Eversource Energy
580 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2016 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 207 increasing their positions, 172 reducing their positions, and 35 closing their positions.
129% more call options, than puts
Call options by funds: $29.2M | Put options by funds: $12.8M
114% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 35
20% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 172
6% more funds holding
Funds holding: 549 → 580 (+31)
2% more capital invested
Capital invested by funds: $13.1B → $13.4B (+$322M)
0.67% less ownership
Funds ownership: 71.23% → 70.56% (-0.67%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$77M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$59.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$56.1M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$54.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$208M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$201M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$66.8M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$65.8M |
| 5 |
Neuberger Berman Group
New York
|
-$65.1M |
ES Hedge Fund Activity: Q2 2016 in Review
580 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2016, worth a combined $13.4B — up 2.5% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new ES positions and 35 closed out — a net gain of 40 holders — while 207 added to existing stakes and 172 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $77M. The largest seller was Wellington Management Group, cutting an estimated $208M.
- 580 institutional investors held Eversource Energy (ES) as of Q2 2016, up from 549 in Q1 2016.
- Funds reported $13.4B of Eversource Energy stock for Q2 2016, up 2.5% quarter-over-quarter.
- 75 funds opened new Eversource Energy positions in Q2 2016 and 35 closed out, a net change of +40 holders.
- The largest Eversource Energy buyer in Q2 2016 was Deutsche Bank, an estimated $77M added.
- The largest Eversource Energy seller in Q2 2016 was Wellington Management Group, an estimated $208M sold.
Based on aggregated 13F filings for Q2 2016.