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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
WPA
601
West Paces Advisors
Georgia
$135K -$8.47K -99 -6%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$135K -$86 -1 -0.1%
ASN
603
Advisory Services Network
Georgia
$134K +$137K +1,599 New
SIS
604
Sound Income Strategies
Florida
$131K +$101K +1,181 +308%
RWG
605
Regal Wealth Group
California
$127K +$942 +11 +0.7%
MCM
606
MV Capital Management
Maryland
$122K
WB
607
Webster Bank
Connecticut
$114K
HFS
608
Hantz Financial Services
Michigan
$112K -$2.4K -28 -2%
CIA
609
CSat Investment Advisory
Michigan
$112K +$10.1K +118 +10%
Twin Tree Management
610
Twin Tree Management
Texas
$111K +$114K +1,328 New
NIC
611
Northwest Investment Counselors
Oregon
$110K +$112K +1,312 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
612
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$109K -$1.4M -16,400 -93%
SWM
613
Selective Wealth Management
Virginia
$104K
APC
614
Aspire Private Capital
North Carolina
$104K +$4.54K +53 +4%
RFA
615
Reilly Financial Advisors
California
$103K +$3.34K +39 +3%
GI
616
Gradient Investments
Minnesota
$100K +$2.31K +27 +2%
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
JCM
618
Jacobi Capital Management
Pennsylvania
$99K +$15.8K +185 +19%
AssetMark Inc
619
AssetMark Inc
California
$99K +$29.9K +349 +42%
BWM
620
Baystate Wealth Management
Massachusetts
$96K -$115K -1,348 -54%
FPFS
621
First Personal Financial Services
North Carolina
$94K
CI Investments Inc
622
CI Investments Inc
Ontario, Canada
$91K -$10.1K -118 -10%
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$91K +$10.2K +119 +12%
AIM
624
AIA Investment Management
Singapore
$88K +$26.2K +306 +41%
SC
625
Sawyer & Company
Massachusetts
$86K -$128K -1,500 -59%

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.