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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
NSIM
651
North Star Investment Management
Illinois
$14K +$13.2K +166 New
CA
652
Centerpoint Advisors
Massachusetts
$13K
JPLA
653
Joseph P. Lucia & Associates
New York
$13K
SA
654
SRH Advisors
Kansas
$13K
FANJ
655
Financial Architects (New Jersey)
New Jersey
$13K +$2.46K +31 +26%
JWA
656
JFS Wealth Advisors
Pennsylvania
$12K
ONST
657
Old North State Trust
North Carolina
$12K
BWL
658
Bogart Wealth LLC
Virginia
$11K
FFW
659
Fusion Family Wealth
New York
$11K
IRC
660
Investors Research Corp
Georgia
$11K +$10.3K +130 New
NSB
661
Norway Savings Bank
Maine
$10K
SCA
662
Stuart Chaussee & Associates
California
$10K
SIM
663
Sonora Investment Management
Arizona
$9K -$2.23K -28 -20%
TL
664
TrueWealth LLC
Georgia
$9K
VFA
665
Valeo Financial Advisors
Indiana
$9K
PO
666
Private Ocean
California
$9K +$2.54K +32 +44%
GEA
667
Glen Eagle Advisors
New Jersey
$8.55K
VCM
668
Vigilant Capital Management
Maine
$8K -$8.66K -109 -55%
EWM
669
Edge Wealth Management
New York
$8K
CI
670
CX Institutional
Indiana
$8K +$556 +7 +8%
ANBT
671
American National Bank & Trust
Texas
$7K +$6.52K +82 New
SIS
672
Sound Income Strategies
Florida
$6K -$85.4K -1,075 -93%
ADL
673
Asset Dedication LLC
California
$6K
SFSIG
674
San Francisco Sentry Investment Group
California
$6K
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$6K

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.