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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
Daiwa Securities Group
276
Daiwa Securities Group
Japan
$1.39M +$129K +1,502 +10%
CWM
277
Cordatus Wealth Management
Pennsylvania
$1.38M -$5.14K -60 -0.4%
PA
278
Profund Advisors
Maryland
$1.37M -$68.7K -802 -5%
SBIA
279
Sheaff Brock Investment Advisors
Indiana
$1.32M
LOAMS
280
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.3M +$1.34M +15,598 New
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$1.3M +$599 +7 +0%
MML Investors Services
282
MML Investors Services
Massachusetts
$1.3M +$10.1K +118 +0.8%
QT
283
Quantamental Technologies
New York
$1.28M +$796K +9,304 +153%
SI
284
Stephens Inc
Arkansas
$1.28M +$43.7K +510 +3%
MWM
285
Mattern Wealth Management
Kansas
$1.27M +$18.9K +221 +1%
SFG
286
Sowa Financial Group
Rhode Island
$1.27M
BAMF
287
BI Asset Management Fondsmaeglerselskab
Denmark
$1.26M +$282K +3,299 +28%
PI
288
PFS Investments
Georgia
$1.24M +$292K +3,412 +30%
Mariner
289
Mariner
Kansas
$1.22M +$9.76K +114 +0.8%
OAM
290
Optimal Asset Management
California
$1.22M +$563K +6,578 +82%
EOJOAM
291
E. Ohman J:or Asset Management
Sweden
$1.19M +$154K +1,800 +14%
RFC
292
Regions Financial Corp
Alabama
$1.19M
QI
293
QS Investors
New York
$1.18M +$5.14K +60 +0.4%
NA
294
NewEdge Advisors
Louisiana
$1.18M -$1.35M -15,722 -53%
CA
295
Claro Advisors
Massachusetts
$1.18M +$257 +3 +0%
WF
296
Welch & Forbes
Massachusetts
$1.16M +$260K +3,035 +28%
FT
297
Fiduciary Trust
Massachusetts
$1.16M -$15.5K -181 -1%
X
298
Xponance
Pennsylvania
$1.16M +$15.5K +181 +1%
AWA
299
Arete Wealth Advisors
Illinois
$1.16M +$20.7K +242 +2%
ACA
300
Anchor Capital Advisors
Massachusetts
$1.15M

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.