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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
PFBT
601
Parkside Financial Bank & Trust
Missouri
$72K
RFM
602
Royal Fund Management
Florida
$67K
CFA
603
Carroll Financial Associates
North Carolina
$66K -$21.6K -272 -26%
GSWM
604
Golden State Wealth Management
California
$66K +$79 +1 +0.1%
AIM
605
AIA Investment Management
Singapore
$65K +$60.1K +756 New
AIC
606
Archer Investment Corporation
Indiana
$64K -$59.6K -750 -50%
HWA
607
Heritage Wealth Advisors
Virginia
$64K
PCTC
608
Perkins Coie Trust Company
Washington
$63K -$8.19K -103 -12%
BCWM
609
Bartlett & Co Wealth Management
Ohio
$60.4K +$48.2K +607 +607%
BC
610
Bartlett & Co
Ohio
$60K +$48.2K +607 +607%
LJHT
611
Laurie J. Hall Trustee
$59K
CIA
612
CSat Investment Advisory
Michigan
$58K +$2.86K +36 +6%
EWM
613
Elmwood Wealth Management
California
$56K
RTC
614
Riverview Trust Company
Washington
$53K
FPFS
615
First Personal Financial Services
North Carolina
$51K -$7.79K -98 -14%
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$47K -$15.9K -200 -27%
ARMC
617
American Research & Management Company
Massachusetts
$47K
CHC
618
City Holding Co
West Virginia
$45K -$11.2K -141 -21%
CIA
619
Cascade Investment Advisors
Oregon
$44.8K
EFSCE
620
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
MAM
621
Meeder Asset Management
Ohio
$44K +$8.74K +110 +27%
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$43K +$13.5K +170 +51%
CAL
623
Capital Analysts LLC
Pennsylvania
$42K +$39.7K +500 New
H
624
Hexavest
Quebec, Canada
$39K -$7.87K -99 -18%
AssetMark Inc
625
AssetMark Inc
California
$39K +$11.6K +146 +48%

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.