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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
326
Plancorp LLC
Missouri
$657K
AAM
327
Advisors Asset Management
Colorado
$650K +$60.2K +992 +10%
LMAM
328
Legg Mason Asset Management
Japan
$650K +$650K +10,700 New
TAM
329
Tyers Asset Management
Texas
$648K +$49.6K +816 +8%
CCG
330
Chatham Capital Group
Georgia
$645K
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$641K
BNP Paribas Asset Management
332
BNP Paribas Asset Management
France
$614K -$161K -2,647 -21%
SWP
333
Stratos Wealth Partners
Ohio
$606K +$11.8K +195 +2%
CIMLRA
334
CBRE Investment Management Listed Real Assets
Pennsylvania
$602K +$24.3K +400 +4%
AIM
335
Achmea Investment Management
Netherlands
$598K +$600K +9,886 New
GT
336
Glenview Trust
Kentucky
$584K
BF
337
BOK Financial
Oklahoma
$582K -$52.5K -864 -8%
EP
338
Edgestream Partners
New Jersey
$579K -$229K -3,775 -28%
N
339
Natixis
France
$573K -$2.16M -35,538 -79%
II
340
IFM Investors
Australia
$571K +$138K +2,280 +32%
Assenagon Asset Management
341
Assenagon Asset Management
Luxembourg
$557K -$374K -6,166 -40%
V
342
Veritable
Delaware
$557K +$35K +577 +7%
EFS
343
Essex Financial Services
Connecticut
$557K +$182K +2,992 +48%
Schroder Investment Management Group
344
Schroder Investment Management Group
United Kingdom
$556K +$32.9K +542 +6%
Daiwa Securities Group
345
Daiwa Securities Group
Japan
$545K +$3.04K +50 +0.6%
Envestnet Asset Management
346
Envestnet Asset Management
Illinois
$543K -$20.3K -334 -4%
IRF
347
IBM Retirement Fund
New York
$528K +$258K +4,246 +120%
KRSITF
348
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$527K +$6.68K +110 +1%
BFO
349
Boston Family Office
Massachusetts
$521K -$143K -2,355 -22%
W
350
Wealthfront
California
$509K +$109K +1,794 +27%

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.