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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
CCM
651
Cribstone Capital Management
Maine
$50K
AIL
652
AGF Investments LLC
Ontario, Canada
$49K -$1.28K -15 -2%
BHWM
653
Bay Harbor Wealth Management
Maryland
$49K -$257 -3 -0.5%
WTC
654
WhitTier Trust Company
Nevada
$47K
HFRG
655
Houlihan Financial Resource Group
Virginia
$47K +$42.8K +500 New
CHC
656
City Holding Co
West Virginia
$44K
KFS
657
Kelly Financial Services
Massachusetts
$43.1K +$257 +3 +0.6%
LJHT
658
Laurie J. Hall Trustee
$42K +$42.4K +495 New
RTC
659
Riverview Trust Company
Washington
$41K
EP
660
Eudaimonia Partners
Tennessee
$40K +$257 +3 +0.6%
AWM
661
Adams Wealth Management
Utah
$39K +$40.2K +470 New
ZB
662
Zions Bancorporation
Utah
$38K +$1.11K +13 +3%
EFSCE
663
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
AF
664
Arrow Financial
New York
$36K
CCM
665
Covington Capital Management
California
$35K
GRP
666
Global Retirement Partners
California
$35K +$171 +2 +0.5%
BEI
667
Benjamin Edwards Inc
Missouri
$34K
KTC
668
Kistler-Tiffany Companies
Pennsylvania
$33K
AWM
669
AllSquare Wealth Management
New York
$32K
HFM
670
Hartford Financial Management
Connecticut
$32K +$7.53K +88 +29%
AA
671
Advisory Alpha
Michigan
$30K +$27.7K +324 New
FDCDDQ
672
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.8K -$1.49M -17,407 -98%
VCM
673
Versant Capital Management
Arizona
$29K -$599 -7 -2%
Loomis, Sayles & Company
674
Loomis, Sayles & Company
Massachusetts
$29K +$17K +199 +136%
MSFP
675
Mark Sheptoff Financial Planning
Connecticut
$28K -$14.6K -170 -34%

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.