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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
UH
51
Unigestion Holding
Switzerland
$67M +$13.7M +172,455 +28%
First Trust Advisors
52
First Trust Advisors
Illinois
$66.5M +$2.79M +35,111 +5%
ClearBridge Investments
53
ClearBridge Investments
New York
$66.5M -$1.36M -17,097 -2%
Canada Life
54
Canada Life
Manitoba, Canada
$63.1M +$2.86M +35,921 +5%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$62.4M -$222K -2,792 -0.4%
WHRC
56
W.H. Reaves & Co
New Jersey
$60.6M +$188K +2,371 +0.3%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$56.4M +$987K +12,422 +2%
NIPH
58
NN Investment Partners Holdings
Netherlands
$52.1M -$105M -1,319,189 -68%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$51.7M +$10.3M +129,006 +27%
AllianceBernstein
60
AllianceBernstein
Tennessee
$49.2M -$4.36M -54,813 -9%
T
61
TOBAM
France
$48.6M -$8.29M -104,242 -15%
PCA
62
Personal Capital Advisors
California
$47.4M +$729K +9,169 +2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$45.6M +$1.83M +22,996 +5%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$44.4M -$574K -7,216 -1%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$43M +$3.16M +39,800 +9%
Jennison Associates
66
Jennison Associates
New York
$42.2M +$1.91M +24,003 +5%
Stifel Financial
67
Stifel Financial
Missouri
$41.7M +$569K +7,153 +1%
CS
68
Credit Suisse
Switzerland
$40.3M -$1.89M -23,747 -5%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$39.7M +$336K +4,232 +0.9%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$39M -$11.5K -145 -0%
National Pension Service
71
National Pension Service
South Korea
$38.6M +$1.68M +21,146 +5%
VNIM
72
Vaughan Nelson Investment Management
Texas
$37.6M -$7.84M -98,625 -18%
CPP
73
Crow Point Partners
Massachusetts
$36.3M
Barclays
74
Barclays
United Kingdom
$36.2M -$16.1M -203,100 -32%
CB
75
Commerce Bank
Missouri
$34M +$561K +7,055 +2%

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.