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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
RWG
601
Regal Wealth Group
California
$126K +$828 +10 +0.7%
MCM
602
MV Capital Management
Maryland
$122K
HFS
603
Hantz Financial Services
Michigan
$114K +$2.07K +25 +2%
WB
604
Webster Bank
Connecticut
$113K
SWM
605
Selective Wealth Management
Virginia
$104K
CIA
606
CSat Investment Advisory
Michigan
$101K +$25.7K +310 +34%
CI Investments Inc
607
CI Investments Inc
Ontario, Canada
$100K -$1.77M -21,329 -95%
FWM
608
FSA Wealth Management
Massachusetts
$100K
RFA
609
Reilly Financial Advisors
California
$100K
APC
610
Aspire Private Capital
North Carolina
$100K +$6.21K +75 +7%
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
GI
612
Gradient Investments
Minnesota
$97K -$37.7K -455 -28%
FPFS
613
First Personal Financial Services
North Carolina
$94K -$41.9K -506 -31%
JCM
614
Jacobi Capital Management
Pennsylvania
$83K
DOA
615
D'Orazio & Associates
Virginia
$82K
PCM
616
Penserra Capital Management
California
$81K -$6.21K -75 -7%
OSAM
617
O'Shaughnessy Asset Management
Connecticut
$81K +$71.2K +860 +748%
IA
618
IndexIQ Advisors
New York
$81K +$71.6K +865 +765%
DI
619
Disciplined Investments
Oklahoma
$76K
FHA
620
First Horizon Advisors
Tennessee
$76K
TFGT
621
TS Financial Group (TSFG)
Illinois
$76K
JGIA
622
Jackson Grant Investment Advisers
Connecticut
$73K
CIM
623
Centersquare Investment Management
Pennsylvania
$73K +$19.9K +240 +38%
CAL
624
Capital Advisors Ltd
Ohio
$72K
WEC
625
Winslow Evans & Crocker
Massachusetts
$71K +$166 +2 +0.2%

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.