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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
CI
651
CX Institutional
Indiana
$60K +$1.3K +15 +2%
CT
652
Caldwell Trust
Florida
$59.7K
CFO
653
CVA Family Office
Colorado
$58K -$36.5K -420 -38%
PA
654
PSI Advisors
Florida
$57K +$60.8K +700 New
RVM
655
Robinson Value Management
Texas
$54K +$57K +656 New
AA
656
Addison Advisors
Vermont
$53K
DWP
657
Destiny Wealth Partners
Florida
$50K +$52.8K +608 New
HWA
658
Heritage Wealth Advisors
Virginia
$49.1K
BHWM
659
Bay Harbor Wealth Management
Maryland
$48K -$347 -4 -0.7%
TWM
660
Tradition Wealth Management
Minnesota
$47K
CHC
661
City Holding Co
West Virginia
$44K
DAM
662
Delta Asset Management
Tennessee
$43K
LAS
663
Lloyd Advisory Services
Georgia
$42K +$8.42K +97 +23%
BCA
664
Berman Capital Advisors
Georgia
$42K +$11.9K +137 +36%
CCM
665
Cribstone Capital Management
Maine
$41K -$8.68K -100 -17%
RCA
666
Ranch Capital Advisors
Florida
$41K +$21K +242 +92%
TIM
667
Tortoise Investment Management
New York
$40K
TAM
668
Tucker Asset Management
Colorado
$39.4K +$40.3K +464 New
TCM
669
Tradewinds Capital Management
Washington
$39K
AWM
670
AllSquare Wealth Management
New York
$38K +$6.86K +79 +21%
BWL
671
Bogart Wealth LLC
Virginia
$37K
Loomis, Sayles & Company
672
Loomis, Sayles & Company
Massachusetts
$36K +$13.5K +156 +54%
GIA
673
Goodwin Investment Advisory
Georgia
$36K +$38K +438 New
KFS
674
Kelly Financial Services
Massachusetts
$35.4K -$2.95M -34,020 -99%
RTL
675
Red Tortoise LLC
Georgia
$35K +$38.7K +446 New

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.