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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
OAM
576
Oppenheimer Asset Management
New York
$203K +$22.6K +273 +13%
Members Trust
577
Members Trust
Florida
$203K +$202K +2,436 New
NCM
578
Northside Capital Management
Oregon
$203K +$202K +2,441 New
EGM
579
Engineers Gate Manager
New York
$200K -$3.58M -43,183 -95%
AAIM
580
Asset Advisors Investment Management
Georgia
$200K +$199K +2,403 New
SC
581
Steph & Co
Wisconsin
$196K -$3.06K -37 -2%
Bank Julius Baer & Co
582
Bank Julius Baer & Co
Switzerland
$190K +$2.07K +25 +1%
FC
583
FORA Capital
Florida
$180K +$179K +2,156 New
CFG
584
Citizens Financial Group
Rhode Island
$177K +$51.6K +623 +42%
LAM
585
Lountzis Asset Management
Pennsylvania
$171K +$170K +2,050 New
OIA
586
Optimum Investment Advisors
Illinois
$167K -$8.28K -100 -5%
TF
587
Tompkins Financial
New York
$167K +$166K +2,005 New
PCG
588
Private Capital Group
Connecticut
$163K -$73.1K -883 -31%
TIM
589
Tortoise Investment Management
New York
$159K +$28.2K +341 +22%
CG
590
Cutler Group
California
$159K +$158K +1,912 New
AF
591
Advisornet Financial
Minnesota
$158K -$65.2K -787 -29%
EWM
592
Endurance Wealth Management
Rhode Island
$157K
PMFA
593
Plante Moran Financial Advisors
Michigan
$148K +$2.07K +25 +1%
WPA
594
West Paces Advisors
Georgia
$143K
HWM
595
Holloway Wealth Management
Florida
$141K
MAM
596
Meeder Asset Management
Ohio
$141K +$55.1K +665 +65%
LS
597
Leelyn Smith
Illinois
$137K
SBL
598
Sargent Bickham Lagudis
Colorado
$136K
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$135K -$7.37K -89 -5%
OC
600
Oakworth Capital
Alabama
$126K

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.