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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
GI
626
Gradient Investments
Minnesota
$99K -$3.65K -42 -3%
BC
627
Bartlett & Co
Ohio
$97K +$38.1K +439 +59%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$96.7K +$38.1K +439 +59%
AssetMark Inc
629
AssetMark Inc
California
$92K -$18.2K -210 -16%
VCM
630
Vigilant Capital Management
Maine
$92K
MSFP
631
Mark Sheptoff Financial Planning
Connecticut
$91K
CI Investments Inc
632
CI Investments Inc
Ontario, Canada
$87K +$2.52K +29 +3%
EL
633
EMFO LLC
Florida
$86K +$91.1K +1,049 New
SC
634
Sawyer & Company
Massachusetts
$84K
NFG
635
Next Financial Group
Texas
$81K -$1.04K -12 -1%
FWM
636
Focused Wealth Management
New York
$81K +$40.5K +467 +89%
WTC
637
WhitTier Trust Company
Nevada
$79K +$1.3K +15 +2%
TFS
638
TrustCore Financial Services
Tennessee
$78K +$82.5K +950 New
TFGT
639
TS Financial Group (TSFG)
Illinois
$75K
CBT
640
CoreFirst Bank & Trust
Kansas
$74K
FHA
641
First Horizon Advisors
Tennessee
$74K +$26.5K +305 +50%
CAL
642
Capital Advisors Ltd
Ohio
$71K
JGIA
643
Jackson Grant Investment Advisers
Connecticut
$71K
PSB
644
Piscataqua Savings Bank
New Hampshire
$71K
SIM
645
Sonora Investment Management
Arizona
$69K +$15.3K +176 +26%
BU
646
BBVA USA
Alabama
$67K -$115K -1,326 -62%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$67K -$4.34K -50 -6%
RE
648
RBC Europe
United Kingdom
$63.9K
CFA
649
Carroll Financial Associates
North Carolina
$60K
PCTC
650
Perkins Coie Trust Company
Washington
$60K

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.