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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
GIA
426
Gateway Investment Advisers
Ohio
$413K -$698K -8,782 -65%
PSUF
427
People's United Financial
Connecticut
$413K -$64.1K -806 -14%
AWM
428
Altavista Wealth Management
North Carolina
$413K
GG
429
Gofen & Glossberg
Illinois
$412K +$24.6K +309 +7%
OMC
430
Old Mission Capital
Illinois
$412K +$383K +4,825 New
WT
431
Washington Trust
Rhode Island
$410K -$72.1K -907 -16%
TNB
432
TCF National Bank
South Dakota
$408K +$379K +4,770 New
HNB
433
Huntington National Bank
Ohio
$407K -$2.7K -34 -0.7%
BSW
434
Buckingham Strategic Wealth
Missouri
$399K +$9.94K +125 +3%
NWP
435
Northstar Wealth Partners
Connecticut
$395K -$55.8K -702 -13%
SC
436
Sawyer & Company
Massachusetts
$393K -$712K -8,960 -66%
IAA
437
Independent Advisor Alliance
North Carolina
$387K -$3.9K -49 -1%
MERSOM
438
Municipal Employees' Retirement System of Michigan
Michigan
$385K +$11.9K +150 +3%
HWMG
439
Hurlow Wealth Management Group
Indiana
$382K
RJT
440
Raymond James Trust
Florida
$381K +$4.85K +61 +1%
CAM
441
Centre Asset Management
New York
$380K +$353K +4,447 New
Rafferty Asset Management
442
Rafferty Asset Management
New York
$378K +$352K +4,423 New
SWA
443
Stratos Wealth Advisors
Ohio
$377K -$2.31K -29 -0.7%
KC
444
Knuff & Co
California
$375K
FNBT
445
FineMark National Bank & Trust
Florida
$374K +$8.66K +109 +3%
CSIC
446
Clifford Swan Investment Counsel
California
$363K -$24.2K -305 -7%
KF
447
Krilogy Financial
Missouri
$362K
GWI
448
Grace & White Inc
New York
$359K
FQ
449
First Quadrant
California
$358K -$664K -8,356 -67%
WG
450
Winton Group
United Kingdom
$355K +$57.2K +720 +21%

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.