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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
NIM
626
NuWave Investment Management
New Jersey
$38K -$218K -2,744 -86%
ZB
627
Zions Bancorporation
Utah
$38K
TWA
628
TCI Wealth Advisors
Arizona
$36K
CFGS
629
Concourse Financial Group Securities
Alabama
$35K -$465K -5,846 -94%
BEI
630
Benjamin Edwards Inc
Missouri
$35K
GRP
631
Global Retirement Partners
California
$35K +$159 +2 +0.5%
KTC
632
Kistler-Tiffany Companies
Pennsylvania
$34K
WTC
633
WhitTier Trust Company
Nevada
$34K
VCM
634
Versant Capital Management
Arizona
$31K -$1.67K -21 -5%
TFO
635
Tarbox Family Office
California
$27K
DAM
636
Delta Asset Management
Tennessee
$26K
HFM
637
Hartford Financial Management
Connecticut
$26K
POIA
638
Pin Oak Investment Advisors
Texas
$25K -$1.43K -18 -6%
LC
639
Lindbrook Capital
California
$25K
VNA
640
Valley National Advisers
Pennsylvania
$24K
AIC
641
Ameritas Investment Company
Nebraska
$24K +$22.2K +279 New
KFS
642
Kelly Financial Services
Massachusetts
$23.9K +$79 +1 +0.4%
AP
643
Atwood & Palmer
Missouri
$22K
BCA
644
Berman Capital Advisors
Georgia
$22K
RAM
645
Riggs Asset Management
Pennsylvania
$22K
SLF
646
Sun Life Financial
Ontario, Canada
$22K +$477 +6 +2%
AIM
647
Anchor Investment Management
South Carolina
$21K
FMTCOCP
648
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K +$4.29K +54 +28%
RA
649
Rational Advisors
New York
$18K -$36.6K -460 -69%
LWM
650
Liberty Wealth Management
California
$14K -$683K -8,598 -98%

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.