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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
Baillie Gifford & Co
326
Baillie Gifford & Co
United Kingdom
$855K -$16.3M -204,588 -95%
PAG
327
Private Advisor Group
New Jersey
$848K -$187K -2,357 -19%
VRS
328
Virginia Retirement Systems
Virginia
$812K +$755K +9,500 New
CI
329
Cigna Investments
Connecticut
$794K +$50.2K +632 +7%
KACA
330
Kayne Anderson Capital Advisors
California
$794K +$739K +9,300 New
GCA
331
Gideon Capital Advisors
New York
$791K -$953K -11,988 -56%
BF
332
BOK Financial
Oklahoma
$791K -$30K -378 -4%
SWP
333
Stratos Wealth Partners
Ohio
$791K +$39.6K +498 +6%
AP
334
Advisor Partners
California
$789K +$76.4K +961 +12%
FCI
335
Financial Counselors Inc
Kansas
$781K +$726K +9,139 New
IWC
336
Integrated Wealth Concepts
Massachusetts
$775K +$795 +10 +0.1%
SMM
337
Stadion Money Management
Georgia
$751K -$289K -3,637 -29%
LNWWM
338
Laird Norton Wetherby Wealth Management
California
$751K +$10.9K +137 +2%
EFS
339
Essex Financial Services
Connecticut
$736K -$132K -1,656 -16%
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$733K +$494K +6,212 +262%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$724K
B
342
Bridgeworth
Alabama
$706K +$18.2K +229 +3%
BTS
343
BB&T Securities
Virginia
$704K +$72.9K +917 +12%
V
344
Veritable
Delaware
$702K +$18.5K +233 +3%
Wolverine Trading
345
Wolverine Trading
Illinois
$696K +$648K +8,154 New
ACI
346
Alpha Cubed Investments
California
$695K -$9.14K -115 -1%
IWS
347
Insight Wealth Strategies
California
$692K +$105K +1,326 +20%
CA
348
Calton & Associates
Florida
$690K +$215K +2,710 +51%
CL
349
CPWM LLC
Washington
$683K +$1.99K +25 +0.3%
SC
350
SouthState Corp
Florida
$668K +$2.7K +34 +0.4%

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.