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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
YIA
476
YHB Investment Advisors
Connecticut
$303K
ATPW
477
Ashton Thomas Private Wealth
Arizona
$301K +$10K +126 +4%
SSB
478
Sandy Spring Bank
Maryland
$300K +$2.07K +26 +0.7%
MIC
479
Means Investment Company
Maine
$300K +$2.38K +30 +0.8%
Northwestern Mutual Wealth Management
480
Northwestern Mutual Wealth Management
Wisconsin
$298K +$35.5K +447 +15%
TBA
481
Tower Bridge Advisors
Pennsylvania
$298K -$19.9K -250 -6%
LOAME
482
Lombard Odier Asset Management (Europe)
United Kingdom
$297K
CAM
483
Cozad Asset Management
Illinois
$293K +$273K +3,431 New
PRS
484
Pinkerton Retirement Specialists
Idaho
$292K +$318 +4 +0.1%
MCWS
485
McKinley Carter Wealth Services
West Virginia
$292K +$38.6K +486 +17%
PCM
486
Prelude Capital Management
New York
$287K +$123K +1,544 +85%
NPPM
487
North Point Portfolio Managers
Ohio
$285K
ECM
488
EagleClaw Capital Management
Massachusetts
$285K +$265K +3,337 New
FAIM
489
Financial Advocates Investment Management
Washington
$284K -$29.7K -374 -10%
AFG
490
Albion Financial Group
Utah
$281K
ABTD
491
Arvest Bank Trust Division
Oklahoma
$275K -$2.94K -37 -1%
WS
492
Wedbush Securities
California
$272K -$874 -11 -0.3%
RP
493
Rice Partnership
Hawaii
$272K +$13.1K +165 +5%
MA
494
Mutual Advisors
Nebraska
$271K -$7.55K -95 -3%
ABC
495
Associated Banc-Corp
Wisconsin
$270K +$1.27K +16 +0.5%
MMA
496
Miracle Mile Advisors
California
$269K +$31.5K +396 +14%
BOH
497
Bank of Hawaii
Hawaii
$269K +$250K +3,150 New
BCM
498
Brookstone Capital Management
Illinois
$264K +$20.3K +256 +9%
JIC
499
Johnson Investment Counsel
Ohio
$262K +$27.3K +344 +13%
HR
500
Howe & Rusling
New York
$256K +$318 +4 +0.1%

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.