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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
CWC
726
Carolinas Wealth Consulting
North Carolina
$7K +$1.28K +15 +23%
ADL
727
Asset Dedication LLC
California
$7K +$2.06K +24 +37%
CCA
728
Column Capital Advisors
Indiana
$6K
SFSIG
729
San Francisco Sentry Investment Group
California
$6K
SA
730
SRH Advisors
Kansas
$6K
SWA
731
Sutton Wealth Advisors
Florida
$5.76K
APWA
732
Atlas Private Wealth Advisors
New Jersey
$5K
PG
733
Proffitt & Goodson
Tennessee
$5K
FFA
734
Founders Financial Alliance
North Carolina
$5K +$4.79K +56 New
NIM
735
NuWave Investment Management
New Jersey
$4K -$40.4K -472 -92%
RA
736
Rational Advisors
New York
$4K -$33.4K -390 -90%
EWA
737
Evolution Wealth Advisors
Florida
$4K
PFWA
738
Paces Ferry Wealth Advisors
Georgia
$4K +$3.6K +42 New
SXL
739
Summit X LLC
Missouri
$3.68K -$2.65K -31 -0.5%
AW
740
Avion Wealth
Texas
$3K
BFC
741
Bedel Financial Consulting
Indiana
$3K
ME
742
McIlrath & Eck
Washington
$3K
SIAS
743
Shine Investment Advisory Services
Colorado
$3K
WAS
744
Winch Advisory Services
Wisconsin
$3K +$86 +1 +3%
NFSG
745
Newbridge Financial Services Group
Florida
$3K +$2.74K +32 New
BWM
746
BNC Wealth Management
Oregon
$3K +$3.42K +40 New
FMP
747
Financial Management Professionals
Texas
$2K
M
748
MOTCO
Texas
$2K
PP
749
Pacifica Partners
Canada
$2K
TCM
750
TD Capital Management
Tennessee
$2K

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.