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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
N
426
Natixis
France
$464K +$475K +5,554 New
BFG
427
Barber Financial Group
Kansas
$459K +$3.08K +36 +0.7%
CA
428
Cetera Advisors
Colorado
$459K +$14.1K +165 +3%
Verition Fund Management
429
Verition Fund Management
Connecticut
$454K -$1.15M -13,414 -71%
HPC
430
Hobart Private Capital
North Carolina
$452K -$14.6K -171 -3%
PIA
431
Pinion Investment Advisors
Kansas
$441K
IWP
432
Icon Wealth Partners
Texas
$441K +$452K +5,276 New
FAAS
433
First Allied Advisory Services
California
$439K +$4.45K +52 +1%
WTFG
434
Wells Trecaso Financial Group
Ohio
$438K
LFG
435
LifePlan Financial Group
Ohio
$432K
PA
436
Parallel Advisors
California
$432K +$12.2K +143 +3%
PAMP
437
Polar Asset Management Partners
Ontario, Canada
$431K +$442K +5,159 New
PSUF
438
People's United Financial
Connecticut
$430K -$31.4K -367 -7%
GT
439
Greenleaf Trust
Michigan
$418K +$21K +245 +5%
RMC
440
Resources Management Corp
Connecticut
$413K -$31.2K -365 -7%
ISL
441
Ingalls & Snyder LLC
New York
$411K -$32K -374 -7%
GG
442
Gofen & Glossberg
Illinois
$410K +$7.36K +86 +2%
WT
443
Whittier Trust
California
$405K +$6.25K +73 +2%
TCOV
444
Trust Company of Vermont
Vermont
$404K
CI
445
Conning Inc
Connecticut
$403K +$7.71K +90 +2%
OWA
446
Outlook Wealth Advisors
Texas
$402K +$25.9K +303 +7%
CG
447
Caprock Group
Idaho
$401K +$80.7K +943 +24%
Federated Hermes
448
Federated Hermes
Pennsylvania
$401K +$131K +1,529 +47%
SC
449
Savant Capital
Illinois
$398K -$5.65K -66 -1%
MHIC
450
Marble Harbor Investment Counsel
Massachusetts
$389K

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.