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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
GC
351
Grimes & Company
Massachusetts
$664K +$238 +3 +0%
VLKIM
352
Van Lanschot Kempen Investment Management
Netherlands
$663K +$166K +2,088 +37%
CT
353
Cambridge Trust
Massachusetts
$662K +$86.2K +1,085 +16%
HF
354
HRT Financial
New York
$661K +$615K +7,738 New
DIM
355
DC Investments Management
Virginia
$658K -$59.5K -749 -9%
LWAC
356
Laurel Wealth Advisors (California)
California
$656K +$375K +4,723 +160%
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$652K +$74.6K +938 +14%
SCM
358
Shelton Capital Management
Colorado
$647K -$11K -138 -2%
Los Angeles Capital Management
359
Los Angeles Capital Management
California
$647K
SB
360
Suntrust Banks
Georgia
$647K +$93.5K +1,176 +18%
LMAM
361
Legg Mason Asset Management
Japan
$646K +$52.5K +660 +10%
CAN
362
Cetera Advisor Networks
California
$636K +$57.6K +725 +11%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$629K +$101K +1,274 +21%
BFM
364
Boston Financial Management
Massachusetts
$625K +$125K +1,574 +27%
KIA
365
KCM Investment Advisors
California
$622K +$167K +2,101 +41%
CIBC World Market
366
CIBC World Market
Ontario, Canada
$615K +$572K +7,201 New
AF
367
Allworth Financial
California
$610K +$9.14K +115 +2%
6M
368
6 Meridian
Kansas
$592K -$24.2K -304 -4%
FHA
369
Flagship Harbor Advisors
Massachusetts
$589K +$46.3K +583 +9%
Brown Advisory
370
Brown Advisory
Maryland
$582K +$33.1K +416 +7%
BFO
371
Boston Family Office
Massachusetts
$581K -$1.91K -24 -0.4%
PFS
372
Prospera Financial Services
Texas
$577K +$9.22K +116 +2%
CBA
373
Coastal Bridge Advisors
Connecticut
$577K +$12.7K +160 +2%
CAG
374
Crestwood Advisors Group
Massachusetts
$573K
SFS
375
Sowell Financial Services
Arkansas
$561K +$521K +6,558 New

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.