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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
Deutsche Bank
26
Deutsche Bank
Germany
$172M -$1.17M -14,714 -0.7%
APG Asset Management
27
APG Asset Management
Netherlands
$168M +$62M +779,639 +57%
Renaissance Technologies
28
Renaissance Technologies
New York
$158M -$41.6M -523,376 -22%
DPIM
29
Duff & Phelps Investment Management
Illinois
$143M
Bank of America
30
Bank of America
North Carolina
$141M -$3.9M -49,118 -3%
JP Morgan Chase
31
JP Morgan Chase
New York
$137M +$1.3M +16,301 +1%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$136M +$1.9M +23,888 +2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$124M -$619K -7,788 -0.5%
Charles Schwab
34
Charles Schwab
California
$123M +$1.07M +13,474 +0.9%
N
35
Nuveen
North Carolina
$111M +$1.86M +23,363 +2%
Morgan Stanley
36
Morgan Stanley
New York
$107M -$10M -125,891 -9%
PPA
37
Parametric Portfolio Associates
Washington
$106M +$522K +6,569 +0.5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$106M -$1.84M -23,122 -2%
GF
39
Gabelli Funds
New York
$102M +$13.8M +174,200 +17%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$101M +$6.46M +81,257 +7%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$99.4M -$13.1M -164,701 -12%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.9M +$3.3M +41,565 +4%
EIP
43
Energy Income Partners
Connecticut
$88.2M +$1.62M +20,335 +2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$88.1M +$6.28M +78,969 +8%
Macquarie Group
45
Macquarie Group
Australia
$87.2M +$2.17M +27,300 +3%
BTW
46
Boston Trust Walden
Massachusetts
$86.8M +$2.96M +37,190 +4%
UBS Group
47
UBS Group
Switzerland
$83.7M +$16.1M +202,816 +26%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$82.8M -$31.4M -394,741 -29%
AQR Capital Management
49
AQR Capital Management
Connecticut
$74.5M -$6.3M -79,301 -8%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$73.1M -$7.29M -91,717 -10%

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.