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Eversource Energy

807 hedge funds and large institutions have $23B invested in Eversource Energy in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 295 increasing their positions, 249 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 58

57% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $9.84M

18% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 249

6% more funds holding

Funds holding: 759807 (+48)

4% more capital invested

Capital invested by funds: $22.2B → $23B (+$834M)

0.02% more ownership

Funds ownership: 77.64%77.66% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
807
Holders Change
+48
Holders Change %
+6.32%
% of All Funds
14.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
118
Increased
295
Reduced
249
Closed
58
Calls
$15.5M
Puts
$9.84M
Net Calls
+$5.62M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$7.51M +$1.21M +13,540 +18%
SOMRS
152
State of Michigan Retirement System
Michigan
$7.46M -$107K -1,200 -1%
Truist Financial
153
Truist Financial
North Carolina
$7.25M -$822K -9,236 -10%
MIM
154
MetLife Investment Management
New Jersey
$7.2M -$323K -3,624 -4%
FAF
155
Första AP-fonden
Sweden
$6.76M +$614K +6,900 +10%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$6.6M -$8.89M -99,800 -57%
SAM
157
Storebrand Asset Management
Norway
$6.41M -$3.61M -40,490 -35%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$6.38M -$367K -4,118 -5%
MC
159
Moors & Cabot
Massachusetts
$6.21M -$72.3K -812 -1%
UIM
160
USS Investment Management
United Kingdom
$6.16M +$374K +4,200 +6%
SAM
161
Shell Asset Management
Netherlands
$6.01M +$1.25M +14,048 +25%
URS
162
Utah Retirement Systems
Utah
$5.95M +$258K +2,900 +4%
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
$5.88M +$115K +1,287 +2%
VV
164
Verity & Verity
South Carolina
$5.79M -$301K -3,383 -5%
HAI
165
Hennessy Advisors Inc
California
$5.76M -$1.03M -11,600 -15%
DnB Asset Management
166
DnB Asset Management
Norway
$5.56M +$1.08M +12,148 +23%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$5.56M +$244K +2,739 +4%
OIM
168
Opus Investment Management
Massachusetts
$5.54M
GW
169
GW & Wade
Massachusetts
$5.52M -$168K -1,885 -3%
CS
170
Candriam SCA
Luxembourg
$5.48M -$142K -1,597 -2%
CWM
171
CIBC World Markets
New York
$5.46M +$1.95M +21,902 +53%
UR
172
USCA RIA
Texas
$5.45M +$106K +1,192 +2%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$5.38M -$63.2K -710 -1%
Comerica Bank
174
Comerica Bank
Texas
$5.35M -$352K -3,953 -6%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$5.32M -$7.99M -89,731 -59%

ES Hedge Fund Activity: Q4 2020 in Review

807 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2020, worth a combined $23B — up 3.8% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ES positions and 58 closed out — a net gain of 60 holders — while 295 added to existing stakes and 249 trimmed.

The largest buyer was NN Investment Partners Holdings, adding an estimated $95M. The largest seller was Wellington Management Group, cutting an estimated $280M.

  • 807 institutional investors held Eversource Energy (ES) as of Q4 2020, up from 759 in Q3 2020.
  • Funds reported $23B of Eversource Energy stock for Q4 2020, up 3.8% quarter-over-quarter.
  • 118 funds opened new Eversource Energy positions in Q4 2020 and 58 closed out, a net change of +60 holders.
  • The largest Eversource Energy buyer in Q4 2020 was NN Investment Partners Holdings, an estimated $95M added.
  • The largest Eversource Energy seller in Q4 2020 was Wellington Management Group, an estimated $280M sold.

Based on aggregated 13F filings for Q4 2020.