We are live on ! Find out more
ES icon

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
PFBT
676
Parkside Financial Bank & Trust
Missouri
$23K +$248 +3 +1%
RCA
677
Reitz Capital Advisors
Michigan
$23K +$23.3K +281 New
AP
678
Atwood & Palmer
Missouri
$22K
SIM
679
Sonora Investment Management
Arizona
$21K -$6.71K -81 -24%
AIM
680
Anchor Investment Management
South Carolina
$20.5K
FMTCOCP
681
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
GG
682
Gleason Group
Kentucky
$20K +$83 +1 +0.4%
EARNEST Partners
683
EARNEST Partners
Georgia
$19K +$19.4K +234 New
BL
684
Balentine LLC
Georgia
$18K +$11.3K +136 +179%
PI
685
PineBridge Investments
New York
$18K +$18K +217 New
FP
686
Financial Perspectives
Minnesota
$17.5K
Rockefeller Capital Management
687
Rockefeller Capital Management
New York
$17K +$7.54K +91 +76%
SLF
688
Sun Life Financial
Ontario, Canada
$16K -$166 -2 -1%
RAM
689
Riggs Asset Management
Pennsylvania
$16K
AA
690
Ancora Advisors
Ohio
$14K
NSIM
691
North Star Investment Management
Illinois
$14K
VFA
692
Valeo Financial Advisors
Indiana
$14K +$12.1K +146 +695%
Loomis, Sayles & Company
693
Loomis, Sayles & Company
Massachusetts
$12K -$662 -8 -5%
CA
694
Centerpoint Advisors
Massachusetts
$12K
BBA
695
Braun-Bostich & Associates
Pennsylvania
$11K
FFW
696
Fusion Family Wealth
New York
$11K
IRC
697
Investors Research Corp
Georgia
$11K
JWA
698
JFS Wealth Advisors
Pennsylvania
$11K
TPWA
699
TRUE Private Wealth Advisors
Oregon
$11K
RIA
700
RPG Investment Advisory
California
$11K +$10.6K +128 New

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.