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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
BC
676
Barnett & Company
Tennessee
$6K +$795 +10 +17%
EW
677
Evoke Wealth
California
$4.79K +$4.45K +56 New
SWA
678
Sutton Wealth Advisors
Florida
$3.33K
Fidelity International
679
Fidelity International
Bermuda
$3K +$238 +3 +10%
GWS
680
Glassman Wealth Services
Virginia
$3K +$636 +8 +27%
BFC
681
Bedel Financial Consulting
Indiana
$3K +$795 +10 +45%
FGAM
682
Financial Gravity Asset Management
Texas
$3K +$2.94K +37 New
CFG
683
Citizens Financial Group
Rhode Island
$2K
GWMIA
684
Global Wealth Management Investment Advisory
Florida
$2K
TCM
685
TD Capital Management
Tennessee
$2K
PWP
686
Personal Wealth Partners
Minnesota
$2K +$1.99K +25 New
PWMG
687
Prestige Wealth Management Group
New Jersey
$2K +$2.23K +28 New
GT
688
Glenmede Trust
Pennsylvania
$1.49K -$424K -5,330 -23%
FCA
689
FinTrust Capital Advisors
South Carolina
$1K
LFG
690
Larson Financial Group
Missouri
$1K
BL
691
Balentine LLC
Georgia
$1K +$556 +7 +100%
WWM
692
Willingdon Wealth Management
North Carolina
$1K +$1.03K +13 New
CBOA
693
Commonwealth Bank of Australia
Australia
-$196M -2,586,871 Closed
BS
694
Banco Santander
Spain
-$50.4M -665,458 Closed
PI
695
PGGM Investments
Netherlands
-$48.1M -634,900 Closed
LM
696
Luminus Management
Texas
-$29.6M -391,104 Closed
ECM
697
ExodusPoint Capital Management
New York
-$23.6M -311,036 Closed
USAA
698
United Services Automobile Association
Texas
-$19.8M -260,817 Closed
ECM
699
Element Capital Management
New York
-$12.6M -165,722 Closed
WCM
700
Wedge Capital Management
North Carolina
-$12.5M -165,587 Closed

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.