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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
CCM
676
Covington Capital Management
California
$34K
BEI
677
Benjamin Edwards Inc
Missouri
$33K
MCM
678
MV Capital Management
Maryland
$33K +$1.3K +15 +4%
HDIM
679
Hanson & Doremus Investment Management
Vermont
$31K +$32.9K +379 New
ZB
680
Zions Bancorporation
Utah
$29K -$1.04K -12 -3%
FPFS
681
First Personal Financial Services
North Carolina
$29K
VCM
682
Versant Capital Management
Arizona
$29K +$434 +5 +1%
KIG
683
Kowal Investment Group
Wisconsin
$28K +$30.2K +348 New
TFO
684
Tarbox Family Office
California
$26K
PFBT
685
Parkside Financial Bank & Trust
Missouri
$26K +$2.6K +30 +10%
CIA
686
Cascade Investment Advisors
Oregon
$24.5K
CWP
687
Concord Wealth Partners
Virginia
$24K
GLLW
688
Graves Light Lenhart Wealth
Virginia
$23K
MA
689
MCF Advisors
Kentucky
$23K +$434 +5 +2%
BWP
690
Baldwin Wealth Partners
Massachusetts
$22K
FA
691
Financial Advantage
Maryland
$22K
LJHT
692
Laurie J. Hall Trustee
$22K
AP
693
Atwood & Palmer
Missouri
$21K
LC
694
Lindbrook Capital
California
$21K +$1.74K +20 +9%
TFIPS
695
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.4K
AIM
696
Anchor Investment Management
South Carolina
$20.1K
FMTCOCP
697
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
SIC
698
Salem Investment Counselors
North Carolina
$20K
GG
699
Gleason Group
Kentucky
$20K +$174 +2 +0.8%
EARNEST Partners
700
EARNEST Partners
Georgia
$19K

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.