Eversource Energy
610 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 214 increasing their positions, 192 reducing their positions, and 37 closing their positions.
62% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 37
43% more call options, than puts
Call options by funds: $9.83M | Put options by funds: $6.86M
11% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 192
3% more funds holding
Funds holding: 592 → 610 (+18)
0.08% more ownership
Funds ownership: 72.96% → 73.05% (+0.08%)
0% less capital invested
Capital invested by funds: $14B → $14B (-$43M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$67.1M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$66.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$42.9M |
| 4 |
Morgan Stanley
New York
|
+$33.1M |
| 5 |
Bank of New York Mellon
New York
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$195M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$59.6M |
| 3 |
Neuberger Berman Group
New York
|
-$44.5M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$29.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$25.7M |
ES Hedge Fund Activity: Q3 2017 in Review
610 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2017, worth a combined $14B — down 0.31% from $14B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ES positions and 37 closed out — a net gain of 23 holders — while 214 added to existing stakes and 192 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $67.1M. The largest seller was Deutsche Bank, cutting an estimated $195M.
- 610 institutional investors held Eversource Energy (ES) as of Q3 2017, up from 592 in Q2 2017.
- Funds reported $14B of Eversource Energy stock for Q3 2017, down 0.31% quarter-over-quarter.
- 60 funds opened new Eversource Energy positions in Q3 2017 and 37 closed out, a net change of +23 holders.
- The largest Eversource Energy buyer in Q3 2017 was Janus Henderson Group, an estimated $67.1M added.
- The largest Eversource Energy seller in Q3 2017 was Deutsche Bank, an estimated $195M sold.
Based on aggregated 13F filings for Q3 2017.