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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
AssetMark Inc
626
AssetMark Inc
California
$70K +$18.6K +225 +37%
EIP
627
Ellis Investment Partners
Pennsylvania
$66K +$64.8K +783 New
RE
628
RBC Europe
United Kingdom
$65K
HWA
629
Heritage Wealth Advisors
Virginia
$62K -$662 -8 -1%
AIM
630
AIA Investment Management
Singapore
$62K -$28.4K -343 -31%
BC
631
Bartlett & Co
Ohio
$62K
WR
632
Watson Rebecca
$62K +$62.1K +750 New
BCWM
633
Bartlett & Co Wealth Management
Ohio
$62K
PCTC
634
Perkins Coie Trust Company
Washington
$61K
CFA
635
Carroll Financial Associates
North Carolina
$60K -$4.31K -52 -7%
PA
636
Procyon Advisors
Connecticut
$60K
EWM
637
Elmwood Wealth Management
California
$55K -$2.9K -35 -5%
FWM
638
Focused Wealth Management
New York
$52K
CCM
639
Cribstone Capital Management
Maine
$50K
AIL
640
AGF Investments LLC
Ontario, Canada
$50K +$16.4K +198 +49%
BHWM
641
Bay Harbor Wealth Management
Maryland
$49K +$9.03K +109 +23%
WTC
642
WhitTier Trust Company
Nevada
$47K -$1.57K -19 -3%
ARMC
643
American Research & Management Company
Massachusetts
$46K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$46K
CHC
645
City Holding Co
West Virginia
$44K
CIA
646
Cascade Investment Advisors
Oregon
$43.6K
NIM
647
NuWave Investment Management
New Jersey
$43K -$27.2K -329 -39%
Northwestern Mutual Wealth Management
648
Northwestern Mutual Wealth Management
Wisconsin
$43K -$18.1K -218 -30%
KFS
649
Kelly Financial Services
Massachusetts
$42.7K +$248 +3 +0.6%
MSFP
650
Mark Sheptoff Financial Planning
Connecticut
$42K

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.