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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
251
A.R.T. Advisors
New York
$1.64M +$1.64M +25,200 New
NAM
252
Nissay Asset Management
Japan
$1.61M +$32.4K +498 +2%
GHCM
253
Glen Harbor Capital Management
California
$1.59M -$215K -3,298 -12%
MAM
254
Martingale Asset Management
Massachusetts
$1.59M -$178K -2,736 -10%
RIM
255
Rampart Investment Management
Connecticut
$1.58M +$994K +15,261 +168%
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
$1.58M +$248K +3,799 +19%
N
257
Nuveen
North Carolina
$1.56M -$3.25M -49,927 -68%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$1.52M -$12.3K -189 -0.8%
PCM
259
Penserra Capital Management
California
$1.48M -$234K -3,588 -14%
HGWM
260
Harvest Group Wealth Management
Massachusetts
$1.46M +$1.46M +22,413 New
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$1.45M -$15.2K -233 -1%
M&T Bank
262
M&T Bank
New York
$1.43M -$719K -11,031 -33%
EIA
263
Edgemoor Investment Advisors
Maryland
$1.39M
Truist Financial
264
Truist Financial
North Carolina
$1.36M -$57.1K -876 -4%
VIA
265
Vident Investment Advisory
Georgia
$1.35M +$163K +2,494 +14%
TPA
266
Trivium Point Advisory
Connecticut
$1.34M +$1.34M +20,590 New
MCIM
267
Meadow Creek Investment Management
Georgia
$1.31M -$177K -2,716 -12%
KOCAA
268
Knights of Columbus Asset Advisors
Connecticut
$1.3M +$143K +2,200 +12%
SIM
269
Sentry Investment Management
Wisconsin
$1.3M -$33.9K -520 -3%
PP
270
Prudential plc
United Kingdom
$1.28M +$45.6K +700 +4%
AG
271
Advisor Group
Arizona
$1.27M +$381K +5,846 +43%
Wealthfront Advisers
272
Wealthfront Advisers
California
$1.27M +$1.27M +19,465 New
PP
273
Paloma Partners
Connecticut
$1.25M +$620K +9,512 +97%
AIS
274
American Investment Services
Massachusetts
$1.24M +$54.5K +836 +5%
ZIG
275
Zurich Insurance Group
Switzerland
$1.24M

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.