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Eversource Energy

544 hedge funds and large institutions have $11.3B invested in Eversource Energy in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 168 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,004% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $1.09M

150% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 34

9% more funds holding

Funds holding: 500544 (+44)

2% more capital invested

Capital invested by funds: $11.1B → $11.3B (+$197M)

0.55% more ownership

Funds ownership: 69.9%70.45% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 187

Holders
544
Holders Change
+44
Holders Change %
+8.8%
% of All Funds
14.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
85
Increased
168
Reduced
187
Closed
34
Calls
$33.9M
Puts
$1.09M
Net Calls
+$32.8M
Net Calls Change
+$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
351
Constellation Investments
Ohio
$357K +$10.2K +200 +3%
PI
352
Putnam Investments
Massachusetts
$352K
AIP
353
Ameritas Investment Partners
Nebraska
$350K
GC
354
Grimes & Company
Massachusetts
$349K +$153 +3 +0%
WF
355
Welch & Forbes
Massachusetts
$347K +$1.88K +37 +0.5%
CFB
356
Cullen/Frost Bankers
Texas
$346K +$28.1K +552 +9%
VRS
357
Virginia Retirement Systems
Virginia
$344K +$2.75K +54 +0.8%
MHIC
358
Marble Harbor Investment Counsel
Massachusetts
$338K
QT
359
Quantbot Technologies
New York
$337K +$336K +6,600 New
SWP
360
Stratos Wealth Partners
Ohio
$336K -$27.2K -535 -8%
MCM
361
Murphy Capital Management
New Jersey
$333K -$6.61K -130 -2%
HPC
362
HM Payson & Co
Maine
$331K -$12.2K -239 -4%
TCOV
363
Trust Company of Vermont
Vermont
$325K
BAM
364
Burnham Asset Management
New York
$324K
EB
365
Eastern Bank
Massachusetts
$318K
MLL
366
Moody Lynn & Lieberson
Massachusetts
$318K
UR
367
USCA RIA
Texas
$316K -$1.16M -22,833 -79%
CA
368
Cetera Advisors
Colorado
$313K -$56K -1,100 -15%
KIA
369
KCM Investment Advisors
California
$307K -$19.1K -375 -6%
BIA
370
Barry Investment Advisors
Massachusetts
$305K +$2.44K +48 +0.8%
Bank of Nova Scotia
371
Bank of Nova Scotia
Ontario, Canada
$300K -$509 -10 -0.2%
AP
372
Advisor Partners
California
$296K -$3.26K -64 -1%
DCM
373
Dynamic Capital Management
Jersey
$296K +$295K +5,804 New
PCM
374
Parsons Capital Management
Rhode Island
$293K
SRC
375
Shufro Rose & Co
New York
$293K

ES Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2015, worth a combined $11.3B — up 1.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ES positions and 34 closed out — a net gain of 51 holders — while 168 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 544 institutional investors held Eversource Energy (ES) as of Q4 2015, up from 500 in Q3 2015.
  • Funds reported $11.3B of Eversource Energy stock for Q4 2015, up 1.8% quarter-over-quarter.
  • 85 funds opened new Eversource Energy positions in Q4 2015 and 34 closed out, a net change of +51 holders.
  • The largest Eversource Energy buyer in Q4 2015 was Royal Bank of Canada, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2015 was Millennium Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2015.