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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
326
Plancorp LLC
Missouri
$683K -$316 -5 -0%
PAG
327
Private Advisor Group
New Jersey
$675K -$16.4K -260 -2%
SWP
328
Stratos Wealth Partners
Ohio
$675K -$6.01K -95 -0.9%
TAM
329
Tyers Asset Management
Texas
$674K -$32.4K -512 -5%
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$672K +$45.5K +720 +7%
CT
331
Cambridge Trust
Massachusetts
$671K -$57.5K -909 -8%
PWLP
332
Prio Wealth Limited Partnership
Massachusetts
$667K
CCG
333
Chatham Capital Group
Georgia
$659K
Parallax Volatility Advisers
334
Parallax Volatility Advisers
California
$647K +$647K +10,239 New
TF
335
TIAA FSB
Florida
$645K +$1.01K +16 +0.2%
Pacer Advisors
336
Pacer Advisors
Pennsylvania
$644K +$180K +2,852 +39%
DC
337
Davenport & Co
Virginia
$635K +$636K +10,058 New
CWM
338
Cornerstone Wealth Management
Missouri
$631K -$6.2K -98 -1%
CG
339
Colony Group
Massachusetts
$626K +$626K +9,907 New
II
340
IFM Investors
Australia
$624K
Citadel Advisors
341
Citadel Advisors
Florida
$619K -$9.29M -146,986 -94%
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$613K +$34.8K +550 +6%
GT
343
Glenview Trust
Kentucky
$604K
Envestnet Asset Management
344
Envestnet Asset Management
Illinois
$581K +$32K +506 +6%
GFPC
345
Global Financial Private Capital
Florida
$576K +$217K +3,429 +60%
DJSG
346
D.J. St. Germain
Massachusetts
$574K +$138K +2,180 +32%
PI
347
PineBridge Investments
New York
$567K +$49.6K +785 +10%
IA
348
IFP Advisors
Florida
$556K -$843K -13,331 -60%
IRF
349
IBM Retirement Fund
New York
$541K
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$532K +$2.28K +36 +0.4%

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.