We are live on ! Find out more
ES icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.48B +$45.6M +573,507 +1%
BlackRock
2
BlackRock
New York
$2.42B +$66M +829,922 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.53B +$272M +3,422,598 +24%
State Street
4
State Street
Massachusetts
$1.48B +$19.7M +248,075 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$960M -$42.4M -533,206 -5%
MAM
6
Magellan Asset Management
Australia
$869M +$538M +6,764,350 +199%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$780M -$29.6M -371,972 -4%
Wells Fargo
8
Wells Fargo
California
$587M +$44.3M +557,292 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$435M +$15.3M +192,365 +4%
CSIA
10
Charles Schwab Investment Advisory
California
$414M +$3.81M +47,979 +1%
Goldman Sachs
11
Goldman Sachs
New York
$377M +$158M +1,988,752 +82%
ZP
12
Zimmer Partners
New York
$355M -$10.4M -131,000 -3%
Northern Trust
13
Northern Trust
Illinois
$352M -$441K -5,546 -0.1%
Legal & General Group
14
Legal & General Group
United Kingdom
$345M -$2.27M -28,550 -0.7%
UBS AM
15
UBS AM
Illinois
$314M +$152M +1,917,226 +109%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$275M +$28.3M +356,359 +12%
American Century Companies
17
American Century Companies
Missouri
$269M -$131M -1,642,920 -34%
Invesco
18
Invesco
Georgia
$259M -$11.9M -150,013 -5%
Norges Bank
19
Norges Bank
Norway
$251M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$237M +$2.9M +36,461 +1%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$237M +$193M +2,433,873 +708%
Franklin Resources
22
Franklin Resources
California
$237M +$793K +9,980 +0.4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$216M +$14.1M +177,124 +8%
Ameriprise
24
Ameriprise
Minnesota
$174M +$7.1M +89,381 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$173M +$227K +2,854 +0.1%

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.