We are live on ! Find out more
ES icon

Eversource Energy

743 hedge funds and large institutions have $22.9B invested in Eversource Energy in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 260 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

869% more call options, than puts

Call options by funds: $120M | Put options by funds: $12.4M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $20.8B → $22.9B (+$2.05B)

5% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 260

1% more funds holding

Funds holding: 739743 (+4)

0.34% less ownership

Funds ownership: 80.54%80.2% (-0.34%)

Holders
743
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
15.23%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
78
Increased
274
Reduced
260
Closed
68
Calls
$120M
Puts
$12.4M
Net Calls
+$108M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Cox Capital Management
Massachusetts
$389K +$9.44K +114 +3%
MHIC
452
Marble Harbor Investment Counsel
Massachusetts
$388K -$16.6K -200 -4%
NWP
453
Northstar Wealth Partners
Connecticut
$387K +$911 +11 +0.2%
HWMG
454
Hurlow Wealth Management Group
Indiana
$385K -$1.32K -16 -0.4%
FNBT
455
FineMark National Bank & Trust
Florida
$384K -$6.79K -82 -2%
APA
456
American Portfolios Advisors
New York
$383K +$34.7K +419 +10%
SW
457
SVB Wealth
Massachusetts
$378K -$17.4K -210 -4%
FAB
458
First American Bank
Illinois
$378K
BSW
459
Buckingham Strategic Wealth
Missouri
$377K -$28K -338 -7%
AWM
460
Altavista Wealth Management
North Carolina
$377K
OWA
461
Outlook Wealth Advisors
Texas
$376K +$19.8K +239 +6%
RIM
462
Rampart Investment Management
Connecticut
$372K +$152K +1,836 +70%
PCM
463
Parsons Capital Management
Rhode Island
$370K
EMG
464
ETF Managers Group
New Jersey
$370K +$133K +1,609 +57%
KFA
465
Krane Funds Advisors
New York
$366K -$56.4K -681 -13%
KF
466
Krilogy Financial
Missouri
$366K
CFA
467
CWS Financial Advisors
Michigan
$364K -$5.13K -62 -1%
HAG
468
HighPoint Advisor Group
Illinois
$360K +$9.61K +116 +3%
RCIM
469
Red Cedar Investment Management
Michigan
$359K +$357K +4,309 New
CSIC
470
Clifford Swan Investment Counsel
California
$354K
GWI
471
Grace & White Inc
New York
$350K
FQ
472
First Quadrant
California
$349K
HNB
473
Huntington National Bank
Ohio
$344K -$50.6K -611 -13%
FCI
474
Financial Counselors Inc
Kansas
$344K +$64K +773 +23%
BOTW
475
Bank of the West
California
$335K -$146K -1,769 -31%

ES Hedge Fund Activity: Q2 2020 in Review

743 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2020, worth a combined $22.9B — up 9.8% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ES positions and 68 closed out — a net gain of 10 holders — while 274 added to existing stakes and 260 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $676M. The largest seller was Invesco, cutting an estimated $134M.

  • 743 institutional investors held Eversource Energy (ES) as of Q2 2020, up from 739 in Q1 2020.
  • Funds reported $22.9B of Eversource Energy stock for Q2 2020, up 9.8% quarter-over-quarter.
  • 78 funds opened new Eversource Energy positions in Q2 2020 and 68 closed out, a net change of +10 holders.
  • The largest Eversource Energy buyer in Q2 2020 was Magellan Asset Management, an estimated $676M added.
  • The largest Eversource Energy seller in Q2 2020 was Invesco, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2020.