608
Holloway Wealth Management
Florida
$139K
DMBA
609
Deseret Mutual Benefit Administrators
Utah
$137K
SBL
610
Sargent Bickham Lagudis
Colorado
$134K
WBC
611
West Branch Capital
Massachusetts
$133K
Acadian Asset Management
612
Acadian Asset Management
Massachusetts
$127K -$12.3K -142 -8%
LS
613
Leelyn Smith
Illinois
$126K
KTC
614
Kistler-Tiffany Companies
Pennsylvania
$124K +$695 +8 +0.5%
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$121K
ONST
616
Old North State Trust
North Carolina
$119K -$10.2K -118 -8%
CF
617
Centaurus Financial
California
$113K +$120K +1,381 New
JCM
618
Jacobi Capital Management
Pennsylvania
$108K +$11.9K +137 +12%
WB
619
Webster Bank
Connecticut
$107K
AIL
620
AGF Investments LLC
Ontario, Canada
$107K +$21.6K +249 +24%
T
621
TOBAM
France
$103K
PHK
622
Point72 Hong Kong
Hong Kong
$103K +$109K +1,257 New
SWM
623
Selective Wealth Management
Virginia
$102K
RFA
624
Reilly Financial Advisors
California
$102K +$4.86K +56 +5%
MGIM
625
M&G Investment Management
United Kingdom
$100K +$26.1M +300,806 +33%

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.