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Eversource Energy
ES

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
811
Holders Change
+53
Holders Change %
+6.99%
% of All Funds
12.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
124
Increased
255
Reduced
268
Closed
61
Calls
$18.6M
Puts
$22.2M
Net Calls
-$3.58M
Net Calls Change
+$1.79M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$551M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$194M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$97.1M
4
State Street
State Street
Massachusetts
+$34.5M
5
Amundi
Amundi
France
+$29.1M

Top Sellers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
-$432M
2
Deutsche Bank
Deutsche Bank
Germany
-$64.8M
3
MGIM
M&G Investment Management
United Kingdom
-$61.1M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$44.5M
5
ACI
AMP Capital Investors
Australia
-$30.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
776
Sutton Wealth Advisors
Florida
$6.1K – – –
BIA
777
Bell Investment Advisors
California
$6K – – –
FCA
778
FinTrust Capital Advisors
South Carolina
$6K – – –
PG
779
Proffitt & Goodson
Tennessee
$6K – – –
SWA
780
SOA Wealth Advisors
New York
$6K – – –
SC
781
Solstein Capital
California
$6K – – –
AP
782
Arlington Partners
Alabama
$6K +$5.33K +62 New
EI
783
Ellevest Inc
New York
$5K -$7.83K -91 -62%
TJHA
784
Thomas J. Herzfeld Advisors
Florida
$4K – – –
EBA
785
Eagle Bay Advisors
New York
$3K -$2.24K -26 -43%
ACM
786
AUA Capital Management
Pennsylvania
$3K – – –
DWA
787
Delos Wealth Advisors
Texas
$3K – – –
FMP
788
Financial Management Professionals
Texas
$3K – – –
ME
789
McIlrath & Eck
Washington
$3K – – –
ODG
790
O'Dell Group
Ohio
$3K – – –
WAS
791
Winch Advisory Services
Wisconsin
$3K – – –
NFSG
792
Newbridge Financial Services Group
Florida
$3K +$86 +1 +3%
SFO
793
Standard Family Office
South Dakota
$3K +$2.75K +32 New
BFC
794
Bedel Financial Consulting
Indiana
$2K -$860 -10 -31%
ANBT
795
American National Bank & Trust
Texas
$2K – – –
PP
796
Pacifica Partners
Canada
$2K – – –
TCM
797
TD Capital Management
Tennessee
$2K – – –
SC
798
Schubert & Co
Texas
$2K +$1.46K +17 New
SC
799
Sierra Capital
Florida
$2K +$1.72K +20 New
ACA
800
Atlas Capital Advisors
Wyoming
$1.36K – – –
30 31
32
33 34

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.