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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
APWA
751
Atlas Private Wealth Advisors
New Jersey
$4K
EWA
752
Evolution Wealth Advisors
Florida
$4K
EBA
753
Eagle Bay Advisors
New York
$4K +$3.87K +46 New
BFC
754
Bedel Financial Consulting
Indiana
$3K
ME
755
McIlrath & Eck
Washington
$3K
NFSG
756
Newbridge Financial Services Group
Florida
$3K
WAS
757
Winch Advisory Services
Wisconsin
$3K
TJHA
758
Thomas J. Herzfeld Advisors
Florida
$3K +$1.09K +13 +48%
Nisa Investment Advisors
759
Nisa Investment Advisors
Missouri
$2.87K -$1.84M -21,836 -38%
FPS
760
Fieldpoint Private Securities
Connecticut
$2K
FMP
761
Financial Management Professionals
Texas
$2K
PP
762
Pacifica Partners
Canada
$2K
TCM
763
TD Capital Management
Tennessee
$2K
ACM
764
AUA Capital Management
Pennsylvania
$2K +$758 +9 +47%
DWA
765
Delos Wealth Advisors
Texas
$2K +$2.36K +28 New
ACA
766
Atlas Capital Advisors
Wyoming
$1.2K -$8.17K -97 -87%
ANBT
767
American National Bank & Trust
Texas
$1K
HIA
768
Harbor Investment Advisory
Maryland
$1K
SFO
769
Standard Family Office
South Dakota
$1K
RDWM
770
Red Door Wealth Management
Tennessee
$1K +$1.52K +18 New
MF
771
Magnetar Financial
Illinois
$284 +$298K +3,542 New
BBHC
772
Brown Brothers Harriman & Co
New York
$29 -$1.68K -20 -5%
WIM
773
Westside Investment Management
California
$10
MSE
774
MUFG Securities EMEA
United Kingdom
-$7.1M -82,000 Closed
CCM
775
Cinctive Capital Management
New York
-$6.89M -79,521 Closed

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.