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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
BWL
701
Bogart Wealth LLC
Virginia
$10K
NSB
702
Norway Savings Bank
Maine
$10K
SCA
703
Stuart Chaussee & Associates
California
$10K
EI
704
Ellevest Inc
New York
$10K +$7.78K +94 +324%
CB
705
Community Bank
New York
$9K +$8.53K +103 New
RIM
706
Rockbridge Investment Management
New York
$9K +$8.94K +108 New
AWA
707
Arkadios Wealth Advisors
Georgia
$8.81K +$8.45K +102 New
GEA
708
Glen Eagle Advisors
New Jersey
$8.33K
UFF
709
USA Financial Formulas
Michigan
$8K -$1.23M -14,833 -99%
EWM
710
Edge Wealth Management
New York
$8K
TC
711
Truvestments Capital
Florida
$8K
CI
712
CX Institutional
Indiana
$8K +$828 +10 +11%
HS
713
Horan Securities
United States
$7K +$6.87K +83 New
IF
714
Ironwood Financial
Arizona
$7K +$7.2K +87 New
SA
715
SRH Advisors
Kansas
$6K -$6.21K -75 -50%
SFSIG
716
San Francisco Sentry Investment Group
California
$6K -$745 -9 -11%
SWA
717
Sutton Wealth Advisors
Florida
$5.75K +$2.07K +25 +57%
ADL
718
Asset Dedication LLC
California
$5K
CCA
719
Column Capital Advisors
Indiana
$5K
CWC
720
Carolinas Wealth Consulting
North Carolina
$5K +$5.38K +65 New
PG
721
Proffitt & Goodson
Tennessee
$5K +$5.38K +65 New
EWA
722
Evolution Wealth Advisors
Florida
$4K +$4.06K +49 New
APWA
723
Atlas Private Wealth Advisors
New Jersey
$4K +$4.47K +54 New
BFC
724
Bedel Financial Consulting
Indiana
$3K -$331 -4 -11%
AW
725
Avion Wealth
Texas
$3K

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.