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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
TJHA
751
Thomas J. Herzfeld Advisors
Florida
$2K
CAGAS
752
Capital Advisory Group Advisory Services
Minnesota
$1K -$2.31K -27 -82%
HIA
753
Harbor Investment Advisory
Maryland
$1K
LFG
754
Larson Financial Group
Missouri
$1K
CFB
755
Cullen/Frost Bankers
Texas
$1K +$942 +11 New
ACM
756
AUA Capital Management
Pennsylvania
$1K +$1.11K +13 New
WIM
757
Westside Investment Management
California
$11 -$2.14K -25 -16%
FCA
758
FinTrust Capital Advisors
South Carolina
$1
Adage Capital Partners
759
Adage Capital Partners
Massachusetts
-$30.6M -367,582 Closed
Citadel Advisors
760
Citadel Advisors
Florida
-$17.8M -208,061 Closed
Connor, Clark & Lunn Investment Management (CC&L)
761
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$11.4M -136,823 Closed
VNIM
762
Vaughan Nelson Investment Management
Texas
-$9.78M -117,440 Closed
LC
763
LNZ Capital
New York
-$9.13M -109,627 Closed
WC
764
Wexford Capital
Florida
-$7.99M -95,966 Closed
YCM
765
Yaupon Capital Management
New York
-$5.71M -68,600 Closed
CCM
766
Cinctive Capital Management
New York
-$4.11M -49,366 Closed
LP
767
LMR Partners
United Kingdom
-$3.72M -44,649 Closed
AIMCA
768
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.14M -37,700 Closed
Voloridge Investment Management
769
Voloridge Investment Management
Florida
-$3.04M -36,512 Closed
PCM
770
Pinz Capital Management
New York
-$2.93M -35,200 Closed
Simplex Trading
771
Simplex Trading
Illinois
-$2.04M -23,813 Closed
FCM
772
Fortis Capital Management
Washington
-$1.92M -23,000 Closed
BAM
773
Blueshift Asset Management
New Jersey
-$1.61M -19,370 Closed
ACM
774
Alethea Capital Management
Washington
-$1.21M -14,484 Closed
WG
775
Winton Group
United Kingdom
-$969K -11,639 Closed

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.