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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
APA
451
American Portfolios Advisors
New York
$388K +$3.34K +39 +0.8%
FNBT
452
FineMark National Bank & Trust
Florida
$387K +$1.2K +14 +0.3%
KFA
453
Krane Funds Advisors
New York
$387K +$20.2K +236 +5%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$387K +$352K +4,110 +792%
FAB
455
First American Bank
Illinois
$379K
AWM
456
Altavista Wealth Management
North Carolina
$378K
HWMG
457
Hurlow Wealth Management Group
Indiana
$374K
SBH
458
Segall Bryant & Hamill
Illinois
$373K +$58K +678 +18%
AG
459
AlphaSimPlex Group
Massachusetts
$371K +$139K +1,628 +58%
VFA
460
Voya Financial Advisors
Connecticut
$367K -$33.5K -391 -8%
PCM
461
Parsons Capital Management
Rhode Island
$367K -$4.02K -47 -1%
KF
462
Krilogy Financial
Missouri
$367K
CSIC
463
Clifford Swan Investment Counsel
California
$366K +$11.2K +131 +3%
FCI
464
Financial Counselors Inc
Kansas
$364K +$18.7K +219 +5%
CCA
465
Checchi Capital Advisers
California
$363K -$41.9K -490 -10%
BCM
466
Brookstone Capital Management
Illinois
$356K +$365K +4,263 New
BPA
467
Beacon Pointe Advisors
California
$355K +$27.7K +323 +8%
HNB
468
Huntington National Bank
Ohio
$353K +$8.22K +96 +2%
CAM
469
Centre Asset Management
New York
$352K +$120K +1,400 +50%
GWI
470
Grace & White Inc
New York
$351K
BF
471
BOK Financial
Oklahoma
$347K -$592K -6,913 -63%
TC
472
Telemus Capital
Michigan
$343K +$10.7K +125 +3%
HAG
473
HighPoint Advisor Group
Illinois
$342K -$44.9K -525 -12%
CCM
474
Cadence Capital Management
Massachusetts
$341K -$68.4K -799 -16%
SP
475
Symmetry Partners
Connecticut
$341K +$350K +4,087 New

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.