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
O
326
Ossiam
France
$949K -$2.2M -26,539 -70%
PI
327
PFS Investments
Georgia
$947K +$311K +3,750 +49%
SWA
328
Stratos Wealth Advisors
Ohio
$935K +$44.2K +534 +5%
BF
329
BOK Financial
Oklahoma
$921K +$171K +2,062 +23%
AIP
330
Ameritas Investment Partners
Nebraska
$921K +$191K +2,301 +26%
Brown Advisory
331
Brown Advisory
Maryland
$921K +$359K +4,336 +64%
Fisher Asset Management
332
Fisher Asset Management
Washington
$918K +$913K +11,021 New
CI
333
Cigna Investments
Connecticut
$911K +$152K +1,832 +20%
CSS
334
Cubist Systematic Strategies
Connecticut
$909K -$2.21M -26,648 -71%
WF
335
Welch & Forbes
Massachusetts
$905K +$26.6K +321 +3%
PAG
336
Private Advisor Group
New Jersey
$903K +$273K +3,291 +44%
WAM
337
World Asset Management
Michigan
$896K -$370K -4,471 -29%
EI
338
Ethic Inc
New York
$879K -$289K -3,484 -25%
EFS
339
Essex Financial Services
Connecticut
$877K +$61.1K +738 +8%
HT
340
Heritage Trust
Oklahoma
$850K -$3.31K -40 -0.4%
MERSOM
341
Municipal Employees' Retirement System of Michigan
Michigan
$849K +$465K +5,610 +122%
PWLP
342
Prio Wealth Limited Partnership
Massachusetts
$819K -$46.4K -560 -5%
CCG
343
Chatham Capital Group
Georgia
$816K
SG Americas Securities
344
SG Americas Securities
New York
$805K -$3.92M -47,390 -83%
NNP
345
Nachman Norwood & Parrott
South Carolina
$804K -$45.5K -549 -5%
HGWM
346
Harvest Group Wealth Management
Massachusetts
$802K -$50.8K -613 -6%
CCFCSB
347
Cape Cod Five Cents Savings Bank
Massachusetts
$798K -$83.2K -1,005 -9%
Cetera Investment Advisers
348
Cetera Investment Advisers
Illinois
$792K -$23.9K -289 -3%
VRS
349
Virginia Retirement Systems
Virginia
$791K
LNWWM
350
Laird Norton Wetherby Wealth Management
California
$782K +$65.7K +793 +9%

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.