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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
SA
726
SRH Advisors
Kansas
$6K
SC
727
Solstein Capital
California
$6K +$5.99K +69 New
BIA
728
Bell Investment Advisors
California
$6K +$6.17K +71 New
SWA
729
Sutton Wealth Advisors
Florida
$5.48K
PG
730
Proffitt & Goodson
Tennessee
$5K
SWA
731
SOA Wealth Advisors
New York
$5K
EBA
732
Eagle Bay Advisors
New York
$5K +$1.22K +14 +30%
CA
733
Clearstead Advisors
Ohio
$4K -$2.78K -32 -42%
APWA
734
Atlas Private Wealth Advisors
New Jersey
$4K
EWA
735
Evolution Wealth Advisors
Florida
$4K
Nisa Investment Advisors
736
Nisa Investment Advisors
Missouri
$3.62K +$738K +8,500 +24%
BFC
737
Bedel Financial Consulting
Indiana
$3K
ME
738
McIlrath & Eck
Washington
$3K
NFSG
739
Newbridge Financial Services Group
Florida
$3K
TJHA
740
Thomas J. Herzfeld Advisors
Florida
$3K
WAS
741
Winch Advisory Services
Wisconsin
$3K
ODG
742
O'Dell Group
Ohio
$3K +$3.13K +36 New
ACM
743
AUA Capital Management
Pennsylvania
$2K
DWA
744
Delos Wealth Advisors
Texas
$2K
FPS
745
Fieldpoint Private Securities
Connecticut
$2K
FMP
746
Financial Management Professionals
Texas
$2K
PP
747
Pacifica Partners
Canada
$2K
TCM
748
TD Capital Management
Tennessee
$2K
ACA
749
Atlas Capital Advisors
Wyoming
$1.23K
ANBT
750
American National Bank & Trust
Texas
$1K

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.