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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
SBSB
576
Sullivan, Bruyette, Speros & Blaney
Virginia
$125K +$116K +1,461 New
BWM
577
Baystate Wealth Management
Massachusetts
$124K +$715 +9 +0.6%
FWM
578
Focused Wealth Management
New York
$121K -$5.48K -69 -5%
PCM
579
Price Capital Management
Louisiana
$121K +$1.15M +14,422 New
AF
580
Advisornet Financial
Minnesota
$118K +$43.9K +552 +67%
WB
581
Webster Bank
Connecticut
$117K +$4.77K +60 +5%
NIC
582
Northwest Investment Counselors
Oregon
$112K +$104K +1,312 New
CCM
583
Cribstone Capital Management
Maine
$109K
AF
584
Arrow Financial
New York
$109K +$101K +1,275 New
SWM
585
Selective Wealth Management
Virginia
$106K +$99K +1,246 New
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$102K
CIM
587
Centersquare Investment Management
Pennsylvania
$94K +$795 +10 +0.9%
RFA
588
Reilly Financial Advisors
California
$92K -$4.37K -55 -5%
RIA
589
Realta Investment Advisors
Delaware
$92K
MA
590
MUFG Americas
New York
$90K +$25K +314 +43%
SBL
591
Sargent Bickham Lagudis
Colorado
$88K
FHA
592
First Horizon Advisors
Tennessee
$86K +$32.2K +405 +68%
JCM
593
Jacobi Capital Management
Pennsylvania
$85K -$10.4K -131 -12%
RE
594
RBC Europe
United Kingdom
$84.7K +$41.6K +524 +112%
DOA
595
D'Orazio & Associates
Virginia
$84K
GLI
596
Guardian Life Insurance
New York
$81K +$2.62K +33 +4%
TFGT
597
TS Financial Group (TSFG)
Illinois
$78K
CAL
598
Capital Advisors Ltd
Ohio
$74K
WEC
599
Winslow Evans & Crocker
Massachusetts
$74K +$159 +2 +0.2%
JGIA
600
Jackson Grant Investment Advisers
Connecticut
$74K +$477 +6 +0.7%

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.