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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
BMC
451
Beaton Management Company
Massachusetts
$354K
GP
452
Girard Partners
Pennsylvania
$351K -$71.5K -900 -18%
EMG
453
Ellington Management Group
Connecticut
$350K +$326K +4,100 New
EM
454
ELCO Management
New York
$342K
BFA
455
Beaumont Financial Advisors
Massachusetts
$342K +$9.06K +114 +3%
ECM
456
Everence Capital Management
Indiana
$341K
TCOV
457
Trust Company of Vermont
Vermont
$341K +$6.76K +85 +2%
CCA
458
Checchi Capital Advisers
California
$340K +$31.3K +394 +11%
MCM
459
Murphy Capital Management
New Jersey
$338K -$7.95K -100 -2%
SBH
460
Segall Bryant & Hamill
Illinois
$335K -$14.1K -178 -4%
FCBT
461
First Citizens Bank & Trust
North Carolina
$335K -$7.07K -89 -2%
HAG
462
HighPoint Advisor Group
Illinois
$334K +$6.83K +86 +2%
CA
463
Commerzbank Aktiengesellschaft
Germany
$332K +$40.1K +504 +15%
BPWA
464
Beacon Pointe Wealth Advisors
California
$331K +$308K +3,875 New
APA
465
American Portfolios Advisors
New York
$329K +$238 +3 +0.1%
BCM
466
Becker Capital Management
Oregon
$328K
BAM
467
Berkshire Asset Management
Pennsylvania
$325K +$14.9K +188 +5%
APW
468
Acima Private Wealth
Virginia
$324K
VWA
469
V Wealth Advisors
Kansas
$322K +$1.11K +14 +0.4%
LS
470
Livforsakringsbolaget Skandia
Sweden
$320K
PWP
471
Principle Wealth Partners
Connecticut
$313K +$291K +3,662 New
Twin Tree Management
472
Twin Tree Management
Texas
$313K +$291K +3,666 New
Federated Hermes
473
Federated Hermes
Pennsylvania
$309K -$72K -906 -20%
CCM
474
Cadence Capital Management
Massachusetts
$309K -$1.99K -25 -0.7%
MAFM
475
Mid Atlantic Financial Management
Pennsylvania
$308K -$8.74K -110 -3%

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.