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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
DS
551
DRW Securities
Illinois
$226K +$232K +2,708 New
NFG
552
Next Financial Group
Texas
$223K +$11K +128 +5%
CC
553
Courier Capital
New York
$222K
OPS
554
Orion Portfolio Solutions
Nebraska
$220K -$15.1K -176 -6%
FFG
555
Ford Financial Group
California
$220K
HIIFS
556
Harel Insurance Investments & Financial Services
Israel
$219K +$224K +2,622 New
Financial Engines Advisors
557
Financial Engines Advisors
California
$219K +$225K +2,626 New
IP
558
Investment Partners
Ohio
$217K +$1.37K +16 +0.6%
JWM
559
JGP Wealth Management
Oregon
$215K +$201K +2,348 New
Bessemer Group
560
Bessemer Group
New Jersey
$214K -$919K -10,732 -81%
YIA
561
YHB Investment Advisors
Connecticut
$213K -$77K -900 -26%
IA
562
IndexIQ Advisors
New York
$213K +$135K +1,572 +161%
FCH
563
Freestone Capital Holdings
Washington
$213K +$218K +2,549 New
PFM
564
Peak Financial Management
Massachusetts
$212K
OAM
565
Oppenheimer Asset Management
New York
$212K +$8.05K +94 +4%
BC
566
Burney Company
Virginia
$211K
CG
567
Cutler Group
California
$210K +$51.5K +602 +31%
EB
568
Eastern Bank
Massachusetts
$209K
OBWP
569
O'Brien Wealth Partners
Massachusetts
$209K +$193K +2,257 New
RWB
570
RMR Wealth Builders
New Jersey
$209K +$214K +2,502 New
S
571
SignatureFD
Georgia
$208K -$3.51K -41 -2%
Los Angeles Capital Management
572
Los Angeles Capital Management
California
$207K
QCG
573
Quadrant Capital Group
Ohio
$206K -$4.71K -55 -2%
BAM
574
Belpointe Asset Management
Nevada
$206K +$211K +2,465 New
SOAMC
575
Spirit of America Management Corp
New York
$205K

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.