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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
LAS
676
Lloyd Advisory Services
Georgia
$28K -$4.45K -52 -14%
DAM
677
Delta Asset Management
Tennessee
$28K
BCA
678
Berman Capital Advisors
Georgia
$27K
TFO
679
Tarbox Family Office
California
$27K
BBHC
680
Brown Brothers Harriman & Co
New York
$26K
SIM
681
Sonora Investment Management
Arizona
$26K +$4.88K +57 +23%
AA
682
Ancora Advisors
Ohio
$26K +$12.2K +142 +85%
CIA
683
Cascade Investment Advisors
Oregon
$25.1K -$19.2K -224 -43%
ARMC
684
American Research & Management Company
Massachusetts
$25K -$21.5K -251 -46%
TWA
685
TCI Wealth Advisors
Arizona
$25K
VNA
686
Valley National Advisers
Pennsylvania
$24K
MA
687
MCF Advisors
Kentucky
$23K +$21.7K +253 +1,012%
PFBT
688
Parkside Financial Bank & Trust
Missouri
$22K -$856 -10 -4%
AP
689
Atwood & Palmer
Missouri
$22K
LC
690
Lindbrook Capital
California
$21K -$12.4K -145 -36%
AIM
691
Anchor Investment Management
South Carolina
$20.6K
EARNEST Partners
692
EARNEST Partners
Georgia
$20K
FMTCOCP
693
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
GG
694
Gleason Group
Kentucky
$20K +$171 +2 +0.8%
FHC
695
First Horizon Corporation
Tennessee
$20K +$21.1K +246 New
EI
696
Ellevest Inc
New York
$19K +$9.25K +108 +88%
ONST
697
Old North State Trust
North Carolina
$19K +$19.4K +227 New
Millennium Management
698
Millennium Management
New York
$18.1K +$4.24M +49,479 +30%
CI
699
CX Institutional
Indiana
$18K +$9.76K +114 +114%
FP
700
Financial Perspectives
Minnesota
$17.5K

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.