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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
SCM
376
Shelton Capital Management
Colorado
$631K
BCM
377
Bayesian Capital Management
New York
$625K +$257K +3,100 +70%
IA
378
IFP Advisors
Florida
$617K +$53.8K +650 +10%
BFM
379
Boston Financial Management
Massachusetts
$609K
V
380
Veritable
Delaware
$606K -$68.1K -822 -10%
HBT
381
Hills Bank & Trust
Iowa
$600K +$597K +7,208 New
CA
382
Calton & Associates
Florida
$598K +$3.56K +43 +0.6%
LWAC
383
Laurel Wealth Advisors (California)
California
$596K +$166 +2 +0%
KC
384
Knuff & Co
California
$591K +$414 +5 +0.1%
CL
385
CPWM LLC
Washington
$591K +$580 +7 +0.1%
HI
386
Horizon Investments
North Carolina
$587K +$198K +2,397 +52%
CTC
387
Central Trust Company
Missouri
$584K -$4.22K -51 -0.7%
CBA
388
Coastal Bridge Advisors
Connecticut
$572K +$9.03K +109 +2%
BRWA
389
B. Riley Wealth Advisors
Florida
$568K -$261K -3,156 -32%
BMCM
390
Bryn Mawr Capital Management
Pennsylvania
$564K
BFEC
391
Benjamin F. Edwards & Company
Missouri
$562K -$14.4K -174 -3%
BFM
392
Boothbay Fund Management
New York
$562K +$559K +6,751 New
IAA
393
Independent Advisor Alliance
North Carolina
$558K +$1.24K +15 +0.2%
DC
394
Davenport & Co
Virginia
$554K +$8.61K +104 +2%
ATPW
395
Ashton Thomas Private Wealth
Arizona
$553K +$231K +2,787 +72%
ECM
396
Everence Capital Management
Indiana
$551K
BIA
397
Barry Investment Advisors
Massachusetts
$544K +$3.73K +45 +0.7%
BP
398
BBR Partners
New York
$535K -$1.91K -23 -0.4%
SL
399
Savior LLC
Massachusetts
$526K
TNB
400
Thomasville National Bank
Georgia
$525K -$2.9K -35 -0.6%

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.