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Eversource Energy

759 hedge funds and large institutions have $22.2B invested in Eversource Energy in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 255 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $40M | Put options by funds: $11.5M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

2% more funds holding

Funds holding: 743759 (+16)

6% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 255

3% less capital invested

Capital invested by funds: $22.9B → $22.2B (-$687M)

2.56% less ownership

Funds ownership: 80.2%77.64% (-2.6%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
759
Holders Change
+16
Holders Change %
+2.15%
% of All Funds
15.31%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.08%
New
80
Increased
270
Reduced
255
Closed
59
Calls
$40M
Puts
$11.5M
Net Calls
+$28.5M
Net Calls Change
-$79.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
251
Trivium Point Advisory
Connecticut
$1.82M -$6.85K -80 -0.4%
TPCW
252
TD Private Client Wealth
New York
$1.81M -$28.3K -331 -2%
NMERB
253
New Mexico Educational Retirement Board
New Mexico
$1.81M -$17.1K -200 -0.9%
OPPTF
254
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.79M +$34.4K +402 +2%
SIM
255
Sentry Investment Management
Wisconsin
$1.78M +$247K +2,880 +16%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$1.76M +$44.8K +523 +3%
BCAM
257
Boston Common Asset Management
Massachusetts
$1.74M +$24K +280 +1%
GT
258
Glenmede Trust
Pennsylvania
$1.71M -$303K -3,537 -15%
S
259
Seeyond
France
$1.7M +$34.2K +400 +2%
PP
260
Prudential plc
United Kingdom
$1.67M -$132K -1,546 -7%
KRS
261
Kentucky Retirement Systems
Kentucky
$1.67M +$104K +1,220 +7%
EIA
262
Edgemoor Investment Advisors
Maryland
$1.65M
AB
263
Amalgamated Bank
New York
$1.63M -$3.17K -37 -0.2%
DADC
264
D.A. Davidson & Co
Montana
$1.58M -$135K -1,574 -8%
FA
265
FDx Advisors
Illinois
$1.57M +$358K +4,179 +29%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$1.55M -$3.85K -45 -0.2%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$1.55M +$86.2K +1,007 +6%
PAS
268
Park Avenue Securities
New York
$1.54M +$136K +1,583 +9%
NMIMC
269
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M
VLKIM
270
Van Lanschot Kempen Investment Management
Netherlands
$1.49M +$296K +3,457 +24%
GC
271
Grimes & Company
Massachusetts
$1.47M +$11.6K +135 +0.8%
LSERS
272
Louisiana State Employees Retirement System
Louisiana
$1.45M +$248K +2,900 +20%
HighTower Advisors
273
HighTower Advisors
Illinois
$1.45M -$1.19M -13,934 -45%
KeyBank National Association
274
KeyBank National Association
Ohio
$1.43M +$37.2K +434 +3%
PRC
275
Pearl River Capital
Michigan
$1.4M +$1.43M +16,702 New

ES Hedge Fund Activity: Q3 2020 in Review

759 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2020, worth a combined $22.2B — down 3% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ES positions and 59 closed out — a net gain of 21 holders — while 270 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $99M. The largest seller was Goldman Sachs, cutting an estimated $490M.

  • 759 institutional investors held Eversource Energy (ES) as of Q3 2020, up from 743 in Q2 2020.
  • Funds reported $22.2B of Eversource Energy stock for Q3 2020, down 3% quarter-over-quarter.
  • 80 funds opened new Eversource Energy positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Eversource Energy buyer in Q3 2020 was BlackRock, an estimated $99M added.
  • The largest Eversource Energy seller in Q3 2020 was Goldman Sachs, an estimated $490M sold.

Based on aggregated 13F filings for Q3 2020.