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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
GC
151
Guggenheim Capital
Illinois
$6.5M -$2.85M -32,767 -29%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$6.46M +$240K +2,762 +4%
MIM
153
MetLife Investment Management
New Jersey
$6.35M -$175K -2,016 -3%
Schroder Investment Management Group
154
Schroder Investment Management Group
United Kingdom
$6.18M -$648K -7,467 -9%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$6.16M -$113K -1,300 -2%
SAM
156
Shell Asset Management
Netherlands
$6.16M -$1.37M -15,784 -17%
ZP
157
Zimmer Partners
New York
$6.13M -$108M -1,245,400 -94%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$6.12M -$881K -10,145 -12%
MA
159
MUFG Americas
New York
$6.06M +$421K +4,844 +7%
Axa
160
Axa
France
$6.02M +$828K +9,535 +15%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$6.02M +$350K +4,035 +6%
Truist Financial
162
Truist Financial
North Carolina
$5.66M -$531K -6,112 -8%
AWM
163
AE Wealth Management
Kansas
$5.62M +$554K +6,375 +10%
VV
164
Verity & Verity
South Carolina
$5.55M -$75.2K -866 -1%
MAM
165
Martingale Asset Management
Massachusetts
$5.36M -$9.82M -113,115 -63%
GIBU
166
Gulf International Bank (UK)
United Kingdom
$5.29M -$77.7K -895 -1%
BCIM
167
British Columbia Investment Management
British Columbia, Canada
$5.19M -$10.5K -121 -0.2%
TCA
168
Tortoise Capital Advisors
Kansas
$5.17M +$36.5K +420 +0.7%
Creative Planning
169
Creative Planning
Kansas
$5.15M -$308K -3,552 -5%
CSS
170
Cubist Systematic Strategies
Connecticut
$5.1M -$5.26M -60,587 -49%
URS
171
Utah Retirement Systems
Utah
$5.08M -$278K -3,200 -5%
Skandinaviska Enskilda Banken (SEB)
172
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.01M +$55.1K +635 +1%
DnB Asset Management
173
DnB Asset Management
Norway
$4.99M +$62.4K +719 +1%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$4.95M -$7.73K -89 -0.1%
BMSSC
175
B. Metzler seel. Sohn & Co
Germany
$4.92M +$529K +6,098 +11%

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.