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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
ATPW
376
Ashton Thomas Private Wealth
Arizona
$609K +$55.5K +648 +10%
HBT
377
Hills Bank & Trust
Iowa
$602K
KC
378
Knuff & Co
California
$590K -$2.57K -30 -0.4%
BRWA
379
B. Riley Wealth Advisors
Florida
$585K +$16.3K +190 +3%
CA
380
Calton & Associates
Florida
$575K -$25K -292 -4%
BFA
381
Beaumont Financial Advisors
Massachusetts
$572K -$77.1K -901 -12%
CT
382
Cambridge Trust
Massachusetts
$571K -$62.8K -734 -10%
HSA
383
HBK Sorce Advisory
Pennsylvania
$569K +$49.3K +576 +9%
LWAC
384
Laurel Wealth Advisors (California)
California
$567K -$31.1K -363 -5%
BMCM
385
Bryn Mawr Capital Management
Pennsylvania
$566K
BFEC
386
Benjamin F. Edwards & Company
Missouri
$561K -$3K -35 -0.5%
JF
387
Jump Financial
Illinois
$561K +$574K +6,708 New
DC
388
Davenport & Co
Virginia
$560K +$4.02K +47 +0.7%
CBA
389
Coastal Bridge Advisors
Connecticut
$551K -$23K -269 -4%
IAA
390
Independent Advisor Alliance
North Carolina
$551K -$8.13K -95 -1%
CL
391
CPWM LLC
Washington
$550K -$44.3K -517 -7%
BIA
392
Barry Investment Advisors
Massachusetts
$549K +$3.85K +45 +0.7%
PP
393
Pegasus Partners
Wisconsin
$548K -$202K -2,365 -27%
ACI
394
Alpha Cubed Investments
California
$544K -$118K -1,375 -17%
BBVA
395
Banco Bilbao Vizcaya Argentaria
Spain
$544K +$64.8K +757 +13%
AF
396
Allworth Financial
California
$543K -$135K -1,582 -20%
BP
397
BBR Partners
New York
$540K +$3.6K +42 +0.7%
AWM
398
Aevitas Wealth Management
Massachusetts
$531K +$15.4K +180 +3%
ECM
399
ETrade Capital Management
Virginia
$529K +$2.31K +27 +0.4%
SMM
400
Stadion Money Management
Georgia
$527K

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.