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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
NDSI
526
Newman Dignan & Sheerar Inc
Rhode Island
$262K -$8.56K -100 -3%
BOTW
527
Bank of the West
California
$261K -$77K -899 -22%
PPW
528
Parcion Private Wealth
Washington
$258K
RA
529
RFG Advisory
Alabama
$257K -$16.4K -191 -6%
GVAG
530
Great Valley Advisor Group
Delaware
$257K +$13K +152 +5%
WS
531
Wedbush Securities
California
$255K -$12.2K -143 -4%
CFFP
532
Center for Financial Planning
Michigan
$255K
BFM
533
Boothbay Fund Management
New York
$254K -$317K -3,705 -55%
WC
534
Woodstock Corp
Massachusetts
$249K
KPWS
535
Kestra Private Wealth Services
Texas
$249K +$255K +2,984 New
BMC
536
Beaton Management Company
Massachusetts
$247K -$8.56K -100 -3%
BCM
537
Becker Capital Management
Oregon
$246K -$6.42K -75 -2%
IWM
538
IHT Wealth Management
Illinois
$240K +$36K +421 +17%
MSA
539
Marino Stram & Associates
Massachusetts
$239K -$5.05K -59 -2%
CG
540
Colony Group
Massachusetts
$239K -$1.2K -14 -0.5%
BCB
541
Brian C. Broderick
$239K +$245K +2,860 New
RWP
542
RWA Wealth Partners
Massachusetts
$235K
T
543
TRUADVICE
Florida
$232K +$217K +2,533 New
MMA
544
Miracle Mile Advisors
California
$230K
PCG
545
Private Capital Group
Connecticut
$230K +$68.4K +799 +41%
EF
546
Empirical Finance
Pennsylvania
$230K +$235K +2,748 New
CIAS
547
Capital Investment Advisory Services
North Carolina
$229K
BOS
548
Bank of Stockton
California
$228K -$4.28K -50 -2%
P
549
&Partners
Tennessee
$228K
AUB
550
Atlantic Union Bankshares
Virginia
$226K -$13K -152 -5%

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.