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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
ARTA
551
A.R.T. Advisors
New York
$228K +$227K +2,740 New
P
552
&Partners
Tennessee
$227K +$226K +2,732 New
BG
553
Berry Group
Massachusetts
$226K
MCG
554
MACRO Consulting Group
New Jersey
$225K
OL
555
Optas LLC
Texas
$225K +$224K +2,701 New
BAM
556
Berkshire Asset Management
Pennsylvania
$219K -$72.5K -876 -25%
FFG
557
Ford Financial Group
California
$219K
BWM
558
BerganKDV Wealth Management
Minnesota
$219K +$16.1K +194 +8%
6M
559
6 Meridian
Kansas
$215K -$360K -4,345 -63%
IP
560
Investment Partners
Ohio
$215K +$1.24K +15 +0.6%
HR
561
Howe & Rusling
New York
$213K -$25.6K -309 -11%
NFG
562
Next Financial Group
Texas
$212K -$497 -6 -0.2%
SC
563
Sawyer & Company
Massachusetts
$211K
S
564
SignatureFD
Georgia
$211K +$21.4K +258 +11%
PFM
565
Peak Financial Management
Massachusetts
$211K +$210K +2,532 New
QCG
566
Quadrant Capital Group
Ohio
$210K -$41.8K -505 -17%
BC
567
Burney Company
Virginia
$210K +$209K +2,527 New
SCM
568
Spreng Capital Management
Ohio
$209K +$208K +2,517 New
BWM
569
Baystate Wealth Management
Massachusetts
$208K +$48.7K +588 +31%
EB
570
Eastern Bank
Massachusetts
$208K +$207K +2,500 New
Los Angeles Capital Management
571
Los Angeles Capital Management
California
$206K +$205K +2,472 New
SOAMC
572
Spirit of America Management Corp
New York
$204K +$53.8K +650 +36%
IWM
573
IHT Wealth Management
Illinois
$204K +$203K +2,453 New
RMCM
574
Reynders McVeigh Capital Management
Massachusetts
$203K -$24.6K -297 -11%
CC
575
Courier Capital
New York
$203K

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.