We are live on ! Find out more
ES icon

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
BCIM
176
British Columbia Investment Management
British Columbia, Canada
$4.88M +$469K +5,476 +10%
T
177
TOBAM
France
$4.79M -$12.4M -144,931 -72%
NRS
178
Neville Rodie & Shaw
New York
$4.76M -$157K -1,830 -3%
AAF
179
Andra AP-fonden
Sweden
$4.72M -$1.28M -14,900 -21%
FHA
180
Flagship Harbor Advisors
Massachusetts
$4.72M -$9.85K -115 -0.2%
SAM
181
Shell Asset Management
Netherlands
$4.63M +$48.5K +567 +1%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$4.57M +$297K +3,464 +7%
OPERF
183
Oregon Public Employees Retirement Fund
Oregon
$4.56M -$247K -2,884 -5%
KWM
184
Kingsview Wealth Management
Oregon
$4.48M -$266K -3,111 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
185
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.48M -$257K -3,000 -5%
US Bancorp
186
US Bancorp
Minnesota
$4.45M -$133K -1,550 -3%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$4.45M -$201K -2,350 -4%
Man Group
188
Man Group
United Kingdom
$4.37M +$2.16M +25,228 +93%
DnB Asset Management
189
DnB Asset Management
Norway
$4.35M +$395K +4,616 +10%
MA
190
MUFG Americas
New York
$4.29M +$1.3M +15,214 +42%
PA
191
Pinnacle Associates
New York
$4.18M -$452K -5,278 -10%
MSA
192
Mason Street Advisors
Wisconsin
$4.02M +$8.22K +96 +0.2%
CGH
193
Crossmark Global Holdings
Texas
$3.98M +$21.4K +250 +0.5%
MLICM
194
Metropolitan Life Insurance Company (MetLife)
New York
$3.91M -$101K -1,178 -2%
MCM
195
Mattern Capital Management
Colorado
$3.81M +$52.8K +617 +1%
William Blair & Company
196
William Blair & Company
Illinois
$3.74M -$152K -1,777 -4%
MOACM
197
Mutual of America Capital Management
New York
$3.73M -$1.29M -15,127 -25%
AII
198
AGF Investments Inc
Ontario, Canada
$3.64M +$406K +4,746 +12%
JMPWA
199
JP Morgan Private Wealth Advisors
California
$3.61M +$97.8K +1,142 +3%
Bank of Nova Scotia
200
Bank of Nova Scotia
Ontario, Canada
$3.56M -$8.9M -103,975 -71%

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.