We are live on ! Find out more
ES icon

Eversource Energy

743 hedge funds and large institutions have $22.9B invested in Eversource Energy in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 260 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

869% more call options, than puts

Call options by funds: $120M | Put options by funds: $12.4M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $20.8B → $22.9B (+$2.05B)

5% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 260

1% more funds holding

Funds holding: 739743 (+4)

0.34% less ownership

Funds ownership: 80.54%80.2% (-0.34%)

Holders
743
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
15.23%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
78
Increased
274
Reduced
260
Closed
68
Calls
$120M
Puts
$12.4M
Net Calls
+$108M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
276
Kentucky Retirement Systems
Kentucky
$1.56M -$280K -3,381 -15%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$1.55M +$130K +1,566 +9%
NMIMC
278
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M +$132K +1,595 +9%
SIM
279
Sentry Investment Management
Wisconsin
$1.53M -$67.9K -820 -4%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.48M -$7.13M -86,107 -83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
281
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.47M +$1.47M +17,700 New
BCV
282
Banque Cantonale Vaudoise
Switzerland
$1.46M -$132K -1,600 -8%
Baird Financial Group
283
Baird Financial Group
Wisconsin
$1.46M -$62.2K -751 -4%
GC
284
Grimes & Company
Massachusetts
$1.45M -$241K -2,907 -14%
PA
285
Profund Advisors
Maryland
$1.43M -$166K -1,999 -10%
PAS
286
Park Avenue Securities
New York
$1.41M +$122K +1,476 +10%
KeyBank National Association
287
KeyBank National Association
Ohio
$1.39M -$90.3K -1,090 -6%
CWM
288
Cordatus Wealth Management
Pennsylvania
$1.39M +$9.69K +117 +0.7%
VIA
289
Vident Investment Advisory
Georgia
$1.33M -$735K -8,877 -36%
OTPPB
290
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.32M -$899K -10,851 -41%
SBIA
291
Sheaff Brock Investment Advisors
Indiana
$1.32M
AC
292
Allstate Corporation
Illinois
$1.3M -$909K -10,971 -41%
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$1.29M +$66.2K +800 +5%
MML Investors Services
294
MML Investors Services
Massachusetts
$1.28M +$71.9K +868 +6%
SFG
295
Sowa Financial Group
Rhode Island
$1.27M
MWM
296
Mattern Wealth Management
Kansas
$1.25M +$171K +2,063 +16%
SI
297
Stephens Inc
Arkansas
$1.23M -$12.5K -151 -1%
FA
298
FDx Advisors
Illinois
$1.22M -$29.5K -356 -2%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$1.21M +$58K +700 +5%
ACM
300
Alethea Capital Management
Washington
$1.21M -$60.3K -728 -5%

ES Hedge Fund Activity: Q2 2020 in Review

743 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2020, worth a combined $22.9B — up 9.8% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ES positions and 68 closed out — a net gain of 10 holders — while 274 added to existing stakes and 260 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $676M. The largest seller was Invesco, cutting an estimated $134M.

  • 743 institutional investors held Eversource Energy (ES) as of Q2 2020, up from 739 in Q1 2020.
  • Funds reported $22.9B of Eversource Energy stock for Q2 2020, up 9.8% quarter-over-quarter.
  • 78 funds opened new Eversource Energy positions in Q2 2020 and 68 closed out, a net change of +10 holders.
  • The largest Eversource Energy buyer in Q2 2020 was Magellan Asset Management, an estimated $676M added.
  • The largest Eversource Energy seller in Q2 2020 was Invesco, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2020.