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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
Rockefeller Capital Management
701
Rockefeller Capital Management
New York
$17K +$257 +3 +1%
SLF
702
Sun Life Financial
Ontario, Canada
$17K +$1.03K +12 +6%
RWA
703
Ropes Wealth Advisors
Massachusetts
$17K +$17.6K +205 New
CT
704
Caldwell Trust
Florida
$17K -$16.6K -194 -49%
TI
705
tru Independence
Oregon
$15K +$14.9K +174 New
PWMG
706
Prestige Wealth Management Group
New Jersey
$14K -$26.2K -306 -66%
NSIM
707
North Star Investment Management
Illinois
$14K
CA
708
Centerpoint Advisors
Massachusetts
$13K
Group One Trading
709
Group One Trading
Illinois
$13K +$13K +152 New
PWM
710
Provident Wealth Management
Tennessee
$12K +$12K +140 New
FFW
711
Fusion Family Wealth
New York
$11K
IRC
712
Investors Research Corp
Georgia
$11K
JWA
713
JFS Wealth Advisors
Pennsylvania
$11K
RIA
714
RPG Investment Advisory
California
$11K
TPWA
715
TRUE Private Wealth Advisors
Oregon
$11K
BWL
716
Bogart Wealth LLC
Virginia
$10K
NSB
717
Norway Savings Bank
Maine
$10K
SCA
718
Stuart Chaussee & Associates
California
$10K
AWA
719
Arkadios Wealth Advisors
Georgia
$9.32K
RIM
720
Rockbridge Investment Management
New York
$9K
GEA
721
Glen Eagle Advisors
New Jersey
$8.36K
UFF
722
USA Financial Formulas
Michigan
$8K +$770 +9 +10%
JWM
723
Jeppson Wealth Management
California
$8K +$8.56K +100 New
VFA
724
Valeo Financial Advisors
Indiana
$7K -$6.76K -79 -47%
IF
725
Ironwood Financial
Arizona
$7K

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.