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Eversource Energy
ES

807 hedge funds and large institutions have $23B invested in Eversource Energy in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 295 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 58

57% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $9.84M

18% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 249

6% more funds holding

Funds holding: 759 → 807 (+48)

4% more capital invested

Capital invested by funds: $22.2B → $23B (+$834M)

0.02% more ownership

Funds ownership: 77.64% → 77.66% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
807
Holders Change
+48
Holders Change %
+6.32%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
118
Increased
295
Reduced
249
Closed
58
Calls
$15.5M
Puts
$9.84M
Net Calls
+$5.62M
Net Calls Change
-$22.9M

Top Buyers

Rank Fund Capital Flow
1
NIPH
NN Investment Partners Holdings
Netherlands
+$95M
2
MAM
Magellan Asset Management
Australia
+$83.7M
3
Millennium Management
Millennium Management
New York
+$74.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$55M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$52.4M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$137M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$52.6M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$49.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$151M -$516K -5,800 -0.3%
Invesco
27
Invesco
Georgia
$146M +$17.6M +197,663 +13%
NIPH
28
NN Investment Partners Holdings
Netherlands
$136M +$95M +1,066,827 +209%
Bank of America
29
Bank of America
North Carolina
$133M -$7.1M -79,781 -5%
DPIM
30
Duff & Phelps Investment Management
Illinois
$125M -$10.4M -116,635 -7%
N
31
Nuveen
North Carolina
$120M -$15.5M -174,128 -11%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$117M +$27.1M +304,424 +29%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$115M +$52.4M +588,017 +79%
Morgan Stanley
34
Morgan Stanley
New York
$113M +$5.39M +60,492 +5%
PPA
35
Parametric Portfolio Associates
Washington
$112M +$4.97M +55,807 +5%
WHRC
36
W.H. Reaves & Co
New Jersey
$111M -$1.61M -18,108 -1%
ZP
37
Zimmer Partners
New York
$109M -$25.4M -284,938 -18%
UBS Group
38
UBS Group
Switzerland
$109M +$35.2M +395,743 +46%
Canada Life
39
Canada Life
Manitoba, Canada
$106M +$536K +6,023 +0.5%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$101M -$2.56M -28,746 -2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$99.8M -$12.2M -136,614 -11%
CS
42
Credit Suisse
Switzerland
$96M +$9.49M +106,607 +11%
Millennium Management
43
Millennium Management
New York
$90.8M +$74.2M +832,890 +384%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$90.5M +$1.17M +13,148 +1%
BTW
45
Boston Trust Walden
Massachusetts
$83.9M +$216K +2,424 +0.3%
GF
46
Gabelli Funds
New York
$83.6M -$178K -2,000 -0.2%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$82.9M +$1.22M +13,751 +1%
Goldman Sachs
48
Goldman Sachs
New York
$82.8M -$45.1M -506,953 -35%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$77.2M +$1.12M +12,616 +1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$76.8M -$160K -1,801 -0.2%
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ES Hedge Fund Activity: Q4 2020 in Review

807 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2020, worth a combined $23B — up 3.8% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ES positions and 58 closed out — a net gain of 60 holders — while 295 added to existing stakes and 249 trimmed.

The largest buyer was NN Investment Partners Holdings, adding an estimated $95M. The largest seller was Wellington Management Group, cutting an estimated $280M.

  • 807 institutional investors held Eversource Energy (ES) as of Q4 2020, up from 759 in Q3 2020.
  • Funds reported $23B of Eversource Energy stock for Q4 2020, up 3.8% quarter-over-quarter.
  • 118 funds opened new Eversource Energy positions in Q4 2020 and 58 closed out, a net change of +60 holders.
  • The largest Eversource Energy buyer in Q4 2020 was NN Investment Partners Holdings, an estimated $95M added.
  • The largest Eversource Energy seller in Q4 2020 was Wellington Management Group, an estimated $280M sold.

Based on aggregated 13F filings for Q4 2020.