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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.3B +$15.8M +187,080 +0.5%
BlackRock
2
BlackRock
New York
$2.69B +$153M +1,813,678 +6%
MAM
3
Magellan Asset Management
Australia
$1.8B -$348M -4,135,982 -16%
State Street
4
State Street
Massachusetts
$1.67B +$62.6M +743,082 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$636M +$39.8M +472,593 +6%
Wells Fargo
6
Wells Fargo
California
$547M -$21.8M -259,226 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$498M +$13.1M +155,211 +3%
Charles Schwab
8
Charles Schwab
California
$487M +$14.5M +172,560 +3%
Legal & General Group
9
Legal & General Group
United Kingdom
$380M -$27.6M -327,528 -6%
Deutsche Bank
10
Deutsche Bank
Germany
$353M -$203M -2,408,088 -35%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$351M +$76M +902,990 +26%
Northern Trust
12
Northern Trust
Illinois
$332M -$2.16M -25,679 -0.6%
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$309M +$64.4M +764,468 +25%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$258M -$42.4M -503,764 -14%
Ameriprise
15
Ameriprise
Minnesota
$234M +$4.47M +53,071 +2%
UBS AM
16
UBS AM
Illinois
$214M -$167M -1,979,918 -43%
Bank of America
17
Bank of America
North Carolina
$213M +$46.2M +548,389 +26%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$211M -$1.5M -17,794 -0.7%
Norges Bank
19
Norges Bank
Norway
$209M -$15.1M -179,199 -6%
American Century Companies
20
American Century Companies
Missouri
$209M +$81M +961,600 +58%
Invesco
21
Invesco
Georgia
$209M +$97.1M +1,153,524 +80%
Franklin Resources
22
Franklin Resources
California
$180M -$6.13M -72,792 -3%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$174M -$12.8M -152,232 -7%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$149M -$4.12M -48,945 -3%
APG Asset Management
25
APG Asset Management
Netherlands
$145M -$7.86M -93,371 -4%

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.