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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$5.09M +$349K +4,390 +8%
TA
177
Tiedemann Advisors
New York
$5.07M +$154K +1,938 +3%
PIM
178
Penobscot Investment Management
Massachusetts
$5.04M -$50.9K -640 -1%
MOACM
179
Mutual of America Capital Management
New York
$4.89M +$31.6K +397 +0.7%
Mitsubishi UFJ Asset Management
180
Mitsubishi UFJ Asset Management
Japan
$4.86M +$220K +2,768 +5%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$4.68M +$175K +2,200 +4%
MSL
182
Mackay Shields LLC
New York
$4.57M -$1.29M -16,253 -23%
PPL
183
PATRIZIA Pty Ltd
Australia
$4.48M -$520K -6,541 -11%
KWM
184
Kingsview Wealth Management
Oregon
$4.38M +$57.2K +720 +1%
MC
185
Moors & Cabot
Massachusetts
$4.37M +$270K +3,400 +7%
Assenagon Asset Management
186
Assenagon Asset Management
Luxembourg
$4.37M -$215K -2,700 -5%
HIMCH
187
Hartford Investment Management Co (HIMCO)
Connecticut
$4.37M -$1.15M -14,437 -22%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$4.35M +$77.8K +979 +2%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$4.25M +$260K +3,267 +7%
William Blair & Company
190
William Blair & Company
Illinois
$4.24M -$147K -1,848 -4%
SO
191
STRS Ohio
Ohio
$4.24M +$1.19K +15 +0%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$4.15M +$369K +4,645 +11%
MLICM
193
Metropolitan Life Insurance Company (MetLife)
New York
$4.15M +$51.1K +643 +1%
ERSOT
194
Employees Retirement System of Texas
Texas
$4.13M -$3M -37,758 -44%
YCM
195
Yaupon Capital Management
New York
$4.04M -$12.4M -155,805 -77%
Korea Investment Corp
196
Korea Investment Corp
South Korea
$4M -$1.73M -21,800 -32%
NB
197
Norinchukin Bank
Japan
$4M +$120K +1,509 +3%
ProShare Advisors
198
ProShare Advisors
Maryland
$3.99M +$660K +8,302 +22%
MSA
199
Mason Street Advisors
Wisconsin
$3.94M +$24.6K +309 +0.7%
DnB Asset Management
200
DnB Asset Management
Norway
$3.91M +$215K +2,699 +6%

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.