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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
BOTW
326
Bank of the West
California
$583K -$113K -1,840 -16%
CCM
327
Cox Capital Management
Massachusetts
$578K +$7.96K +130 +1%
SWP
328
Stratos Wealth Partners
Ohio
$569K +$20.7K +339 +4%
II
329
Inspire Investing
Idaho
$566K +$81.3K +1,329 +17%
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$564K
IWC
331
Integrated Wealth Concepts
Massachusetts
$551K +$84.7K +1,385 +18%
ECM
332
Element Capital Management
New York
$543K +$541K +8,843 New
MSE
333
MUFG Securities EMEA
United Kingdom
$528K +$504K +8,236 +2,320%
NEPPG
334
New England Professional Planning Group
Rhode Island
$508K
ACI
335
Alpha Cubed Investments
California
$507K +$7.04K +115 +1%
6M
336
6 Meridian
Kansas
$504K +$25K +408 +5%
CC
337
ClearArc Capital
Ohio
$503K +$5.63K +92 +1%
CA
338
Cetera Advisors
Colorado
$502K +$161K +2,635 +47%
SXL
339
Summit X LLC
Missouri
$498K +$7.96K +130 +2%
Brown Advisory
340
Brown Advisory
Maryland
$495K +$12.7K +207 +3%
CT
341
Cambridge Trust
Massachusetts
$493K -$73.7K -1,204 -13%
B
342
Bridgeworth
Alabama
$491K +$444K +7,255 +994%
CL
343
CPWM LLC
Washington
$490K +$17.1K +280 +4%
WP
344
WealthPLAN Partners
Nebraska
$489K +$55.7K +910 +14%
ECM
345
Everence Capital Management
Indiana
$488K
SC
346
SouthState Corp
Florida
$480K +$14.6K +238 +3%
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$477K -$795 -13 -0.2%
GC
348
Grimes & Company
Massachusetts
$476K -$306 -5 -0.1%
HSA
349
HBK Sorce Advisory
Pennsylvania
$472K -$428 -7 -0.1%
IG
350
ING Group
Netherlands
$462K +$460K +7,520 New

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.