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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
CIM
626
Centersquare Investment Management
Pennsylvania
$86K +$13.5K +158 +18%
HCA
627
Horan Capital Advisors
Ohio
$84K +$85.6K +1,000 New
PCM
628
Penserra Capital Management
California
$83K +$1.8K +21 +2%
DOA
629
D'Orazio & Associates
Virginia
$82K
FQ
630
First Quadrant
California
$81K -$276K -3,222 -77%
FHA
631
First Horizon Advisors
Tennessee
$81K +$4.96K +58 +6%
TFGT
632
TS Financial Group (TSFG)
Illinois
$77K
DI
633
Disciplined Investments
Oklahoma
$76K
JGIA
634
Jackson Grant Investment Advisers
Connecticut
$73K
CAL
635
Capital Advisors Ltd
Ohio
$72K
WEC
636
Winslow Evans & Crocker
Massachusetts
$72K +$171 +2 +0.2%
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$66K +$20.7K +242 +44%
RE
638
RBC Europe
United Kingdom
$65.3K
EIP
639
Ellis Investment Partners
Pennsylvania
$65K +$428 +5 +0.6%
C
640
Cerebellum
California
$65K +$66.5K +777 New
HWA
641
Heritage Wealth Advisors
Virginia
$62.2K
BCWM
642
Bartlett & Co Wealth Management
Ohio
$62.2K
BC
643
Bartlett & Co
Ohio
$62K
PCTC
644
Perkins Coie Trust Company
Washington
$61K
CHAM
645
Clear Harbor Asset Management
Connecticut
$60.5K +$62K +724 New
PFS
646
Prospera Financial Services
Texas
$60K -$2.52M -29,478 -98%
CFA
647
Carroll Financial Associates
North Carolina
$60K
CFO
648
CVA Family Office
Colorado
$58K +$59.1K +690 New
EWM
649
Elmwood Wealth Management
California
$55K
FWM
650
Focused Wealth Management
New York
$52K

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.