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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
PSB
651
Piscataqua Savings Bank
New Hampshire
$70K
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$70K +$5.3K +63 +8%
AS
653
Altshuler Shaham
Israel
$67K +$70.6K +838 New
BFA
654
Brendel Financial Advisors
New Hampshire
$63K +$66.3K +787 New
RE
655
RBC Europe
United Kingdom
$62.7K
BC
656
Bartlett & Co
Ohio
$60K
BCWM
657
Bartlett & Co Wealth Management
Ohio
$59.7K
PCTC
658
Perkins Coie Trust Company
Washington
$59K
CFA
659
Carroll Financial Associates
North Carolina
$59K +$168 +2 +0.3%
CT
660
Caldwell Trust
Florida
$58.6K
CI
661
CX Institutional
Indiana
$57K +$21.2K +252 +54%
SIM
662
Sonora Investment Management
Arizona
$54K +$10.1K +120 +22%
EWM
663
Elmwood Wealth Management
California
$53K
AA
664
Addison Advisors
Vermont
$52K +$54.5K +647 New
HWA
665
Heritage Wealth Advisors
Virginia
$48.1K
CCM
666
Cribstone Capital Management
Maine
$48K
MHR
667
Matthew Hamilton Rosenberg
$48K
BHWM
668
Bay Harbor Wealth Management
Maryland
$48K +$589 +7 +1%
FHA
669
First Horizon Advisors
Tennessee
$48K +$36.8K +437 +247%
TWM
670
Tradition Wealth Management
Minnesota
$46K
FI
671
FormulaFolio Investments
Michigan
$45K +$2.27K +27 +5%
GM
672
GeoWealth Management
Illinois
$44K +$46.5K +552 New
CHC
673
City Holding Co
West Virginia
$43K
DAM
674
Delta Asset Management
Tennessee
$43K +$4.71K +56 +12%
FWM
675
Focused Wealth Management
New York
$42K

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.