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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
VWA
776
V Wealth Advisors
Kansas
-$229K -2,931 Closed
MIA
777
MainStreet Investment Advisors
Illinois
-$228K -2,909 Closed
AWCI
778
Alpine Woods Capital Investors
New York
-$219K -2,800 Closed
EWM
779
Empirical Wealth Management
Washington
-$219K -2,800 Closed
HC
780
HNP Capital
New York
-$209K -2,398 Closed
Twin Tree Management
781
Twin Tree Management
Texas
-$184K -2,225 Closed
DWM
782
Darwin Wealth Management
Florida
-$129K -1,653 Closed
CAN
783
Claraphi Advisory Network
United States
-$121K -1,541 Closed
ASN
784
Advisory Services Network
Georgia
-$105K -1,337 Closed
AIC
785
Ameritas Investment Company
Nebraska
-$74K -980 Closed
Marshall Wace
786
Marshall Wace
United Kingdom
-$69K -878 Closed
RFM
787
Royal Fund Management
Florida
-$61K -786 Closed
GSWM
788
Golden State Wealth Management
California
-$60K -767 Closed
AIS
789
Accurate Investment Solutions
Pennsylvania
-$59K -749 Closed
EWM
790
EPG Wealth Management
Georgia
-$58K -741 Closed
CBT
791
Capital Bank & Trust
California
-$52K -665 Closed
Parallax Volatility Advisers
792
Parallax Volatility Advisers
California
-$43K -555 Closed
GFPC
793
Global Financial Private Client
Florida
-$33.3K -402 Closed
AA
794
Advisory Alpha
Michigan
-$28.7K -332 Closed
FA
795
Financial Advantage
Maryland
-$21K -275 Closed
BC
796
Barnett & Company
Tennessee
-$17K -223 Closed
BII
797
Bainco International Investors
Massachusetts
-$16K -200 Closed
NEIRG
798
New England Investment & Retirement Group
Massachusetts
-$15K -186 Closed
PGAM
799
Princeton Global Asset Management
New Jersey
-$13K -160 Closed
VCS
800
Vaughan & Co Securities
New Jersey
-$11.7K -150 Closed

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.