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Eversource Energy

693 hedge funds and large institutions have $22.8B invested in Eversource Energy in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 289 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $4.4M

36% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 212

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

17% more capital invested

Capital invested by funds: $19.5B → $22.8B (+$3.35B)

2.42% more ownership

Funds ownership: 80.2%82.63% (+2.4%)

1% more funds holding

Funds holding: 684693 (+9)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
693
Holders Change
+9
Holders Change %
+1.32%
% of All Funds
15.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
72
Increased
289
Reduced
212
Closed
59
Calls
$46.7M
Puts
$4.4M
Net Calls
+$42.3M
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
251
Vident Investment Advisory
Georgia
$2.06M +$37.9K +477 +2%
MAM
252
Martingale Asset Management
Massachusetts
$1.99M
Truist Financial
253
Truist Financial
North Carolina
$1.95M -$1.03K -13 -0.1%
AWM
254
AE Wealth Management
Kansas
$1.94M +$51.9K +653 +3%
RIM
255
Redpoint Investment Management
Australia
$1.94M -$614K -7,730 -25%
CIBC Private Wealth Group
256
CIBC Private Wealth Group
Georgia
$1.93M +$36.3K +457 +2%
WAM
257
World Asset Management
Michigan
$1.86M +$23.7K +298 +1%
RT
258
Rockland Trust
Massachusetts
$1.82M +$300K +3,772 +21%
COPPSERS
259
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.77M +$150K +1,885 +10%
MME
260
Meag Munich Ergo
Germany
$1.77M +$706K +8,879 +74%
RIM
261
Rampart Investment Management
Connecticut
$1.77M -$223K -2,801 -12%
PCM
262
Penserra Capital Management
California
$1.76M +$49K +616 +3%
TPA
263
Trivium Point Advisory
Connecticut
$1.75M -$53.6K -675 -3%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$1.73M +$208K +2,618 +15%
EIA
265
Edgemoor Investment Advisors
Maryland
$1.72M -$95.4K -1,200 -6%
PP
266
Prudential plc
United Kingdom
$1.71M -$7.07K -89 -0.4%
SPIA
267
Steward Partners Investment Advisory
New York
$1.66M +$15.3K +192 +1%
EP
268
Elkfork Partners
Oregon
$1.66M -$1.75K -22 -0.1%
SIM
269
Sentry Investment Management
Wisconsin
$1.64M
BNP Paribas Asset Management
270
BNP Paribas Asset Management
France
$1.63M -$1.28M -16,115 -46%
TAM
271
Tocqueville Asset Management
New York
$1.61M -$35.8K -450 -2%
PP
272
Pegasus Partners
Wisconsin
$1.61M +$633K +7,961 +73%
AAM
273
Advisors Asset Management
Colorado
$1.58M +$233K +2,936 +19%
DADC
274
D.A. Davidson & Co
Montana
$1.58M +$45.9K +577 +3%
IC
275
Inverness Counsel
New York
$1.51M -$40.1K -505 -3%

ES Hedge Fund Activity: Q3 2019 in Review

693 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2019, worth a combined $22.8B — up 17% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ES positions and 59 closed out — a net gain of 13 holders — while 289 added to existing stakes and 212 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $538M. The largest seller was American Century Companies, cutting an estimated $131M.

  • 693 institutional investors held Eversource Energy (ES) as of Q3 2019, up from 684 in Q2 2019.
  • Funds reported $22.8B of Eversource Energy stock for Q3 2019, up 17% quarter-over-quarter.
  • 72 funds opened new Eversource Energy positions in Q3 2019 and 59 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $538M added.
  • The largest Eversource Energy seller in Q3 2019 was American Century Companies, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2019.