We are live on ! Find out more
ES icon

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
FP
701
Financial Perspectives
Minnesota
$17.2K
M
702
MOTCO
Texas
$17K
ADL
703
Asset Dedication LLC
California
$17K +$4.17K +48 +29%
NSIM
704
North Star Investment Management
Illinois
$16K
VNA
705
Valley National Advisers
Pennsylvania
$16K
HFM
706
Hartford Financial Management
Connecticut
$15K
MCM
707
Manchester Capital Management
Vermont
$15K +$695 +8 +4%
GKWIM
708
Gerber Kawasaki Wealth & Investment Management
California
$15K +$16.1K +185 New
GM
709
GeoWealth Management
Illinois
$14K -$32.6K -376 -68%
AA
710
Ancora Advisors
Ohio
$14K
CWC
711
Carolinas Wealth Consulting
North Carolina
$14K
CCA
712
Column Capital Advisors
Indiana
$14K
IF
713
Ironwood Financial
Arizona
$12K
EI
714
Ellevest Inc
New York
$12K +$6.08K +70 +92%
IRC
715
Investors Research Corp
Georgia
$11K
JWA
716
JFS Wealth Advisors
Pennsylvania
$11K
NSB
717
Norway Savings Bank
Maine
$10K
CPC
718
Consolidated Planning Corp
Georgia
$10K +$10.8K +124 New
RA
719
Resolute Advisors
California
$9K
RIM
720
Rockbridge Investment Management
New York
$9K
SCA
721
Stuart Chaussee & Associates
California
$9K
TC
722
Truvestments Capital
Florida
$9K
GEA
723
Glen Eagle Advisors
New Jersey
$8.18K
PWMG
724
Prestige Wealth Management Group
New Jersey
$8K
FCA
725
FinTrust Capital Advisors
South Carolina
$6K

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.