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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
CS
51
Credit Suisse
Switzerland
$64.6M +$2.54M +30,731 +4%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$62.9M -$3.1M -37,387 -5%
Aviva
53
Aviva
United Kingdom
$54.8M +$45.1M +544,344 +477%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$53.1M -$1.96M -23,669 -4%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$50.1M +$1.27M +15,339 +3%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$48.7M +$38.1M +460,051 +368%
First Trust Advisors
57
First Trust Advisors
Illinois
$48.3M -$10.1M -122,355 -17%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$48.3M +$21.9M +265,061 +84%
ClearBridge Investments
59
ClearBridge Investments
New York
$48.1M -$1.15M -13,844 -2%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$47.1M +$30.4M +367,406 +185%
ACI
61
AMP Capital Investors
Australia
$46.5M +$8.17M +98,705 +21%
NIPH
62
NN Investment Partners Holdings
Netherlands
$43.6M +$2.77M +33,440 +7%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$42.8M +$4.84M +58,457 +13%
AllianceBernstein
64
AllianceBernstein
Tennessee
$42M -$3.49M -42,148 -8%
PCA
65
Personal Capital Advisors
California
$40.2M +$462K +5,577 +1%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$39.7M +$760K +9,178 +2%
National Pension Service
67
National Pension Service
South Korea
$38.4M +$836K +10,092 +2%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$37.9M -$183K -2,214 -0.5%
Jennison Associates
69
Jennison Associates
New York
$36.4M
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$36.4M -$6.44M -77,744 -15%
Stifel Financial
71
Stifel Financial
Missouri
$35.7M -$1.04M -12,574 -3%
BG
72
Bahl & Gaynor
Ohio
$35M +$809K +9,775 +2%
Axa
73
Axa
France
$34.6M -$3.63M -43,846 -10%
AAMU
74
Amundi Asset Management US
Massachusetts
$33.5M -$65.8M -794,356 -66%
Baillie Gifford & Co
75
Baillie Gifford & Co
United Kingdom
$32.8M +$31.8M +383,969 +3,674%

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.