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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
SPIA
301
Steward Partners Investment Advisory
New York
$974K -$26.9K -413 -3%
GIA
302
Gateway Investment Advisers
Ohio
$973K -$33K -506 -3%
BCM
303
BTR Capital Management
California
$953K
RFC
304
Regions Financial Corp
Alabama
$951K -$8.54K -131 -0.9%
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
$934K -$88.6K -1,360 -9%
JIP
306
Jaffetilchin Investment Partners
Florida
$909K +$552K +8,476 +154%
PP
307
Pegasus Partners
Wisconsin
$906K -$4.89K -75 -0.5%
MYAM
308
Meiji Yasuda Asset Management
Japan
$905K +$12.4K +190 +1%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$901K +$15.9K +244 +2%
KRS
310
Kentucky Retirement Systems
Kentucky
$897K +$18.8K +289 +2%
BEAM
311
Baker Ellis Asset Management
Washington
$891K -$34.1K -523 -4%
MHI
312
Miller Howard Investments
New York
$889K +$4.24K +65 +0.5%
PAG
313
Private Advisor Group
New Jersey
$855K -$54.5K -836 -6%
Mariner
314
Mariner
Kansas
$851K +$852K +13,083 New
PSG
315
Planning Solutions Group
Maryland
$842K +$843K +12,939 New
DJSG
316
D.J. St. Germain
Massachusetts
$837K +$31.9K +489 +4%
QC
317
Quadrature Capital
United Kingdom
$823K -$725K -11,125 -47%
Daiwa Securities Group
318
Daiwa Securities Group
Japan
$819K +$92.7K +1,423 +13%
FAAS
319
First Allied Advisory Services
California
$798K -$8.6K -132 -1%
AWA
320
Arete Wealth Advisors
Illinois
$784K -$3.65K -56 -0.5%
OSIA
321
O'Shares Investment Advisers
Massachusetts
$779K +$780K +11,970 New
QT
322
Quantamental Technologies
New York
$779K +$781K +11,983 New
LOAMS
323
Lombard Odier Asset Management (Switzerland)
Switzerland
$778K +$310K +4,761 +66%
SC
324
Sawyer & Company
Massachusetts
$768K +$10.4K +160 +1%
EOJOAM
325
E. Ohman J:or Asset Management
Sweden
$767K -$202K -3,100 -21%

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.