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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B +$35.2M +405,643 +1%
BlackRock
2
BlackRock
New York
$2.72B -$19M -218,907 -0.7%
MAM
3
Magellan Asset Management
Australia
$1.79B -$38.6M -444,497 -2%
State Street
4
State Street
Massachusetts
$1.78B +$80.5M +927,664 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$625M -$24.8M -286,142 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$621M +$279M +3,214,608 +73%
Wells Fargo
7
Wells Fargo
California
$560M +$2.93M +33,725 +0.5%
Deutsche Bank
8
Deutsche Bank
Germany
$555M +$208M +2,391,610 +54%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$518M +$11M +126,823 +2%
Charles Schwab
10
Charles Schwab
California
$500M +$4.14M +47,699 +0.8%
Legal & General Group
11
Legal & General Group
United Kingdom
$410M +$23.9M +275,190 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$351M +$373M +4,294,700 +116,073%
Northern Trust
13
Northern Trust
Illinois
$346M +$8.14M +93,697 +2%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$240M -$74.9M -862,134 -23%
Ameriprise
15
Ameriprise
Minnesota
$240M +$1.74M +20,032 +0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$239M -$25.3M -291,278 -9%
UBS AM
17
UBS AM
Illinois
$223M +$5.09M +58,606 +2%
Bank of America
18
Bank of America
North Carolina
$217M +$6.34K +73 +0%
American Century Companies
19
American Century Companies
Missouri
$217M +$3.63M +41,818 +2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$217M +$2.06M +23,707 +0.9%
Invesco
21
Invesco
Georgia
$203M -$10.9M -125,222 -5%
Norges Bank
22
Norges Bank
Norway
$197M -$17.5M -201,688 -8%
Franklin Resources
23
Franklin Resources
California
$193M +$9.74M +112,163 +5%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$154M +$2.61M +30,102 +2%
PAMS
25
Pictet Asset Management (Switzerland)
Switzerland
$154M +$163M +1,878,645 New

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.