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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
RP
801
Rice Partnership
Hawaii
-$300K -3,470 Closed
JIC
802
Johnson Investment Counsel
Ohio
-$280K -3,229 Closed
BWP
803
BSW Wealth Partners
Colorado
-$272K -3,138 Closed
MSA
804
Marino Stram & Associates
Massachusetts
-$270K -3,117 Closed
CFG
805
Citizens Financial Group
Rhode Island
-$261K -3,016 Closed
VVP
806
Venture Visionary Partners
Ohio
-$259K -3,000 Closed
IWS
807
Insight Wealth Strategies
California
-$258K -2,982 Closed
GTCM
808
Gyon Technologies Capital Management
New Jersey
-$256K -2,962 Closed
SFA
809
Sequoia Financial Advisors
Ohio
-$255K -2,942 Closed
BP
810
Ballentine Partners
Massachusetts
-$250K -2,887 Closed
OL
811
Optas LLC
Texas
-$230K -2,663 Closed
AC
812
Athanor Capital
New York
-$229K -2,645 Closed
PFM
813
Peak Financial Management
Massachusetts
-$219K -2,532 Closed
BOS
814
Bank of Stockton
California
-$215K -2,490 Closed
NCM
815
Northside Capital Management
Oregon
-$211K -2,441 Closed
OBWP
816
O'Brien Wealth Partners
Massachusetts
-$209K -2,402 Closed
CC
817
Courier Capital
New York
-$208K -2,398 Closed
SCM
818
Spreng Capital Management
Ohio
-$204K -2,355 Closed
JWM
819
JGP Wealth Management
Oregon
-$203K -2,348 Closed
UCFA
820
United Capital Financial Advisors
Texas
-$200K -2,312 Closed
RWB
821
RMR Wealth Builders
New Jersey
-$177K -2,039 Closed
RWG
822
Regal Wealth Group
California
-$134K -1,543 Closed
MC
823
Maverick Capital
Texas
-$119K -1,370 Closed
HWMA
824
Heritage Wealth Management (Arizona)
Arizona
-$58K -668 Closed
IAIM
825
International Assets Investment Management
Florida
-$47K -544 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.