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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
WT
551
Whittier Trust
California
$202K
GGI
552
Godsey & Gibb Inc
Virginia
$202K +$188K +2,361 New
MOS
553
MGO One Seven
Ohio
$201K +$187K +2,356 New
ST
554
Smithfield Trust
Pennsylvania
$186K
PCG
555
Private Capital Group
Connecticut
$184K +$104K +1,303 +153%
OIA
556
Optimum Investment Advisors
Illinois
$179K
Bessemer Group
557
Bessemer Group
New Jersey
$174K -$6.71M -84,416 -98%
S
558
SignatureFD
Georgia
$169K +$21K +264 +15%
WPA
559
West Paces Advisors
Georgia
$167K
HIIFS
560
Harel Insurance Investments & Financial Services
Israel
$164K +$152K +1,915 New
SNT
561
Security National Trust
West Virginia
$163K -$25.8K -325 -15%
EWM
562
Endurance Wealth Management
Rhode Island
$161K
HWM
563
Holloway Wealth Management
Florida
$161K
RCAG
564
Rehmann Capital Advisory Group
Michigan
$161K -$79 -1 -0.1%
ASN
565
Advisory Services Network
Georgia
$158K
FMT
566
First Mercantile Trust
Tennessee
$158K +$6.68K +84 +5%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$154K -$12.7K -160 -8%
PMFA
568
Plante Moran Financial Advisors
Michigan
$150K
OAM
569
Oppenheimer Asset Management
New York
$149K -$1.11K -14 -0.8%
MCM
570
MV Capital Management
Maryland
$147K +$88.7K +1,116 +186%
GI
571
Gradient Investments
Minnesota
$137K +$556 +7 +0.4%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$136K
TIM
573
Tortoise Investment Management
New York
$135K
OC
574
Oakworth Capital
Alabama
$129K -$159 -2 -0.1%
RWG
575
Regal Wealth Group
California
$127K +$715 +9 +0.6%

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.