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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
SBIA
276
Sheaff Brock Investment Advisors
Indiana
$973K
Jacobs Levy Equity Management
277
Jacobs Levy Equity Management
New Jersey
$966K -$26.9K -440 -3%
FT
278
Fiduciary Trust
Massachusetts
$963K
GIA
279
Gateway Investment Advisers
Ohio
$950K -$8.75K -143 -0.9%
SPIA
280
Steward Partners Investment Advisory
New York
$946K +$50.8K +830 +6%
EOJOAM
281
E. Ohman J:or Asset Management
Sweden
$915K +$85.7K +1,400 +10%
Public Sector Pension Investment Board (PSP Investments)
282
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$911K -$177K -2,900 -16%
RFC
283
Regions Financial Corp
Alabama
$906K -$29.1K -475 -3%
BCM
284
BTR Capital Management
California
$900K
CCM
285
Cadence Capital Management
Massachusetts
$874K -$184K -2,999 -17%
BEAM
286
Baker Ellis Asset Management
Washington
$873K -$38.7K -633 -4%
PP
287
Pegasus Partners
Wisconsin
$860K -$8.57K -140 -1%
PAG
288
Private Advisor Group
New Jersey
$859K +$97.4K +1,591 +13%
MYAM
289
Meiji Yasuda Asset Management
Japan
$844K +$30.6K +500 +4%
AG
290
Advisor Group
Arizona
$840K +$209K +3,413 +33%
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$836K +$18.4K +301 +2%
MHI
292
Miller Howard Investments
New York
$835K -$23.6K -386 -3%
KRS
293
Kentucky Retirement Systems
Kentucky
$829K +$2.51K +41 +0.3%
IA
294
Icon Advisers
Colorado
$817K -$893K -14,600 -52%
Mirae Asset Global Investments
295
Mirae Asset Global Investments
South Korea
$806K +$491K +8,025 +158%
TAM
296
Tyers Asset Management
Texas
$804K -$19.6K -320 -2%
RCM
297
Riverhead Capital Management
Delaware
$803K -$15.3K -250 -2%
LMGAM
298
Liberty Mutual Group Asset Management
Massachusetts
$779K
GCA
299
Gideon Capital Advisors
New York
$767K +$764K +12,482 New
FAAS
300
First Allied Advisory Services
California
$762K -$4.53K -74 -0.6%

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.