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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
HAI
151
Hennessy Advisors Inc
California
$6.53M -$770K -9,000 -10%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$6.5M -$25.7K -300 -0.4%
WMSA
153
Weiss Multi-Strategy Advisers
New York
$6.27M +$6.42M +75,000 New
KBC Group
154
KBC Group
Belgium
$6.21M +$429K +5,006 +7%
LPL Financial
155
LPL Financial
California
$6.12M -$147K -1,716 -2%
VV
156
Verity & Verity
South Carolina
$6.11M +$62K +724 +1%
MC
157
Moors & Cabot
Massachusetts
$6.06M +$1.04M +12,098 +20%
Comerica Bank
158
Comerica Bank
Texas
$5.99M +$87.7K +1,025 +2%
FAF
159
Första AP-fonden
Sweden
$5.95M +$2.22M +25,900 +57%
MSL
160
Mackay Shields LLC
New York
$5.84M +$1.1M +12,817 +22%
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$5.8M +$63.4K +741 +1%
UIM
162
USS Investment Management
United Kingdom
$5.6M
TI
163
Trexquant Investment
Connecticut
$5.53M +$5.67M +66,234 New
URS
164
Utah Retirement Systems
Utah
$5.5M +$137K +1,600 +2%
GW
165
GW & Wade
Massachusetts
$5.49M -$117K -1,363 -2%
CS
166
Candriam SCA
Luxembourg
$5.42M -$2.28M -26,653 -29%
OIM
167
Opus Investment Management
Massachusetts
$5.35M
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$5.26M +$71.9K +840 +1%
TPSF
169
Texas Permanent School Fund
Texas
$5.26M +$312K +3,643 +6%
UR
170
USCA RIA
Texas
$5.17M +$64.8K +757 +1%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$5.14M -$1.03M -11,996 -16%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$5.11M +$13.5K +158 +0.3%
PIM
173
Penobscot Investment Management
Massachusetts
$5.03M -$37K -432 -0.7%
Creative Planning
174
Creative Planning
Kansas
$5M -$92.3K -1,078 -2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$4.93M +$1.1M +12,852 +28%

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.