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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
MPPLM
401
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$474K +$4.29K +54 +1%
JIP
402
Jaffetilchin Investment Partners
Florida
$471K -$45.5K -573 -9%
BFM
403
Boothbay Fund Management
New York
$462K +$94.7K +1,191 +28%
WAM
404
Wealthspire Advisors (Maryland)
Maryland
$459K -$12.6K -158 -3%
HSA
405
HBK Sorce Advisory
Pennsylvania
$458K +$9.14K +115 +2%
BFG
406
Barber Financial Group
Kansas
$457K +$2.7K +34 +0.6%
GA
407
Geller Advisors
New York
$455K +$423K +5,320 New
ISL
408
Ingalls & Snyder LLC
New York
$453K +$71.5K +900 +20%
HPC
409
HM Payson & Co
Maine
$447K
RMC
410
Resources Management Corp
Connecticut
$446K +$415K +5,218 New
LFG
411
LifePlan Financial Group
Ohio
$442K
CCP
412
Corient Capital Partners
California
$440K +$20.1K +253 +5%
PIA
413
Pinion Investment Advisors
Kansas
$439K +$15.5K +195 +4%
PCM
414
Parsons Capital Management
Rhode Island
$432K
PIA
415
Piedmont Investment Advisors
North Carolina
$432K +$24.2K +305 +6%
CI
416
Conning Inc
Connecticut
$430K -$7.15K -90 -2%
VWM
417
Venturi Wealth Management
Texas
$430K -$5.96K -75 -1%
SW
418
SVB Wealth
Massachusetts
$424K -$11.5K -145 -3%
IRF
419
IBM Retirement Fund
New York
$422K
Susquehanna International Group
420
Susquehanna International Group
Pennsylvania
$421K +$2.07K +26 +0.5%
AI
421
Atria Investments
North Carolina
$419K +$8.82K +111 +2%
DC
422
Davenport & Co
Virginia
$417K -$8.35K -105 -2%
CC
423
ClearArc Capital
Ohio
$417K +$7.39K +93 +2%
IA
424
IFG Advisory
Georgia
$415K -$4.53K -57 -1%
MHIC
425
Marble Harbor Investment Counsel
Massachusetts
$415K

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.