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Eversource Energy

693 hedge funds and large institutions have $22.8B invested in Eversource Energy in 2019 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 289 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $4.4M

36% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 212

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

17% more capital invested

Capital invested by funds: $19.5B → $22.8B (+$3.35B)

2.42% more ownership

Funds ownership: 80.2%82.63% (+2.4%)

1% more funds holding

Funds holding: 684693 (+9)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
693
Holders Change
+9
Holders Change %
+1.32%
% of All Funds
15.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
72
Increased
289
Reduced
212
Closed
59
Calls
$46.7M
Puts
$4.4M
Net Calls
+$42.3M
Net Calls Change
-$285K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
151
Allstate Corporation
Illinois
$7.23M
OTPPB
152
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.96M +$501K +6,302 +8%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$6.86M +$502K +6,317 +9%
SOMRS
154
State of Michigan Retirement System
Michigan
$6.65M +$71.5K +900 +1%
Allianz Asset Management
155
Allianz Asset Management
Germany
$6.5M -$6.89M -86,740 -53%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$6.45M -$357K -4,490 -6%
US Bancorp
157
US Bancorp
Minnesota
$6.38M +$145K +1,824 +3%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$6.31M -$54.8K -690 -0.9%
BC
159
Blackstart Capital
New York
$6.26M +$5.82M +73,211 New
CEP
160
Chicago Equity Partners
Illinois
$6.24M +$1.24M +15,570 +27%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$6.21M +$405K +5,097 +8%
BCIM
162
British Columbia Investment Management
British Columbia, Canada
$6.18M -$1.43M -18,027 -20%
GW
163
GW & Wade
Massachusetts
$6.13M -$256K -3,218 -4%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$6.08M -$142K -1,782 -2%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$5.88M +$298K +3,744 +6%
JG
166
Jefferies Group
New York
$5.83M +$2.64M +33,245 +95%
Creative Planning
167
Creative Planning
Kansas
$5.71M +$272K +3,428 +5%
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$5.69M +$747K +9,404 +16%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$5.6M +$5.2M +65,443 New
OIM
170
Opus Investment Management
Massachusetts
$5.47M
URS
171
Utah Retirement Systems
Utah
$5.26M +$119K +1,500 +2%
PA
172
Pinnacle Associates
New York
$5.23M -$38.1K -479 -0.8%
TPSF
173
Texas Permanent School Fund
Texas
$5.15M -$131K -1,645 -3%
NRS
174
Neville Rodie & Shaw
New York
$5.14M -$123K -1,542 -2%
LPL Financial
175
LPL Financial
California
$5.12M -$69.2K -871 -1%

ES Hedge Fund Activity: Q3 2019 in Review

693 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2019, worth a combined $22.8B — up 17% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ES positions and 59 closed out — a net gain of 13 holders — while 289 added to existing stakes and 212 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $538M. The largest seller was American Century Companies, cutting an estimated $131M.

  • 693 institutional investors held Eversource Energy (ES) as of Q3 2019, up from 684 in Q2 2019.
  • Funds reported $22.8B of Eversource Energy stock for Q3 2019, up 17% quarter-over-quarter.
  • 72 funds opened new Eversource Energy positions in Q3 2019 and 59 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q3 2019 was Magellan Asset Management, an estimated $538M added.
  • The largest Eversource Energy seller in Q3 2019 was American Century Companies, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2019.