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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
SAM
526
Strategy Asset Managers
California
$256K +$254K +3,067 New
BMC
527
Beaton Management Company
Massachusetts
$254K -$8.53K -103 -3%
CFFP
528
Center for Financial Planning
Michigan
$254K
BCM
529
Becker Capital Management
Oregon
$251K
PPW
530
Parcion Private Wealth
Washington
$249K
WC
531
Woodstock Corp
Massachusetts
$249K
Acadian Asset Management
532
Acadian Asset Management
Massachusetts
$248K +$80.8K +976 +49%
DIM
533
DC Investments Management
Virginia
$246K -$262K -3,160 -52%
MWM
534
Minot Wealth Management
Massachusetts
$246K +$497 +6 +0.2%
SIA
535
Strategic Investment Advisors
Michigan
$246K +$7.7K +93 +3%
ECM
536
EagleClaw Capital Management
Massachusetts
$245K
MSA
537
Marino Stram & Associates
Massachusetts
$243K +$1.57K +19 +0.7%
GVAG
538
Great Valley Advisor Group
Delaware
$243K +$241K +2,915 New
CG
539
Colony Group
Massachusetts
$239K -$36.4K -439 -13%
AUB
540
Atlantic Union Bankshares
Virginia
$238K
IG
541
ING Group
Netherlands
$237K -$254K -3,073 -52%
KPW
542
Kore Private Wealth
New York
$236K -$24.3K -294 -9%
CAM
543
Centre Asset Management
New York
$235K +$14.9K +180 +7%
AG
544
AlphaSimPlex Group
Massachusetts
$235K +$233K +2,818 New
RWP
545
RWA Wealth Partners
Massachusetts
$234K
OPS
546
Orion Portfolio Solutions
Nebraska
$234K +$49.4K +597 +27%
LCM
547
Laurion Capital Management
New York
$233K +$232K +2,800 New
BOS
548
Bank of Stockton
California
$232K
MMA
549
Miracle Mile Advisors
California
$229K -$17.8K -215 -7%
CIAS
550
Capital Investment Advisory Services
North Carolina
$228K

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.