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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
Principal Financial Group
26
Principal Financial Group
Iowa
$155M -$9.2M -111,065 -6%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$154M +$61.2M +739,231 +66%
Barclays
28
Barclays
United Kingdom
$151M +$98.4M +1,187,789 +190%
Swiss National Bank
29
Swiss National Bank
Switzerland
$145M +$2M +24,100 +1%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$143M +$4.98M +60,147 +4%
Bank of America
31
Bank of America
North Carolina
$140M +$12.9M +155,867 +10%
N
32
Nuveen
North Carolina
$130M +$24.5M +295,576 +23%
Invesco
33
Invesco
Georgia
$130M -$134M -1,618,911 -51%
DPIM
34
Duff & Phelps Investment Management
Illinois
$130M
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$117M -$1.5M -18,147 -1%
PPA
36
Parametric Portfolio Associates
Washington
$107M -$4.04M -48,817 -4%
Morgan Stanley
37
Morgan Stanley
New York
$104M -$23.5M -283,412 -19%
WHRC
38
W.H. Reaves & Co
New Jersey
$101M +$21.4M +258,751 +27%
Canada Life
39
Canada Life
Manitoba, Canada
$101M +$9.16M +110,600 +10%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$99.7M +$3.83M +46,193 +4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$91.6M -$9.84M -118,817 -10%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$87.3M +$4.5M +54,290 +5%
BTW
43
Boston Trust Walden
Massachusetts
$80.9M -$1.01M -12,218 -1%
GF
44
Gabelli Funds
New York
$80.7M +$166K +2,000 +0.2%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$77.3M -$4.74M -57,179 -6%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$74.3M +$13.6M +163,806 +22%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.1M -$1.93M -23,323 -3%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$70.3M +$12.9M +155,573 +23%
EIP
49
Energy Income Partners
Connecticut
$69.2M +$16.7M +201,510 +32%
UBS Group
50
UBS Group
Switzerland
$65.8M +$4.44M +53,666 +7%

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.