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Eversource Energy
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Overview Fund Activity

736 hedge funds and large institutions have $20.8B invested in Eversource Energy in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
-20
Holders Change %
-2.65%
% of All Funds
16.26%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.15%
New
71
Increased
267
Reduced
283
Closed
84
Calls
$83.1M
Puts
$8.55M
Net Calls
+$74.5M
Net Calls Change
-$7.42M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$373M
2
State Street
State Street
Massachusetts
+$198M
3
BlackRock
BlackRock
New York
+$123M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$66.8M
5
AAMU
Amundi Asset Management US
Massachusetts
+$59.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$609M
2
CSIA
Charles Schwab Investment Advisory
California
-$416M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
4
Macquarie Group
Macquarie Group
Australia
-$98.8M
5
Goldman Sachs
Goldman Sachs
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
626
Royal Fund Management
Florida
$61K -$2.87K -37 -4%
GSWM
627
Golden State Wealth Management
California
$60K +$60K +767 New
AIS
628
Accurate Investment Solutions
Pennsylvania
$59K +$59K +749 New
HWA
629
Heritage Wealth Advisors
Virginia
$58.9K – – –
BCWM
630
Bartlett & Co Wealth Management
Ohio
$58.2K +$1.49K +19 +3%
Northwestern Mutual Wealth Management
631
Northwestern Mutual Wealth Management
Wisconsin
$58K -$96.6K -1,227 -62%
EWM
632
EPG Wealth Management
Georgia
$58K +$20K +256 +53%
BC
633
Bartlett & Co
Ohio
$58K +$58K +744 New
PCTC
634
Perkins Coie Trust Company
Washington
$57K – – –
PA
635
Procyon Advisors
Connecticut
$56K – – –
VCP
636
Verus Capital Partners
Arizona
$54K +$15.7K +200 +41%
CBT
637
Capital Bank & Trust
California
$52K – – –
CIM
638
Centersquare Investment Management
Pennsylvania
$49K +$49K +632 New
FWM
639
Focused Wealth Management
New York
$48K – – –
AssetMark Inc
640
AssetMark Inc
California
$48K +$3.59K +46 +8%
CCM
641
Cribstone Capital Management
Maine
$47K -$41.3K -527 -47%
WTC
642
WhitTier Trust Company
Nevada
$46K +$14.9K +189 +48%
ARMC
643
American Research & Management Company
Massachusetts
$43K – – –
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$43K – – –
Parallax Volatility Advisers
645
Parallax Volatility Advisers
California
$43K +$43K +555 New
EWM
646
Elmwood Wealth Management
California
$41K +$41K +696 New
CHC
647
City Holding Co
West Virginia
$41K – – –
CIA
648
Cascade Investment Advisors
Oregon
$41K – – –
KFS
649
Kelly Financial Services
Massachusetts
$39.9K +$157 +2 +0.4%
MSFP
650
Mark Sheptoff Financial Planning
Connecticut
$39K – – –
24 25
26
27 28