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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
TIM
676
Tortoise Investment Management
New York
$39K -$110K -1,312 -73%
PWP
677
Personal Wealth Partners
Minnesota
$39K +$40.8K +484 New
TCM
678
Tradewinds Capital Management
Washington
$38K +$39.7K +472 New
BWL
679
Bogart Wealth LLC
Virginia
$37K
LSA
680
Lion Street Advisors
Texas
$34K +$35.7K +424 New
GRP
681
Global Retirement Partners
California
$34K +$505 +6 +1%
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$2.86K -34 -8%
BEI
683
Benjamin Edwards Inc
Missouri
$33K
CCM
684
Covington Capital Management
California
$33K
LAS
685
Lloyd Advisory Services
Georgia
$33K +$3.62K +43 +12%
HS
686
Horan Securities
United States
$32K +$2.27K +27 +7%
AWM
687
AllSquare Wealth Management
New York
$31K
MCM
688
MV Capital Management
Maryland
$31K +$2.1K +25 +7%
BCA
689
Berman Capital Advisors
Georgia
$30K +$2.78K +33 +9%
ZB
690
Zions Bancorporation
Utah
$29K
FPFS
691
First Personal Financial Services
North Carolina
$28K
VCM
692
Versant Capital Management
Arizona
$28K
TFO
693
Tarbox Family Office
California
$26K
CIA
694
Cascade Investment Advisors
Oregon
$24.1K
CWP
695
Concord Wealth Partners
Virginia
$24K -$253 -3 -1%
BWA
696
BDO Wealth Advisors
Florida
$24K
PFPT
697
Pinnacle Financial Partners (Tennessee)
Tennessee
$24K +$25K +297 New
PWA
698
Pinnacle Wealth Advisors
Tennessee
$24K +$25K +297 New
Loomis, Sayles & Company
699
Loomis, Sayles & Company
Massachusetts
$23K +$842 +10 +4%
PFBT
700
Parkside Financial Bank & Trust
Missouri
$23K +$1.94K +23 +9%

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.