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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
WT
501
Washington Trust
Rhode Island
$293K -$103K -1,245 -26%
NDSI
502
Newman Dignan & Sheerar Inc
Rhode Island
$293K -$16.2K -196 -6%
VCM
503
Vigilant Capital Management
Maine
$288K +$62.1K +750 +28%
GWM
504
Geneos Wealth Management
Colorado
$288K +$102K +1,237 +54%
YIA
505
YHB Investment Advisors
Connecticut
$287K -$5.8K -70 -2%
LS
506
Livforsakringsbolaget Skandia
Sweden
$287K
IWS
507
Insight Wealth Strategies
California
$287K +$7.54K +91 +3%
CAM
508
Cozad Asset Management
Illinois
$286K
PRS
509
Pinkerton Retirement Specialists
Idaho
$285K
MCWS
510
McKinley Carter Wealth Services
West Virginia
$283K +$4.72K +57 +2%
CWM
511
Connecticut Wealth Management
Connecticut
$276K +$29.9K +361 +12%
SWM
512
SeaCrest Wealth Management
New York
$275K +$166 +2 +0.1%
SSB
513
Sandy Spring Bank
Maryland
$275K +$21.1K +255 +8%
AFG
514
Albion Financial Group
Utah
$274K
FAIM
515
Financial Advocates Investment Management
Washington
$273K -$3.56K -43 -1%
Federated Hermes
516
Federated Hermes
Pennsylvania
$273K +$18.4K +222 +7%
RA
517
RFG Advisory
Alabama
$272K -$47K -567 -15%
FCBT
518
First Citizens Bank & Trust
North Carolina
$271K -$52.3K -632 -16%
ABTD
519
Arvest Bank Trust Division
Oklahoma
$268K
WS
520
Wedbush Securities
California
$266K -$37.4K -452 -12%
LNC
521
Lincoln National Corp
Pennsylvania
$266K +$264K +3,191 New
ABC
522
Associated Banc-Corp
Wisconsin
$264K
MCM
523
Murphy Capital Management
New Jersey
$263K -$7.87K -95 -3%
SPC
524
Sigma Planning Corp
Michigan
$261K +$331 +4 +0.1%
BC
525
Brinker Capital
Pennsylvania
$257K -$828 -10 -0.3%

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.