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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
Victory Capital Management
76
Victory Capital Management
Texas
$31.8M -$26.6M -320,757 -46%
Royal London Asset Management
77
Royal London Asset Management
United Kingdom
$31.7M -$452K -5,462 -1%
VDI
78
Vaughan David Investments
Illinois
$31M +$212K +2,556 +0.7%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$30.6M -$282K -3,400 -0.9%
JP Morgan Chase
80
JP Morgan Chase
New York
$29M +$721K +8,707 +3%
WBC
81
Westpac Banking Corp
Australia
$28.5M +$9.48M +114,420 +50%
AQR Capital Management
82
AQR Capital Management
Connecticut
$28.3M -$29.6M -357,736 -51%
Allianz Asset Management
83
Allianz Asset Management
Germany
$26.3M +$15.6M +188,538 +148%
MSV
84
MN Services Vermogensbeheer
Netherlands
$23.5M +$878K +10,600 +4%
Prudential Financial
85
Prudential Financial
New Jersey
$22.9M -$3.36M -40,563 -13%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$22.6M -$369K -4,453 -2%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$22.3M +$1.71M +20,694 +8%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$21.6M +$94.4K +1,140 +0.4%
GC
89
Guggenheim Capital
Illinois
$21.5M -$215K -2,592 -1%
DIA
90
Dana Investment Advisors
Wisconsin
$21.2M -$1.97M -23,746 -9%
Asset Management One
91
Asset Management One
Japan
$20.8M -$2.1M -25,368 -9%
AT
92
AMF Tjänstepension
Sweden
$20.1M
HSBC Holdings
93
HSBC Holdings
United Kingdom
$19.6M +$2.43M +29,296 +14%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$19.3M -$844K -10,188 -4%
AG
95
Aperio Group
California
$19.3M +$2.04M +24,615 +12%
RJA
96
Raymond James & Associates
Florida
$19.1M +$496K +5,989 +3%
EIP
97
Epoch Investment Partners
New York
$18.3M +$3.91M +47,237 +27%
RPI
98
Railway Pension Investments
United Kingdom
$18M -$3.64M -43,909 -17%
GI
99
GAMCO Investors
Connecticut
$17.9M -$332K -4,006 -2%
Citadel Advisors
100
Citadel Advisors
Florida
$17.3M +$14.8M +179,223 +621%

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.