We are live on ! Find out more
ES icon

Eversource Energy

486 hedge funds and large institutions have $9.48B invested in Eversource Energy in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $4.39M

0.09% more ownership

Funds ownership: 68.05%68.14% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

2% less funds holding

Funds holding: 496486 (-10)

7% less capital invested

Capital invested by funds: $10.2B → $9.48B (-$667M)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
486
Holders Change
-10
Holders Change %
-2.02%
% of All Funds
14.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
171
Reduced
183
Closed
33
Calls
$31.3M
Puts
$4.39M
Net Calls
+$26.9M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
351
Welch & Forbes
Massachusetts
$299K -$4.5K -100 -1%
EB
352
Eastern Bank
Massachusetts
$297K -$142K -3,148 -32%
MHIC
353
Marble Harbor Investment Counsel
Massachusetts
$294K
CC
354
ClearArc Capital
Ohio
$289K +$7.33K +163 +3%
VRS
355
Virginia Retirement Systems
Virginia
$288K +$3.15K +70 +1%
BAM
356
Burnham Asset Management
New York
$286K
Truist Financial
357
Truist Financial
North Carolina
$284K +$288K +6,413 New
LBG
358
Lloyds Banking Group
United Kingdom
$282K -$24.1K -536 -8%
BP
359
Banyan Partners
Florida
$279K
PCM
360
Parsons Capital Management
Rhode Island
$278K
CAN
361
Cetera Advisor Networks
California
$271K -$2.52K -56 -0.9%
KIA
362
KCM Investment Advisors
California
$270K -$9K -200 -3%
CI
363
Constellation Investments
Ohio
$270K +$4.5K +100 +2%
BF
364
BOK Financial
Oklahoma
$266K -$58.1K -1,291 -18%
First Manhattan
365
First Manhattan
New York
$265K
Toronto Dominion Bank
366
Toronto Dominion Bank
Ontario, Canada
$264K +$135 +3 +0.1%
TNBTD
367
Trustmark National Bank Trust Department
Mississippi
$262K
AIP
368
Ameritas Investment Partners
Nebraska
$258K -$25K -555 -9%
CTC
369
Central Trust Company
Missouri
$258K -$5.98K -133 -2%
PAM
370
PartnerRe Asset Management
Connecticut
$256K -$42.1K -935 -14%
SRC
371
Shufro Rose & Co
New York
$254K
MLL
372
Moody Lynn & Lieberson
Massachusetts
$253K
MCM
373
MAI Capital Management
Ohio
$247K +$251K +5,575 New
QAM
374
Quantres Asset Management
Cayman Islands
$239K +$243K +5,400 New
YIA
375
YHB Investment Advisors
Connecticut
$235K -$67.5K -1,500 -22%

ES Hedge Fund Activity: Q3 2014 in Review

486 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2014, worth a combined $9.48B — down 6.6% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ES and 28 opened new positions — a net loss of 5 holders — while 183 trimmed existing stakes and 171 added.

The largest buyer was Deutsche Bank, adding an estimated $282M. The largest seller was Norges Bank, cutting an estimated $121M.

  • 486 institutional investors held Eversource Energy (ES) as of Q3 2014, down from 496 in Q2 2014.
  • Funds reported $9.48B of Eversource Energy stock for Q3 2014, down 6.6% quarter-over-quarter.
  • 28 funds opened new Eversource Energy positions in Q3 2014 and 33 closed out, a net change of -5 holders.
  • The largest Eversource Energy buyer in Q3 2014 was Deutsche Bank, an estimated $282M added.
  • The largest Eversource Energy seller in Q3 2014 was Norges Bank, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2014.