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Eversource Energy

759 hedge funds and large institutions have $22.2B invested in Eversource Energy in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 255 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $40M | Put options by funds: $11.5M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

2% more funds holding

Funds holding: 743759 (+16)

6% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 255

3% less capital invested

Capital invested by funds: $22.9B → $22.2B (-$687M)

2.56% less ownership

Funds ownership: 80.2%77.64% (-2.6%)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
759
Holders Change
+16
Holders Change %
+2.15%
% of All Funds
15.31%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.08%
New
80
Increased
270
Reduced
255
Closed
59
Calls
$40M
Puts
$11.5M
Net Calls
+$28.5M
Net Calls Change
-$79.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
476
ELCO Management
New York
$334K
TF
477
TimeScale Financial
Massachusetts
$328K +$1.88K +22 +0.6%
RJT
478
Raymond James Trust
Florida
$327K -$6.08K -71 -2%
MAFM
479
Mid Atlantic Financial Management
Pennsylvania
$326K -$16.9K -197 -5%
FGA
480
Fortis Group Advisors
New Jersey
$325K +$333K +3,891 New
HPC
481
HM Payson & Co
Maine
$323K +$5.05K +59 +2%
APW
482
Acima Private Wealth
Virginia
$317K
CAG
483
Csenge Advisory Group
Florida
$316K -$17.4K -203 -6%
TBA
484
Tower Bridge Advisors
Pennsylvania
$313K
ST
485
Smithfield Trust
Pennsylvania
$311K -$15.7K -183 -5%
MIC
486
Means Investment Company
Maine
$311K -$10.4K -121 -3%
SW
487
SVB Wealth
Massachusetts
$307K -$74.1K -865 -19%
AC
488
Apella Capital
Connecticut
$304K +$856 +10 +0.3%
GP
489
Girard Partners
Pennsylvania
$302K
SBSB
490
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K
GWS
491
Glassman Wealth Services
Virginia
$298K -$95.9K -1,120 -24%
RC
492
RegentAtlantic Capital
New Jersey
$298K -$21.1K -246 -6%
BG
493
Berry Group
Massachusetts
$298K +$72.8K +850 +31%
NP
494
NorthRock Partners
Minnesota
$295K +$302K +3,529 New
JIC
495
Johnson Investment Counsel
Ohio
$294K -$8.39K -98 -3%
MCWS
496
McKinley Carter Wealth Services
West Virginia
$293K +$9.5K +111 +3%
WIC
497
Wilkins Investment Counsel
Massachusetts
$292K +$300K +3,500 New
GIA
498
Gateway Investment Advisers
Ohio
$291K -$25.8K -301 -8%
GWM
499
Geneos Wealth Management
Colorado
$291K +$342 +4 +0.1%
RP
500
Rice Partnership
Hawaii
$290K +$297K +3,470 New

ES Hedge Fund Activity: Q3 2020 in Review

759 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2020, worth a combined $22.2B — down 3% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ES positions and 59 closed out — a net gain of 21 holders — while 270 added to existing stakes and 255 trimmed.

The largest buyer was BlackRock, adding an estimated $99M. The largest seller was Goldman Sachs, cutting an estimated $490M.

  • 759 institutional investors held Eversource Energy (ES) as of Q3 2020, up from 743 in Q2 2020.
  • Funds reported $22.2B of Eversource Energy stock for Q3 2020, down 3% quarter-over-quarter.
  • 80 funds opened new Eversource Energy positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Eversource Energy buyer in Q3 2020 was BlackRock, an estimated $99M added.
  • The largest Eversource Energy seller in Q3 2020 was Goldman Sachs, an estimated $490M sold.

Based on aggregated 13F filings for Q3 2020.