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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
EP
826
Eudaimonia Partners
Tennessee
-$42K -479 Closed
GIA
827
Goodwin Investment Advisory
Georgia
-$38K -438 Closed
AF
828
Arrow Financial
New York
-$38K -435 Closed
WAP
829
Wealthcare Advisory Partners
Pennsylvania
-$37K -431 Closed
DWP
830
Destiny Wealth Partners
Florida
-$37K -430 Closed
MWP
831
Meridian Wealth Partners
Pennsylvania
-$25K -286 Closed
SLF
832
Sun Life Financial
Ontario, Canada
-$18K -204 Closed
RF
833
Robbins Farley
New Hampshire
-$17K -200 Closed
PK
834
Pflug Koory
Nebraska
-$15K -179 Closed
ACM
835
Allred Capital Management
Texas
-$14.1K -163 Closed
FFW
836
Fusion Family Wealth
New York
-$11K -131 Closed
MLFP
837
MPS Loria Financial Planners
Illinois
-$8K -101 Closed
CWM
838
Cranbrook Wealth Management
Michigan
-$9K -100 Closed
HDIM
839
Hanson & Doremus Investment Management
Vermont
-$5K -60 Closed
FCB
840
First Command Bank
Texas
-$4K -49 Closed
FCFS
841
First Command Financial Services
Texas
-$4K -49 Closed
PHK
842
Point72 Hong Kong
Hong Kong
-$3.45K -41 Closed
WCM
843
Wealthcare Capital Management
Virginia
-$3K -38 Closed
LWA
844
Lenox Wealth Advisors
New York
-$3K -37 Closed
GAM
845
Grandview Asset Management
Pennsylvania
-$2K -22 Closed
VFA
846
Valeo Financial Advisors
Indiana
-$1K -11 Closed
Fidelity International
847
Fidelity International
Bermuda
-$1K -7 Closed
LFG
848
Larson Financial Group
Missouri
-$1K -6 Closed
AWM
849
Avior Wealth Management
Nebraska
+$253 +3 +43%

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.