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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
BAM
576
Berkshire Asset Management
Pennsylvania
$204K -$16.4K -192 -7%
Members Trust
577
Members Trust
Florida
$204K
NCM
578
Northside Capital Management
Oregon
$204K
RMCM
579
Reynders McVeigh Capital Management
Massachusetts
$204K
LNC
580
Lincoln National Corp
Pennsylvania
$202K -$66K -771 -24%
BWP
581
BSW Wealth Partners
Colorado
$202K +$207K +2,413 New
EWM
582
Evercore Wealth Management
New York
$201K +$206K +2,412 New
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
$200K +$205K +2,399 New
SC
584
Steph & Co
Wisconsin
$196K -$1.37K -16 -0.7%
Bank Julius Baer & Co
585
Bank Julius Baer & Co
Switzerland
$190K -$171 -2 -0.1%
HR
586
Howe & Rusling
New York
$188K -$25.4K -297 -12%
EA
587
Ecofin Advisors
United Kingdom
$176K +$181K +2,110 New
BWM
588
BerganKDV Wealth Management
Minnesota
$171K -$49.6K -579 -22%
LAM
589
Lountzis Asset Management
Pennsylvania
$171K
TF
590
Tompkins Financial
New York
$168K
OIA
591
Optimum Investment Advisors
Illinois
$167K
TIM
592
Tortoise Investment Management
New York
$160K
OC
593
Oakworth Capital
Alabama
$160K +$34.2K +400 +26%
EWM
594
Endurance Wealth Management
Rhode Island
$158K
AF
595
Advisornet Financial
Minnesota
$151K -$7.28K -85 -4%
PMFA
596
Plante Moran Financial Advisors
Michigan
$149K
LS
597
Leelyn Smith
Illinois
$149K +$12K +140 +9%
HWM
598
Holloway Wealth Management
Florida
$142K
MAM
599
Meeder Asset Management
Ohio
$140K -$1.8K -21 -1%
SBL
600
Sargent Bickham Lagudis
Colorado
$137K

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.