We are live on ! Find out more
ES icon

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
IWC
351
Integrated Wealth Concepts
Massachusetts
$723K -$14.4K -168 -2%
Cetera Investment Advisers
352
Cetera Investment Advisers
Illinois
$718K -$78.6K -918 -10%
HI
353
Horizon Investments
North Carolina
$718K +$132K +1,540 +22%
CAG
354
Crestwood Advisors Group
Massachusetts
$709K -$3.34K -39 -0.5%
SSA
355
Schonfeld Strategic Advisors
New York
$691K +$709K +8,280 New
CCP
356
Corient Capital Partners
California
$689K +$10.3K +120 +1%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$688K -$99.2K -1,159 -12%
DCM
358
Dupont Capital Management
Delaware
$684K -$39K -456 -5%
ACM
359
AlphaCrest Capital Management
New York
$679K +$696K +8,127 New
QC
360
Quadrature Capital
United Kingdom
$679K +$696K +8,132 New
SLAM
361
Swiss Life Asset Management
$677K +$694K +8,103 New
CAN
362
Cetera Advisor Networks
California
$676K +$86 +1 +0%
TRCT
363
Tower Research Capital (TRC)
New York
$670K +$253K +2,958 +58%
B
364
Bridgeworth
Alabama
$667K
SC
365
SouthState Corp
Florida
$660K -$4.88K -57 -0.7%
BCM
366
Bayesian Capital Management
New York
$652K +$25.7K +300 +4%
OTPPB
367
Ontario Teachers' Pension Plan Board
Ontario, Canada
$649K -$693K -8,097 -51%
BC
368
Brookfield Corp
Ontario, Canada
$643K -$1.78M -20,822 -73%
CTC
369
Central Trust Company
Missouri
$641K +$55.3K +646 +9%
IG
370
ING Group
Netherlands
$634K +$406K +4,738 +166%
SCM
371
Shelton Capital Management
Colorado
$633K
Squarepoint
372
Squarepoint
New York
$615K +$630K +7,355 New
IA
373
IFP Advisors
Florida
$614K -$10.9K -127 -2%
BFM
374
Boston Financial Management
Massachusetts
$611K
V
375
Veritable
Delaware
$610K +$1.97K +23 +0.3%

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.