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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
BCM
301
BTR Capital Management
California
$1.15M -$5.82K -68 -0.5%
AC
302
Allstate Corporation
Illinois
$1.15M -$159K -1,862 -12%
BCV
303
Banque Cantonale Vaudoise
Switzerland
$1.14M -$334K -3,900 -22%
EI
304
Ethic Inc
New York
$1.14M +$262K +3,060 +29%
VIA
305
Vident Investment Advisory
Georgia
$1.06M -$284K -3,320 -21%
KIA
306
KCM Investment Advisors
California
$1.05M -$12.8K -149 -1%
AIS
307
American Investment Services
Massachusetts
$1.03M
O
308
Ossiam
France
$1.02M +$67.5K +788 +7%
BEAM
309
Baker Ellis Asset Management
Washington
$1.02M
CWM
310
Connecticut Wealth Management
Connecticut
$1.01M +$756K +8,826 +266%
CIM
311
Corbyn Investment Management
Maryland
$1.01M +$16.1K +188 +2%
AI
312
Atria Investments
North Carolina
$1M +$1.03M +12,026 New
UH
313
Unigestion Holding
Switzerland
$993K -$5.51M -64,397 -84%
QT
314
Quantbot Technologies
New York
$988K +$1.01M +11,829 New
IMRF
315
Illinois Municipal Retirement Fund
Illinois
$947K +$444K +5,187 +84%
IC
316
Inverness Counsel
New York
$946K -$30K -350 -3%
AP
317
Advisor Partners
California
$936K -$54.1K -632 -5%
KAS
318
Kestra Advisory Services
Texas
$934K +$957K +11,174 New
IRF
319
IBM Retirement Fund
New York
$930K +$278K +3,250 +41%
AIP
320
Ameritas Investment Partners
Nebraska
$918K -$5.99K -70 -0.6%
EFS
321
Essex Financial Services
Connecticut
$918K +$39.3K +459 +4%
PAG
322
Private Advisor Group
New Jersey
$916K +$10K +117 +1%
CI
323
Cigna Investments
Connecticut
$915K +$2.48K +29 +0.3%
Assenagon Asset Management
324
Assenagon Asset Management
Luxembourg
$908K -$2M -23,417 -68%
SWA
325
Stratos Wealth Advisors
Ohio
$898K -$40.6K -474 -4%

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.