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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
MSA
501
Marino Stram & Associates
Massachusetts
$256K +$1.35K +17 +0.6%
WC
502
Woodstock Corp
Massachusetts
$255K
CG
503
Caprock Group
Idaho
$252K -$76.5K -963 -25%
PI
504
Putnam Investments
Massachusetts
$252K
TCM
505
Tuttle Capital Management
Connecticut
$252K +$250K +3,148 New
Jacobs Levy Equity Management
506
Jacobs Levy Equity Management
New Jersey
$249K -$871K -10,960 -79%
PIP
507
Peachtree Investment Partners
Florida
$248K -$115K -1,446 -33%
CWM
508
Connecticut Wealth Management
Connecticut
$248K +$231K +2,903 New
BOS
509
Bank of Stockton
California
$246K -$45.7K -575 -17%
UCFA
510
United Capital Financial Advisors
Texas
$245K -$198K -2,485 -46%
AUB
511
Atlantic Union Bankshares
Virginia
$245K -$24K -302 -10%
VFA
512
Voya Financial Advisors
Connecticut
$245K -$7.87K -99 -3%
SP
513
Symmetry Partners
Connecticut
$241K
HI
514
Horizon Investments
North Carolina
$240K -$22.6K -284 -9%
RWP
515
RWA Wealth Partners
Massachusetts
$240K +$223K +2,807 New
AWCI
516
Alpine Woods Capital Investors
New York
$239K
BP
517
Ballentine Partners
Massachusetts
$238K +$220K +2,773 New
RC
518
RegentAtlantic Capital
New Jersey
$237K -$16.2K -204 -7%
QCG
519
Quadrant Capital Group
Ohio
$235K -$25.4K -320 -10%
EIA
520
Eldridge Investment Advisors
New Hampshire
$235K
CIAS
521
Capital Investment Advisory Services
North Carolina
$234K
Cohen & Steers
522
Cohen & Steers
New York
$230K +$214K +2,696 New
EWM
523
Evercore Wealth Management
New York
$227K -$21.4K -269 -9%
FA
524
FDx Advisors
Illinois
$227K -$14.5K -183 -6%
BBHC
525
Brown Brothers Harriman & Co
New York
$226K +$3.26K +41 +2%

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.