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Eversource Energy

743 hedge funds and large institutions have $22.9B invested in Eversource Energy in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 274 increasing their positions, 260 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

869% more call options, than puts

Call options by funds: $120M | Put options by funds: $12.4M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

15% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $20.8B → $22.9B (+$2.05B)

5% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 260

1% more funds holding

Funds holding: 739743 (+4)

0.34% less ownership

Funds ownership: 80.54%80.2% (-0.34%)

Holders
743
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
15.23%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
78
Increased
274
Reduced
260
Closed
68
Calls
$120M
Puts
$12.4M
Net Calls
+$108M
Net Calls Change
+$33.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.48B -$26.5M -320,073 -0.8%
BlackRock
2
BlackRock
New York
$2.43B -$104M -1,258,043 -4%
MAM
3
Magellan Asset Management
Australia
$1.98B +$676M +8,168,721 +52%
State Street
4
State Street
Massachusetts
$1.66B -$69.7M -841,850 -4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$770M +$4.41M +53,278 +0.6%
Goldman Sachs
6
Goldman Sachs
New York
$598M -$1.75M -21,119 -0.3%
Wells Fargo
7
Wells Fargo
California
$578M -$8.56M -103,382 -1%
Charles Schwab
8
Charles Schwab
California
$516M -$3.91M -47,206 -0.8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$494M -$28.4M -343,523 -5%
Deutsche Bank
10
Deutsche Bank
Germany
$483M -$1.6M -19,262 -0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$468M +$12.9M +155,913 +3%
Legal & General Group
12
Legal & General Group
United Kingdom
$370M +$11.4M +137,874 +3%
UBS AM
13
UBS AM
Illinois
$359M +$29.6M +357,171 +9%
Northern Trust
14
Northern Trust
Illinois
$355M +$18M +217,183 +5%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$337M +$166M +2,009,258 +99%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$322M -$12.3M -149,090 -4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$291M -$46.1M -556,244 -14%
ZP
18
Zimmer Partners
New York
$280M +$80.1M +967,196 +40%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$277M +$31.8M +384,403 +13%
American Century Companies
20
American Century Companies
Missouri
$261M +$76.2M +920,156 +41%
Franklin Resources
21
Franklin Resources
California
$236M -$6.27M -75,771 -3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$227M +$14.2M +171,568 +7%
Ameriprise
23
Ameriprise
Minnesota
$206M +$22.4M +269,897 +12%
Norges Bank
24
Norges Bank
Norway
$205M +$5.45M +65,759 +3%
APG Asset Management
25
APG Asset Management
Netherlands
$165M -$33.1K -400 -0%

ES Hedge Fund Activity: Q2 2020 in Review

743 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2020, worth a combined $22.9B — up 9.8% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ES positions and 68 closed out — a net gain of 10 holders — while 274 added to existing stakes and 260 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $676M. The largest seller was Invesco, cutting an estimated $134M.

  • 743 institutional investors held Eversource Energy (ES) as of Q2 2020, up from 739 in Q1 2020.
  • Funds reported $22.9B of Eversource Energy stock for Q2 2020, up 9.8% quarter-over-quarter.
  • 78 funds opened new Eversource Energy positions in Q2 2020 and 68 closed out, a net change of +10 holders.
  • The largest Eversource Energy buyer in Q2 2020 was Magellan Asset Management, an estimated $676M added.
  • The largest Eversource Energy seller in Q2 2020 was Invesco, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2020.