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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
RTC
651
Riverview Trust Company
Washington
$41K
EP
652
Eudaimonia Partners
Tennessee
$39K +$248 +3 +0.6%
PWMG
653
Prestige Wealth Management Group
New Jersey
$38K +$27.7K +334 +257%
EFSCE
654
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$414 +5 +1%
AF
655
Arrow Financial
New York
$36K -$36.4K -440 -50%
ZB
656
Zions Bancorporation
Utah
$36K -$745 -9 -2%
RA
657
Rational Advisors
New York
$36K +$35.9K +433 New
CCM
658
Covington Capital Management
California
$35K
BEI
659
Benjamin Edwards Inc
Missouri
$34K
GRP
660
Global Retirement Partners
California
$34K +$166 +2 +0.5%
CT
661
Caldwell Trust
Florida
$33.1K
KTC
662
Kistler-Tiffany Companies
Pennsylvania
$33K
LC
663
Lindbrook Capital
California
$33K +$10.2K +123 +44%
LAS
664
Lloyd Advisory Services
Georgia
$32K -$248 -3 -0.8%
AWM
665
AllSquare Wealth Management
New York
$32K +$3.06K +37 +11%
SIS
666
Sound Income Strategies
Florida
$32K +$31.8K +384 New
VCM
667
Versant Capital Management
Arizona
$29K -$8.36K -101 -22%
DAM
668
Delta Asset Management
Tennessee
$28K
TFO
669
Tarbox Family Office
California
$27K -$4.39K -53 -14%
AWM
670
Apollon Wealth Management
South Carolina
$27K +$27.2K +329 New
BCA
671
Berman Capital Advisors
Georgia
$26K -$580 -7 -2%
TWA
672
TCI Wealth Advisors
Arizona
$25K -$331 -4 -1%
BBHC
673
Brown Brothers Harriman & Co
New York
$25K
HFM
674
Hartford Financial Management
Connecticut
$25K
VNA
675
Valley National Advisers
Pennsylvania
$24K

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.