Eversource Energy
758 hedge funds and large institutions have $23.2B invested in Eversource Energy in 2019 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 280 increasing their positions, 218 reducing their positions, and 43 closing their positions.
1,327% more call options, than puts
Call options by funds: $88.1M | Put options by funds: $6.18M
177% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 43
28% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 218
9% more funds holding
Funds holding: 693 → 758 (+65)
1.88% more ownership
Funds ownership: 82.63% → 84.51% (+1.9%)
2% more capital invested
Capital invested by funds: $22.8B → $23.2B (+$414M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$489M |
| 2 |
Goldman Sachs
New York
|
+$337M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$255M |
| 4 |
State Street
Boston,
Massachusetts
|
+$74.3M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$57.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$500M |
| 2 |
ZP
Zimmer Partners
New York
|
-$209M |
| 3 |
Renaissance Technologies
New York
|
-$102M |
| 4 |
JP Morgan Chase
New York
|
-$93.6M |
| 5 |
Bank of New York Mellon
New York
|
-$65.5M |
ES Hedge Fund Activity: Q4 2019 in Review
758 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2019, worth a combined $23.2B — up 1.8% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new ES positions and 43 closed out — a net gain of 76 holders — while 280 added to existing stakes and 218 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $489M. The largest seller was T. Rowe Price Associates, cutting an estimated $500M.
- 758 institutional investors held Eversource Energy (ES) as of Q4 2019, up from 693 in Q3 2019.
- Funds reported $23.2B of Eversource Energy stock for Q4 2019, up 1.8% quarter-over-quarter.
- 119 funds opened new Eversource Energy positions in Q4 2019 and 43 closed out, a net change of +76 holders.
- The largest Eversource Energy buyer in Q4 2019 was Magellan Asset Management, an estimated $489M added.
- The largest Eversource Energy seller in Q4 2019 was T. Rowe Price Associates, an estimated $500M sold.
Based on aggregated 13F filings for Q4 2019.