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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
ZIC
126
ZWJ Investment Counsel
Georgia
$10.8M +$11M +129,045 New
KACA
127
Kayne Anderson Capital Advisors
California
$10.5M +$10.8M +126,300 New
Robeco Institutional Asset Management
128
Robeco Institutional Asset Management
Netherlands
$10.5M -$3.99M -46,565 -27%
SEI Investments
129
SEI Investments
Pennsylvania
$10.3M -$37.9K -443 -0.4%
ECM
130
ExodusPoint Capital Management
New York
$10.2M -$3.4M -39,668 -24%
DA
131
Duality Advisers
Florida
$9.97M +$9.8M +114,432 +2,351%
SAM
132
Storebrand Asset Management
Norway
$9.58M -$3.51M -40,991 -26%
Osaic Holdings
133
Osaic Holdings
Arizona
$9.49M +$597K +6,977 +7%
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$9.43M -$205K -2,391 -2%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$9.35M +$3.56M +41,554 +57%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$9.24M -$592K -6,913 -6%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$8.96M +$3.21M +37,482 +54%
ASRS
138
Arizona State Retirement System
Arizona
$8.55M +$2.12M +24,812 +32%
Macquarie Group
139
Macquarie Group
Australia
$8.45M +$961K +11,220 +12%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$8.33M -$1.24M -14,543 -13%
TU
141
TDAM USA
Ontario, Canada
$8.06M -$480K -5,612 -5%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$7.96M -$3.59M -41,937 -31%
Truist Financial
143
Truist Financial
North Carolina
$7.78M -$2.21M -25,870 -22%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$7.77M +$1.38M +16,163 +21%
SOMRS
145
State of Michigan Retirement System
Michigan
$7.3M +$128K +1,500 +2%
MIM
146
MetLife Investment Management
New Jersey
$7.26M -$95.1K -1,111 -1%
H
147
Hexavest
Quebec, Canada
$6.93M -$764K -8,925 -10%
Cohen & Steers
148
Cohen & Steers
New York
$6.68M +$4.4M +51,455 +181%
CSS
149
Cubist Systematic Strategies
Connecticut
$6.64M +$5.86M +68,508 +628%
TC
150
Teilinger Capital
Texas
$6.62M +$6.78M +79,200 New

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.