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Eversource Energy

632 hedge funds and large institutions have $14.4B invested in Eversource Energy in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,691% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $958K

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$590M)

1% more funds holding

Funds holding: 628632 (+4)

0.15% more ownership

Funds ownership: 74.31%74.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 213

Holders
632
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
14.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
203
Reduced
213
Closed
55
Calls
$17.2M
Puts
$958K
Net Calls
+$16.2M
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$1.26M +$758K +12,380 +153%
SIM
252
Sentry Investment Management
Wisconsin
$1.26M
CG
253
Clinton Group
New York
$1.25M +$1.25M +20,387 New
IC
254
Inverness Counsel
New York
$1.24M -$117K -1,905 -9%
WAM
255
World Asset Management
Michigan
$1.21M +$8.26K +135 +0.7%
PP
256
Prudential plc
United Kingdom
$1.17M
ZIG
257
Zurich Insurance Group
Switzerland
$1.17M
LSERS
258
Louisiana State Employees Retirement System
Louisiana
$1.14M -$12.2K -200 -1%
PA
259
Profund Advisors
Maryland
$1.14M -$34.6K -565 -3%
GT
260
Glenmede Trust
Pennsylvania
$1.13M -$3.27M -53,434 -74%
VIA
261
Vident Investment Advisory
Georgia
$1.13M -$67.4K -1,101 -6%
OI
262
Oakbrook Investments
Illinois
$1.12M +$318K +5,200 +40%
AIS
263
American Investment Services
Massachusetts
$1.12M +$7.96K +130 +0.7%
EP
264
Elkfork Partners
Oregon
$1.11M -$26.9K -440 -2%
AAM
265
Advisors Asset Management
Colorado
$1.1M +$96.4K +1,575 +10%
KOCAA
266
Knights of Columbus Asset Advisors
Connecticut
$1.09M +$226K +3,700 +26%
CSS
267
Cubist Systematic Strategies
Connecticut
$1.08M +$762K +12,458 +240%
W
268
Wealthfront
California
$1.08M -$9.3K -152 -0.9%
MML Investors Services
269
MML Investors Services
Massachusetts
$1.07M +$298K +4,875 +39%
DADC
270
D.A. Davidson & Co
Montana
$1.05M +$18.4K +300 +2%
TAM
271
Tocqueville Asset Management
New York
$1.05M
II
272
IFM Investors
Australia
$1.04M +$144K +2,351 +16%
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$1.03M +$125K +2,040 +14%
ACA
274
Anchor Capital Advisors
Massachusetts
$1.02M -$1.22K -20 -0.1%
KeyBank National Association
275
KeyBank National Association
Ohio
$1.02M +$121K +1,984 +14%

ES Hedge Fund Activity: Q3 2018 in Review

632 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2018, worth a combined $14.4B — up 4.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ES positions and 55 closed out — a net gain of 9 holders — while 203 added to existing stakes and 213 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 632 institutional investors held Eversource Energy (ES) as of Q3 2018, up from 628 in Q2 2018.
  • Funds reported $14.4B of Eversource Energy stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 64 funds opened new Eversource Energy positions in Q3 2018 and 55 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q3 2018 was Citadel Advisors, an estimated $139M added.
  • The largest Eversource Energy seller in Q3 2018 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2018.