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Eversource Energy

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3%72.08% (+0.78%)

0% less funds holding

Funds holding: 586584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
276
Princeton Alpha Management
New Jersey
$1.03M -$111K -1,955 -10%
AIS
277
American Investment Services
Massachusetts
$1.03M -$14.5K -255 -1%
NWP
278
Northstar Wealth Partners
Connecticut
$1.03M +$984K +17,305 New
MCIM
279
Meadow Creek Investment Management
Georgia
$1.01M +$60.5K +1,064 +7%
TAM
280
Tocqueville Asset Management
New York
$1.01M +$71.1K +1,250 +8%
Brown Advisory
281
Brown Advisory
Maryland
$1.01M -$3.98K -70 -0.4%
Korea Investment Corp
282
Korea Investment Corp
South Korea
$1.01M +$952K +16,743 +4,477%
CCM
283
Cadence Capital Management
Massachusetts
$999K -$628K -11,051 -39%
ERSOT
284
Employees Retirement System of Texas
Texas
$999K
AMI
285
Amica Mutual Insurance
Rhode Island
$981K
O
286
OppenheimerFunds
New York
$978K -$12.5K -219 -1%
MC
287
Moors & Cabot
Massachusetts
$977K +$4.49K +79 +0.5%
BEAM
288
Baker Ellis Asset Management
Washington
$956K
IG
289
ING Group
Netherlands
$951K -$119K -2,089 -11%
LMGAM
290
Liberty Mutual Group Asset Management
Massachusetts
$939K -$367K -6,454 -29%
N
291
Nuveen
North Carolina
$934K -$352K -6,184 -28%
GL
292
GLG LLC
New York
$929K -$2.05K -36 -0.2%
BCM
293
BTR Capital Management
California
$912K -$22.3K -392 -2%
RFC
294
Regions Financial Corp
Alabama
$904K -$88.6K -1,559 -9%
Assenagon Asset Management
295
Assenagon Asset Management
Luxembourg
$902K +$872K +15,339 New
Simplex Trading
296
Simplex Trading
Illinois
$899K +$870K +15,303 New
CCFCSB
297
Cape Cod Five Cents Savings Bank
Massachusetts
$888K -$73.1K -1,285 -8%
OI
298
Oakbrook Investments
Illinois
$870K -$71.1K -1,250 -8%
KeyBank National Association
299
KeyBank National Association
Ohio
$858K -$90.1K -1,584 -10%
WCBA
300
Weaver C. Barksdale & Associates
Tennessee
$841K

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.