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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
FMII
626
Farmers & Merchants Investments Inc
Nebraska
$119K +$842 +10 +0.7%
AssetMark Inc
627
AssetMark Inc
California
$107K +$37K +439 +49%
WB
628
Webster Bank
Connecticut
$105K -$5.05K -60 -4%
T
629
TOBAM
France
$102K
SWM
630
Selective Wealth Management
Virginia
$100K
GI
631
Gradient Investments
Minnesota
$100K +$5.05K +60 +5%
RFA
632
Reilly Financial Advisors
California
$96K -$3.79K -45 -4%
JCM
633
Jacobi Capital Management
Pennsylvania
$95K +$84 +1 +0.1%
IP
634
Isthmus Partners
Wisconsin
$91K +$95.7K +1,137 New
VCM
635
Vigilant Capital Management
Maine
$90K
CFO
636
CVA Family Office
Colorado
$89K +$3.37K +40 +4%
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$89K +$6.32K +75 +7%
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$89K +$69.5K +826 +287%
FWM
639
FFT Wealth Management
Pennsylvania
$89K +$93.9K +1,115 New
AIL
640
AGF Investments LLC
Ontario, Canada
$85K +$72K +855 +425%
EAM
641
Exos Asset Management
New York
$84K +$88.2K +1,047 New
SC
642
Sawyer & Company
Massachusetts
$83K
CI Investments Inc
643
CI Investments Inc
Ontario, Canada
$83K +$8.5K +101 +11%
NFG
644
Next Financial Group
Texas
$80K +$84 +1 +0.1%
WTC
645
WhitTier Trust Company
Nevada
$77K +$26.2K +311 +48%
TFGT
646
TS Financial Group (TSFG)
Illinois
$74K
MGIM
647
M&G Investment Management
United Kingdom
$73.8K +$77.6M +922,005 New
CBT
648
CoreFirst Bank & Trust
Kansas
$73K
CAL
649
Capital Advisors Ltd
Ohio
$70K
JGIA
650
Jackson Grant Investment Advisers
Connecticut
$70K

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.