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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.46B -$34.3M -401,205 -1%
BlackRock
2
BlackRock
New York
$2.53B +$99M +1,156,239 +4%
MAM
3
Magellan Asset Management
Australia
$2.05B +$65.9M +769,905 +3%
State Street
4
State Street
Massachusetts
$1.65B -$13.3M -155,143 -0.8%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$771M -$1.51M -17,663 -0.2%
Wells Fargo
6
Wells Fargo
California
$579M -$1.56M -18,213 -0.3%
Deutsche Bank
7
Deutsche Bank
Germany
$520M +$36.6M +427,179 +7%
Charles Schwab
8
Charles Schwab
California
$502M -$15.9M -186,253 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$484M +$15M +175,032 +3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$416M -$81.2M -948,344 -16%
Legal & General Group
11
Legal & General Group
United Kingdom
$388M +$17M +198,416 +4%
UBS AM
12
UBS AM
Illinois
$385M +$25.8M +300,966 +7%
Northern Trust
13
Northern Trust
Illinois
$357M +$443K +5,171 +0.1%
Mitsubishi UFJ Trust & Banking
14
Mitsubishi UFJ Trust & Banking
Japan
$328M -$10.7M -124,471 -3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$292M -$527K -6,160 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$270M -$8.24M -96,226 -3%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$255M -$69.4M -811,060 -21%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$234M +$5.74M +67,036 +2%
Franklin Resources
19
Franklin Resources
California
$219M -$396K -4,624 -0.2%
Norges Bank
20
Norges Bank
Norway
$219M +$13.5M +157,679 +6%
Ameriprise
21
Ameriprise
Minnesota
$215M +$9.02M +105,421 +4%
American Century Companies
22
American Century Companies
Missouri
$195M -$69M -806,534 -26%
APG Asset Management
23
APG Asset Management
Netherlands
$163M +$5.96M +69,661 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$152M -$3.01M -35,125 -2%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$151M +$7.88M +92,063 +5%

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.