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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
EM
476
ELCO Management
New York
$333K
RJT
477
Raymond James Trust
Florida
$332K +$1.49K +18 +0.5%
BPA
478
Beacon Pointe Advisors
California
$326K -$41.8K -505 -11%
ST
479
Smithfield Trust
Pennsylvania
$325K +$9.94K +120 +3%
TF
480
TimeScale Financial
Massachusetts
$323K +$1.99K +24 +0.6%
FIM
481
Frontier Investment Management
Texas
$322K -$73.1K -883 -19%
CG
482
Caprock Group
Idaho
$321K +$50.1K +605 +19%
RC
483
RegentAtlantic Capital
New Jersey
$318K +$86.4K +1,043 +38%
HPC
484
HM Payson & Co
Maine
$317K +$12.4K +150 +4%
APW
485
Acima Private Wealth
Virginia
$316K
GIA
486
Gateway Investment Advisers
Ohio
$315K -$48.9K -590 -13%
SBH
487
Segall Bryant & Hamill
Illinois
$315K
TBA
488
Tower Bridge Advisors
Pennsylvania
$312K
TC
489
Telemus Capital
Michigan
$310K
WAM
490
Wolverine Asset Management
Illinois
$309K +$14.6K +176 +5%
PWP
491
Principle Wealth Partners
Connecticut
$308K +$1.08K +13 +0.4%
BP
492
Ballentine Partners
Massachusetts
$308K +$62.2K +751 +25%
CAG
493
Csenge Advisory Group
Florida
$307K +$87.1K +1,052 +40%
MAFM
494
Mid Atlantic Financial Management
Pennsylvania
$306K +$248 +3 +0.1%
AAS
495
Avantax Advisory Services
Texas
$304K +$304K +3,675 New
AC
496
Apella Capital
Connecticut
$302K +$828 +10 +0.3%
GP
497
Girard Partners
Pennsylvania
$301K -$41.4K -500 -12%
JIC
498
Johnson Investment Counsel
Ohio
$301K +$12.9K +156 +5%
SBSB
499
Sullivan, Bruyette, Speros & Blaney
Virginia
$299K -$32K -387 -10%
MIC
500
Means Investment Company
Maine
$299K -$1.91K -23 -0.7%

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.