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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
FPB
251
First PREMIER Bank
South Dakota
$1.57M +$65.1K +1,029 +4%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$1.57M +$75.5K +1,194 +5%
Korea Investment Corp
253
Korea Investment Corp
South Korea
$1.55M -$1.48M -23,400 -49%
SLAM
254
Swiss Life Asset Management
$1.53M -$2.24M -35,490 -59%
CIBC Private Wealth Group
255
CIBC Private Wealth Group
Georgia
$1.52M -$199K -3,152 -12%
HGWM
256
Harvest Group Wealth Management
Massachusetts
$1.51M +$1.51M +23,935 New
WCBA
257
Weaver C. Barksdale & Associates
Tennessee
$1.49M -$25.7K -407 -2%
SMDAM
258
Sumitomo Mitsui DS Asset Management
Japan
$1.48M -$27.6K -437 -2%
EIA
259
Edgemoor Investment Advisors
Maryland
$1.48M -$20.9K -330 -1%
GHCM
260
Glen Harbor Capital Management
California
$1.43M -$68.8K -1,088 -5%
Truist Financial
261
Truist Financial
North Carolina
$1.43M -$67.7K -1,071 -5%
BTS
262
BB&T Securities
Virginia
$1.39M +$138K +2,183 +11%
IG
263
ING Group
Netherlands
$1.37M +$1.37M +21,730 New
NAM
264
Nissay Asset Management
Japan
$1.36M +$1.37M +21,623 New
Baird Financial Group
265
Baird Financial Group
Wisconsin
$1.36M +$101K +1,604 +8%
PP
266
Prudential plc
United Kingdom
$1.35M -$94.8K -1,500 -7%
EDRH
267
Edmond de Rothschild Holding
Switzerland
$1.32M -$721K -11,400 -35%
AIM
268
Achmea Investment Management
Netherlands
$1.32M +$697K +11,025 +112%
OMCS
269
Old Mutual Customised Solutions
South Africa
$1.31M +$373K +5,900 +40%
WBC
270
Westpac Banking Corp
Australia
$1.29M
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$1.26M +$1.26M +19,908 New
ACA
272
Anchor Capital Advisors
Massachusetts
$1.24M +$4.36K +69 +0.4%
KRS
273
Kentucky Retirement Systems
Kentucky
$1.24M +$5.31K +84 +0.4%
LSERS
274
Louisiana State Employees Retirement System
Louisiana
$1.21M -$37.9K -600 -3%
HAM
275
Highstreet Asset Management
Ontario, Canada
$1.21M +$86.5K +1,368 +8%

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.