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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
FFG
526
Ford Financial Group
California
$225K -$126K -1,582 -37%
EB
527
Eastern Bank
Massachusetts
$225K +$209K +2,630 New
NFG
528
Next Financial Group
Texas
$224K
PPSG
529
Princeton Portfolio Strategies Group
New Jersey
$224K +$209K +2,624 New
CSS
530
Cubist Systematic Strategies
Connecticut
$222K -$4.47M -56,196 -96%
AS
531
Altshuler Shaham
Israel
$217K +$106K +1,328 +109%
IP
532
Investment Partners
Ohio
$217K +$201K +2,534 New
RMCM
533
Reynders McVeigh Capital Management
Massachusetts
$217K +$202K +2,541 New
BC
534
Burney Company
Virginia
$216K +$201K +2,527 New
YMRC
535
Yorktown Management & Research Company
Virginia
$214K +$199K +2,500 New
Jones Financial Companies
536
Jones Financial Companies
Missouri
$214K +$199K +2,506 New
IWM
537
IHT Wealth Management
Illinois
$213K +$198K +2,493 New
SNBOSCI
538
Security National Bank of Sioux City Iowa
Iowa
$212K +$197K +2,476 New
UAS
539
United Asset Strategies
New York
$212K +$197K +2,484 New
TF
540
TimeScale Financial
Massachusetts
$210K -$55.2K -694 -22%
GWM
541
Geneos Wealth Management
Colorado
$209K -$3.02K -38 -2%
BJL
542
Brighton Jones LLC
Washington
$209K +$194K +2,440 New
NCM
543
Northside Capital Management
Oregon
$209K +$194K +2,441 New
BAS
544
Brown Advisory Securities
Maryland
$206K -$39.7K -500 -17%
BWM
545
BerganKDV Wealth Management
Minnesota
$205K -$29.4K -370 -13%
AAIM
546
Asset Advisors Investment Management
Georgia
$205K +$191K +2,403 New
DP
547
Dearborn Partners
Illinois
$204K +$190K +2,387 New
CG
548
Colony Group
Massachusetts
$204K +$190K +2,388 New
GVAG
549
Great Valley Advisor Group
Delaware
$203K +$188K +2,369 New
NDSI
550
Newman Dignan & Sheerar Inc
Rhode Island
$203K +$189K +2,378 New

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.