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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
ORIO
51
Old Republic International (ORI)
Illinois
$60.1M +$35.6M +410,000 +126%
BG
52
Bahl & Gaynor
Ohio
$59.9M -$8.07K -93 -0%
Royal London Asset Management
53
Royal London Asset Management
United Kingdom
$59.8M +$27.2M +313,178 +75%
PCA
54
Personal Capital Advisors
California
$59.4M +$5.55M +63,948 +10%
Goldman Sachs
55
Goldman Sachs
New York
$57.4M -$2.06M -23,739 -3%
CS
56
Credit Suisse
Switzerland
$54.4M +$1.17M +13,444 +2%
Macquarie Group
57
Macquarie Group
Australia
$53.5M -$807K -9,299 -1%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$52.1M -$632K -7,276 -1%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$51.8M +$50.3M +579,755 +1,077%
Jennison Associates
60
Jennison Associates
New York
$49.8M +$778K +8,957 +1%
Barclays
61
Barclays
United Kingdom
$49.6M +$2.1M +24,185 +4%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$49.6M -$12M -138,229 -19%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$48.6M -$13.5M -155,498 -21%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$47.7M -$400K -4,601 -0.8%
Baillie Gifford & Co
65
Baillie Gifford & Co
United Kingdom
$46.9M +$266K +3,061 +0.5%
ClearBridge Investments
66
ClearBridge Investments
New York
$45.5M -$216K -2,492 -0.4%
National Pension Service
67
National Pension Service
South Korea
$45.2M -$541K -6,229 -1%
Nomura Asset Management
68
Nomura Asset Management
Japan
$45M +$16.1M +185,529 +51%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$44.8M +$5.19M +59,732 +12%
AllianceBernstein
70
AllianceBernstein
Tennessee
$39.2M +$944K +10,867 +2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$37.7M -$1.52M -17,545 -4%
Swedbank
72
Swedbank
Sweden
$35.7M -$5.18M -59,624 -12%
ACI
73
AMP Capital Investors
Australia
$35.7M +$346K +3,989 +0.9%
JP Morgan Chase
74
JP Morgan Chase
New York
$34M +$5.33M +61,423 +17%
Citigroup
75
Citigroup
New York
$33.9M +$8.82M +101,579 +32%

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.