We are live on ! Find out more
ES icon

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
DJSG
301
D.J. St. Germain
Massachusetts
$761K +$104K +1,699 +16%
BSAM
302
Blue Sky Asset Management
Colorado
$753K +$750K +12,255 New
BA
303
Bridgewater Associates
Connecticut
$750K +$372K +6,078 +99%
AWA
304
Arete Wealth Advisors
Illinois
$744K -$125K -2,035 -14%
O
305
OppenheimerFunds
New York
$734K -$83.3K -1,361 -10%
SC
306
Sawyer & Company
Massachusetts
$716K +$437K +7,145 +158%
AIL
307
AGF Investments LLC
Ontario, Canada
$707K -$79.9K -1,305 -10%
SFI
308
Susquehanna Fundamental Investments
Pennsylvania
$707K
WIM
309
Waverton Investment Management
United Kingdom
$697K
LMAM
310
Legg Mason Asset Management
Japan
$689K -$538K -8,800 -44%
EFS
311
Essex Financial Services
Connecticut
$689K -$5.2K -85 -0.8%
TAM
312
Tiverton Asset Management
Delaware
$688K
Daiwa Securities Group
313
Daiwa Securities Group
Japan
$686K +$41.6K +680 +6%
ERSOT
314
Employees Retirement System of Texas
Texas
$676K -$122K -2,000 -15%
CCFCSB
315
Cape Cod Five Cents Savings Bank
Massachusetts
$655K
Baird Financial Group
316
Baird Financial Group
Wisconsin
$648K +$101K +1,643 +18%
CCG
317
Chatham Capital Group
Georgia
$643K -$16.2K -265 -2%
JG
318
Jefferies Group
New York
$618K -$1.5M -24,591 -71%
VEA
319
Virtus ETF Advisers
New York
$610K +$607K +9,921 New
PAS
320
Park Avenue Securities
New York
$609K +$46.4K +759 +8%
NA
321
NewEdge Advisors
Louisiana
$604K -$82.1K -1,341 -12%
PP
322
Paloma Partners
Connecticut
$602K -$766K -12,512 -56%
LFAS
323
Level Four Advisory Services
Texas
$592K +$3.73K +61 +0.6%
BF
324
BOK Financial
Oklahoma
$585K -$26.7K -437 -4%
CI
325
Cigna Investments
Connecticut
$584K -$49K -800 -8%

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.