Eversource Energy
740 hedge funds and large institutions have $20.8B invested in Eversource Energy in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 268 increasing their positions, 284 reducing their positions, and 84 closing their positions.
872% more call options, than puts
Call options by funds: $83.1M | Put options by funds: $8.55M
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
6% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 284
3% less funds holding
Funds holding: 759 → 740 (-19)
4.07% less ownership
Funds ownership: 84.51% → 80.43% (-4.1%)
11% less capital invested
Capital invested by funds: $23.2B → $20.8B (-$2.45B)
14% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$419M |
| 2 |
State Street
Boston,
Massachusetts
|
+$222M |
| 3 |
BlackRock
New York
|
+$138M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.9M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$66.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$683M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$416M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$232M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$111M |
| 5 |
Goldman Sachs
New York
|
-$110M |
ES Hedge Fund Activity: Q1 2020 in Review
740 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2020, worth a combined $20.8B — down 11% from $23.2B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of ES and 72 opened new positions — a net loss of 12 holders — while 284 trimmed existing stakes and 268 added.
The largest buyer was Charles Schwab, adding an estimated $419M. The largest seller was T. Rowe Price Associates, cutting an estimated $683M.
- 740 institutional investors held Eversource Energy (ES) as of Q1 2020, down from 759 in Q4 2019.
- Funds reported $20.8B of Eversource Energy stock for Q1 2020, down 11% quarter-over-quarter.
- 72 funds opened new Eversource Energy positions in Q1 2020 and 84 closed out, a net change of -12 holders.
- The largest Eversource Energy buyer in Q1 2020 was Charles Schwab, an estimated $419M added.
- The largest Eversource Energy seller in Q1 2020 was T. Rowe Price Associates, an estimated $683M sold.
Based on aggregated 13F filings for Q1 2020.