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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Pegasus Partners
Wisconsin
$2.02M -$403K -6,370 -17%
SAM
227
Securian Asset Management
Minnesota
$2.01M +$9.93K +157 +0.5%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$2M
RT
229
Rockland Trust
Massachusetts
$1.96M +$156K +2,472 +9%
LOAMS
230
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.94M -$2.41M -38,128 -55%
EI
231
Elkhorn Investments
Illinois
$1.93M +$637K +10,074 +49%
NMERB
232
New Mexico Educational Retirement Board
New Mexico
$1.93M +$63.2K +1,000 +3%
LMAM
233
Legg Mason Asset Management
Japan
$1.9M +$449K +7,100 +31%
XK
234
Xact Kapitalforvaltning
Sweden
$1.88M +$247K +3,909 +15%
BOTW
235
Bank of the West
California
$1.88M -$25.7K -407 -1%
PS
236
Pensionfund Sabic
Netherlands
$1.85M
UR
237
USCA RIA
Texas
$1.83M +$386K +6,111 +27%
CPO
238
Cerity Partners OCIO
New York
$1.8M +$49.8K +787 +3%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M +$163K +2,574 +10%
SMM
240
Stadion Money Management
Georgia
$1.79M -$92.7K -1,466 -5%
PA
241
Profund Advisors
Maryland
$1.78M -$194K -3,069 -10%
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$1.76M +$77.8K +1,230 +5%
NIMI
243
Natixis Investment Managers International
France
$1.76M -$115K -1,817 -6%
FIMG
244
Financial & Investment Management Group
Michigan
$1.75M +$9.1K +144 +0.5%
WAM
245
World Asset Management
Michigan
$1.67M -$130K -2,055 -7%
ST
246
Somerset Trust
Pennsylvania
$1.63M +$40.3K +638 +3%
IC
247
Inverness Counsel
New York
$1.61M -$4.22M -66,715 -72%
NB
248
Norinchukin Bank
Japan
$1.6M +$111K +1,751 +7%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$1.59M +$123K +1,953 +8%
SIM
250
Sentry Investment Management
Wisconsin
$1.57M

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.