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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
SL
401
Savior LLC
Massachusetts
$526K -$942 -11 -0.2%
TF
402
Trek Financial
Arizona
$526K +$112K +1,309 +26%
ACA
403
Atlas Capital Advisors
Wyoming
$521K +$534K +6,232 New
SDAM
404
Shulman DeMeo Asset Management
New York
$520K +$533K +6,229 New
TNB
405
Thomasville National Bank
Georgia
$519K -$8.56K -100 -2%
Nomura Holdings
406
Nomura Holdings
Japan
$518K -$190K -2,225 -26%
MPPLM
407
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$508K +$27.1K +317 +6%
BWCS
408
Beirne Wealth Consulting Services
Connecticut
$508K +$41.3K +482 +9%
NICM
409
Neo Ivy Capital Management
New York
$507K +$520K +6,073 New
Rafferty Asset Management
410
Rafferty Asset Management
New York
$506K -$222K -2,590 -30%
BFO
411
Boston Family Office
Massachusetts
$503K
BB
412
Berkshire Bank
Massachusetts
$503K +$515K +6,017 New
SFS
413
Sowell Financial Services
Arkansas
$502K -$9.85K -115 -2%
OIA
414
OneDigital Investment Advisors
Kansas
$502K +$4.96K +58 +1%
GT
415
Glenview Trust
Kentucky
$497K
MFS
416
Mirabella Financial Services
United Kingdom
$495K +$507K +5,928 New
BFC
417
Blue Fin Capital
Rhode Island
$494K
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$494K +$59.8K +699 +13%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$490K +$19.3K +226 +4%
GLA
420
Great Lakes Advisors
Illinois
$480K +$1.71K +20 +0.3%
OL
421
Optas LLC
Texas
$478K +$259K +3,031 +112%
First Manhattan
422
First Manhattan
New York
$476K
IF
423
Intrua Financial
Texas
$474K +$21.9K +256 +5%
WT
424
Washington Trust
Rhode Island
$469K +$180K +2,100 +60%
BHWM
425
Bar Harbor Wealth Management
New Hampshire
$468K -$18.4K -215 -4%

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.