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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
ADL
726
Asset Dedication LLC
California
$13K +$8.42K +100 +154%
CCA
727
Column Capital Advisors
Indiana
$13K +$8.42K +100 +147%
SWG
728
Summit Wealth Group
Vermont
$12K
IF
729
Ironwood Financial
Arizona
$12K +$4.88K +58 +67%
AIG
730
American International Group
New York
$11.5K -$234K -2,774 -2%
JWA
731
JFS Wealth Advisors
Pennsylvania
$11K
CP
732
Castleview Partners
Texas
$11K +$11.4K +135 New
IRC
733
Investors Research Corp
Georgia
$10K
NSB
734
Norway Savings Bank
Maine
$9K
RA
735
Resolute Advisors
California
$9K
RIM
736
Rockbridge Investment Management
New York
$9K
SCA
737
Stuart Chaussee & Associates
California
$9K
TC
738
Truvestments Capital
Florida
$9K
SFSIG
739
San Francisco Sentry Investment Group
California
$9K +$3.37K +40 +53%
GEA
740
Glen Eagle Advisors
New Jersey
$8.02K -$17.9K -212 -68%
PWMG
741
Prestige Wealth Management Group
New Jersey
$8K
EI
742
Ellevest Inc
New York
$6K -$44.2K -525 -87%
FCA
743
FinTrust Capital Advisors
South Carolina
$6K
SA
744
SRH Advisors
Kansas
$6K
EWM
745
Evermay Wealth Management
Virginia
$6K +$5.89K +70 New
CA
746
Clearstead Advisors
Ohio
$6K +$6.48K +77 New
SWA
747
Sutton Wealth Advisors
Florida
$5.38K
PG
748
Proffitt & Goodson
Tennessee
$5K
SWA
749
SOA Wealth Advisors
New York
$5K +$1.26K +15 +26%
AP
750
Arlington Partners
Alabama
$4K

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.