We are live on ! Find out more
ES icon

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
FCB
801
First Command Bank
Texas
$1K – – –
HIA
802
Harbor Investment Advisory
Maryland
$1K – – –
KFP
803
KB Financial Partners
New Jersey
$1K +$602 +7 New
CAC
804
Core Alternative Capital
Georgia
$1K +$1.12K +13 New
FFG
805
Ford Financial Group
California
$240 – – –
BBHC
806
Brown Brothers Harriman & Co
New York
$32 -$688 -8 -2%
WIM
807
Westside Investment Management
California
$12 – – –
Adage Capital Partners
808
Adage Capital Partners
Massachusetts
– -$14.4M -175,534 Closed
ZP
809
Zimmer Partners
New York
– -$6.13M -75,000 Closed
MSE
810
MUFG Securities EMEA
United Kingdom
– -$3.84M -47,000 Closed
Capstone Investment Advisors
811
Capstone Investment Advisors
New York
– -$1.44M -16,795 Closed
EOJOAM
812
E. Ohman J:or Asset Management
Sweden
– -$1.28M -15,600 Closed
CC
813
Centiva Capital
New York
– -$1.27M -15,565 Closed
DA
814
Duality Advisers
Florida
– -$1.14M -13,991 Closed
MC
815
Maverick Capital
Texas
– -$1.14M -13,945 Closed
WorldQuant Millennium Advisors
816
WorldQuant Millennium Advisors
New York
– -$891K -10,901 Closed
MME
817
Meag Munich Ergo
Germany
– -$774K -9,470 Closed
Nomura Holdings
818
Nomura Holdings
Japan
– -$774K -9,457 Closed
SEC
819
Seven Eight Capital
New York
– -$670K -8,200 Closed
CANY
820
Caxton Associates (New York)
New York
– -$641K -7,837 Closed
CPWA
821
Cerro Pacific Wealth Advisors
California
– -$614K -7,515 Closed
MP
822
McDonald Partners
Ohio
– -$605K -7,396 Closed
VLKIM
823
Van Lanschot Kempen Investment Management
Netherlands
– -$580K -7,091 Closed
FC
824
FORA Capital
Florida
– -$566K -6,918 Closed
BP
825
BBR Partners
New York
– -$524K -6,408 Closed
31 32
33
34 35

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.