Eversource Energy
811 hedge funds and large institutions have $24.9B invested in Eversource Energy in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 255 increasing their positions, 268 reducing their positions, and 61 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
103% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 61
12% more capital invested
Capital invested by funds: $22.1B → $24.9B (+$2.75B)
7% more funds holding
Funds holding: 758 → 811 (+53)
0.83% more ownership
Funds ownership: 79.13% → 79.96% (+0.83%)
5% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 268
16% less call options, than puts
Call options by funds: $18.6M | Put options by funds: $22.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$551M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$194M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$97.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$34.5M |
| 5 |
Amundi
Paris,
France
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$432M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$64.8M |
| 3 |
MGIM
M&G Investment Management
London,
United Kingdom
|
-$61.1M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$44.5M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$30.6M |
ES Hedge Fund Activity: Q4 2021 in Review
811 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2021, worth a combined $24.9B — up 12% from $22.1B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new ES positions and 61 closed out — a net gain of 63 holders — while 255 added to existing stakes and 268 trimmed.
The largest buyer was BlackRock, adding an estimated $551M. The largest seller was Magellan Asset Management, cutting an estimated $432M.
- 811 institutional investors held Eversource Energy (ES) as of Q4 2021, up from 758 in Q3 2021.
- Funds reported $24.9B of Eversource Energy stock for Q4 2021, up 12% quarter-over-quarter.
- 124 funds opened new Eversource Energy positions in Q4 2021 and 61 closed out, a net change of +63 holders.
- The largest Eversource Energy buyer in Q4 2021 was BlackRock, an estimated $551M added.
- The largest Eversource Energy seller in Q4 2021 was Magellan Asset Management, an estimated $432M sold.
Based on aggregated 13F filings for Q4 2021.