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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
SAI
101
Systematic Alpha Investments
New Jersey
$20.1M +$4.99M +59,260 +36%
NIG
102
NFJ Investment Group
Texas
$19.3M +$5.69M +67,601 +39%
RJA
103
Raymond James & Associates
Florida
$19.3M +$204K +2,421 +1%
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.7M +$4.8M +57,007 +32%
GI
105
GAMCO Investors
Connecticut
$18.2M +$2.61M +31,006 +16%
DIA
106
Dana Investment Advisors
Wisconsin
$18.1M +$281K +3,339 +2%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$17.6M -$955K -11,345 -5%
MSV
108
MN Services Vermogensbeheer
Netherlands
$17M +$21.2M +251,489 New
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.6M +$1.09M +12,897 +7%
BTCPP
110
Border to Coast Pensions Partnership
United Kingdom
$15.9M +$16.6M +196,991 New
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$15.9M +$1.19M +14,138 +8%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$15.9M -$755K -8,968 -4%
EIP
113
Epoch Investment Partners
New York
$15.4M +$382K +4,534 +2%
ZIC
114
ZWJ Investment Counsel
Georgia
$14.8M +$506K +6,004 +3%
BNP Paribas Asset Management
115
BNP Paribas Asset Management
France
$14.5M -$1.43M -17,025 -9%
EVM
116
Eaton Vance Management
Massachusetts
$14.5M +$1.01M +12,049 +7%
MAM
117
Martingale Asset Management
Massachusetts
$14.3M -$20.8M -247,503 -58%
HCM
118
Howland Capital Management
Massachusetts
$14.1M +$361K +4,283 +3%
Victory Capital Management
119
Victory Capital Management
Texas
$13.8M +$777K +9,228 +6%
PFM
120
Premier Fund Managers
United Kingdom
$13.3M +$1.11M +13,182 +9%
Verition Fund Management
121
Verition Fund Management
Connecticut
$12.8M +$13.4M +159,525 New
SEI Investments
122
SEI Investments
Pennsylvania
$12.8M +$5.26M +62,426 +65%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$12.7M -$465K -5,519 -3%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$12.6M +$1.41M +16,795 +12%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$12.4M -$178K -2,109 -1%

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.