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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
ASN
801
Advisory Services Network
Georgia
-$123K -1,527 Closed
IP
802
Isthmus Partners
Wisconsin
-$91K -1,137 Closed
FWM
803
FFT Wealth Management
Pennsylvania
-$89K -1,115 Closed
EAM
804
Exos Asset Management
New York
-$84K -1,047 Closed
AS
805
Altshuler Shaham
Israel
-$67K -838 Closed
BFA
806
Brendel Financial Advisors
New Hampshire
-$63K -787 Closed
MHR
807
Matthew Hamilton Rosenberg
-$48K -600 Closed
PWP
808
Personal Wealth Partners
Minnesota
-$39K -484 Closed
LSA
809
Lion Street Advisors
Texas
-$34K -424 Closed
EFSCE
810
Enterprise Financial Services Corp (EFSC)
Missouri
-$33K -414 Closed
BWA
811
BDO Wealth Advisors
Florida
-$24K -300 Closed
PFPT
812
Pinnacle Financial Partners (Tennessee)
Tennessee
-$24K -297 Closed
FPW
813
Flagship Private Wealth
Massachusetts
-$18.9K -228 Closed
CFB
814
Cullen/Frost Bankers
Texas
-$14K -175 Closed
SWG
815
Summit Wealth Group
Vermont
-$12K -150 Closed
EWM
816
Evermay Wealth Management
Virginia
-$6K -70 Closed
AP
817
Arlington Partners
Alabama
-$4K -45 Closed
RDWM
818
Red Door Wealth Management
Tennessee
-$1K -18 Closed
SFO
819
Standard Family Office
South Dakota
-$1K -12 Closed
JWM
820
Janiczek Wealth Management
Colorado
+$260 +3 New
CI
821
Cordant Inc
Oregon
+$434 +5 New
LWA
822
Lenox Wealth Advisors
New York
+$434 +5 New
FCAS
823
First Command Advisory Services
Texas
+$3.21K +37 New

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.