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Eversource Energy
ES

758 hedge funds and large institutions have $23.2B invested in Eversource Energy in 2019 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 280 increasing their positions, 218 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,327% more call options, than puts

Call options by funds: $88.1M | Put options by funds: $6.18M

177% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 218

9% more funds holding

Funds holding: 693 → 758 (+65)

1.88% more ownership

Funds ownership: 82.63% → 84.51% (+1.9%)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$414M)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
758
Holders Change
+65
Holders Change %
+9.38%
% of All Funds
14.94%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
119
Increased
280
Reduced
218
Closed
43
Calls
$88.1M
Puts
$6.18M
Net Calls
+$82M
Net Calls Change
+$39.7M

Top Buyers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
+$489M
2
Goldman Sachs
Goldman Sachs
New York
+$337M
3
Deutsche Bank
Deutsche Bank
Germany
+$255M
4
State Street
State Street
Massachusetts
+$74.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$57.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
2
ZP
Zimmer Partners
New York
-$209M
3
Renaissance Technologies
Renaissance Technologies
New York
-$102M
4
JP Morgan Chase
JP Morgan Chase
New York
-$93.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Cipher Capital
New York
$3.01M +$2.95M +35,433 New
AG
227
Advisor Group
Arizona
$2.99M +$240K +2,886 +9%
SICM
228
Sustainable Insight Capital Management
New York
$2.84M -$391K -4,700 -12%
DAS
229
Dynamic Advisor Solutions
Arizona
$2.82M +$84.8K +1,020 +3%
B
230
BP
United Kingdom
$2.81M – – –
II
231
IFM Investors
Australia
$2.8M -$147K -1,763 -5%
JMPWA
232
JP Morgan Private Wealth Advisors
California
$2.79M +$127K +1,527 +5%
Wealthfront Advisers
233
Wealthfront Advisers
California
$2.79M +$252K +3,028 +10%
ERSOT
234
Employees Retirement System of Texas
Texas
$2.75M -$1.33M -16,000 -33%
Holocene Advisors
235
Holocene Advisors
New York
$2.74M +$1.33M +16,009 +99%
SAM
236
Securian Asset Management
Minnesota
$2.73M -$97.5K -1,173 -4%
TRSOTSOK
237
Teachers Retirement System of the State of Kentucky
Kentucky
$2.69M – – –
KBC Group
238
KBC Group
Belgium
$2.66M +$11.1K +133 +0.4%
Twin Tree Management
239
Twin Tree Management
Texas
$2.66M +$2.3M +27,640 +754%
KOCAA
240
Knights of Columbus Asset Advisors
Connecticut
$2.63M – – –
LIA
241
LS Investment Advisors
Michigan
$2.6M +$37.3K +449 +1%
NAM
242
Nissay Asset Management
Japan
$2.54M +$296K +3,562 +14%
AWM
243
AE Wealth Management
Kansas
$2.53M +$587K +7,062 +31%
VAG
244
VisionPoint Advisory Group
Texas
$2.52M +$234K +2,811 +10%
UFF
245
USA Financial Formulas
Michigan
$2.49M -$529K -6,364 -18%
DJSG
246
D.J. St. Germain
Massachusetts
$2.47M +$1.54M +18,460 +174%
TF
247
TIAA FSB
Florida
$2.45M +$2.39M +28,802 New
ST
248
Somerset Trust
Pennsylvania
$2.43M +$49.9K +600 +2%
NA
249
NewEdge Advisors
Louisiana
$2.41M -$123K -1,481 -5%
GFPC
250
Global Financial Private Capital
Florida
$2.36M +$2.31M +27,752 New
8 9
10
11 12

ES Hedge Fund Activity: Q4 2019 in Review

758 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2019, worth a combined $23.2B — up 1.8% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ES positions and 43 closed out — a net gain of 76 holders — while 280 added to existing stakes and 218 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $489M. The largest seller was T. Rowe Price Associates, cutting an estimated $500M.

  • 758 institutional investors held Eversource Energy (ES) as of Q4 2019, up from 693 in Q3 2019.
  • Funds reported $23.2B of Eversource Energy stock for Q4 2019, up 1.8% quarter-over-quarter.
  • 119 funds opened new Eversource Energy positions in Q4 2019 and 43 closed out, a net change of +76 holders.
  • The largest Eversource Energy buyer in Q4 2019 was Magellan Asset Management, an estimated $489M added.
  • The largest Eversource Energy seller in Q4 2019 was T. Rowe Price Associates, an estimated $500M sold.

Based on aggregated 13F filings for Q4 2019.