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.
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: 7 → 9 (+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: 739 → 743 (+4)
0.34% less ownership
Funds ownership: 80.54% → 80.2% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$676M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$166M |
| 3 |
Barclays
London,
United Kingdom
|
+$98.4M |
| 4 |
ZP
Zimmer Partners
New York
|
+$80.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$76.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$134M |
| 2 |
BlackRock
New York
|
-$104M |
| 3 |
Renaissance Technologies
New York
|
-$69.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$69.7M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$65.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$11K | -132 | Closed |
|
|
EW
802
Evoke Wealth
Los Angeles,
California
| – | -$8.61K | -104 | -97% |
|
|
PW
803
Price Wealth
Austin,
Texas
| – | -$7K | -89 | Closed |
|
|
WAP
804
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$6K | -83 | Closed |
|
|
AS
805
Altshuler Shaham
Tel Aviv,
Israel
| – | -$8K | -79 | Closed |
|
|
PHK
806
Point72 Hong Kong
Hong Kong
| – | -$1K | -19 | Closed |
|
|
SC
807
Solstein Capital
Menlo Park,
California
| – | -$1K | -15 | Closed |
|
|
ETC
808
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$1K | -8 | Closed |
|
809
Fidelity International
Hamilton,
Bermuda
| – | -$331 | -4 | -44% |
|
|
WAMC
810
Western Asset Management Company
Pasadena,
California
| – | -$1K | -4 | 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.