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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
LOAME
501
Lombard Odier Asset Management (Europe)
United Kingdom
$290K +$297K +3,474 New
TNB
502
TCF National Bank
South Dakota
$289K -$250K -2,919 -46%
VCM
503
Vigilant Capital Management
Maine
$289K
LS
504
Livforsakringsbolaget Skandia
Sweden
$288K
CAM
505
Cozad Asset Management
Illinois
$287K
PRS
506
Pinkerton Retirement Specialists
Idaho
$285K
SIA
507
Strategic Investment Advisors
Michigan
$285K +$38.6K +451 +15%
IWS
508
Insight Wealth Strategies
California
$279K -$9.25K -108 -3%
MCM
509
MAI Capital Management
Ohio
$276K +$283K +3,305 New
TCA
510
Tortoise Capital Advisors
Kansas
$276K +$283K +3,305 New
SWM
511
SeaCrest Wealth Management
New York
$275K -$257 -3 -0.1%
AFG
512
Albion Financial Group
Utah
$275K
SSB
513
Sandy Spring Bank
Maryland
$275K
FAIM
514
Financial Advocates Investment Management
Washington
$274K -$428 -5 -0.2%
BP
515
Ballentine Partners
Massachusetts
$271K -$39.1K -457 -12%
BCI
516
Brinker Capital Investments
Pennsylvania
$269K +$275K +3,214 New
MWM
517
Minot Wealth Management
Massachusetts
$268K +$21.7K +253 +9%
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$267K +$18.7K +218 +7%
BSW
519
Buckingham Strategic Wealth
Missouri
$265K -$116K -1,353 -30%
KPW
520
Kore Private Wealth
New York
$265K +$28.8K +336 +12%
FCBT
521
First Citizens Bank & Trust
North Carolina
$264K -$8.47K -99 -3%
ABC
522
Associated Banc-Corp
Wisconsin
$264K
MCM
523
Murphy Capital Management
New Jersey
$264K
SAM
524
Strategy Asset Managers
California
$264K +$8.05K +94 +3%
UCFA
525
United Capital Financial Advisors
Texas
$263K +$270K +3,151 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.