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Eversource Energy
ES

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3% → 72.08% (+0.78%)

0% less funds holding

Funds holding: 586 → 584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.3M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$88.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.6M
3
Norges Bank
Norges Bank
Norway
-$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
351
Virtus Investment Advisers
Connecticut
$480K -$62.8K -1,105 -12%
MHIC
352
Marble Harbor Investment Counsel
Massachusetts
$478K +$29.8K +524 +7%
BFC
353
Blue Fin Capital
Rhode Island
$474K -$11.4K -200 -2%
MSV
354
MN Services Vermogensbeheer
Netherlands
$465K +$22.9K +403 +5%
AP
355
Advisor Partners
California
$463K +$45.7K +803 +11%
CAG
356
Crestwood Advisors Group
Massachusetts
$461K +$215K +3,786 +95%
Verition Fund Management
357
Verition Fund Management
Connecticut
$457K +$187K +3,284 +73%
BHWM
358
Bar Harbor Wealth Management
New Hampshire
$456K -$15K -263 -3%
WP
359
WMS Partners
Maryland
$456K – – –
CC
360
ClearArc Capital
Ohio
$455K +$1.76K +31 +0.4%
IAS
361
IMA Advisory Services
Colorado
$454K +$49.6K +873 +13%
ACI
362
Alpha Cubed Investments
California
$451K – – –
SSG
363
Summit Securities Group
New York
$450K +$435K +7,652 New
B
364
Barings
North Carolina
$448K +$217K +3,815 +100%
BAS
365
Brown Advisory Securities
Maryland
$446K +$431K +7,581 New
PSUF
366
People's United Financial
Connecticut
$442K +$284K +4,990 +197%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$441K +$6.37K +112 +2%
GC
368
Grimes & Company
Massachusetts
$427K +$171 +3 +0%
EOJOAM
369
E. Ohman J:or Asset Management
Sweden
$422K – – –
II
370
IFM Investors
Australia
$418K +$145K +2,545 +56%
HSA
371
HBK Sorce Advisory
Pennsylvania
$416K +$59.2K +1,041 +17%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$406K -$205K -3,614 -34%
CA
373
Cetera Advisors
Colorado
$404K -$9.61K -169 -2%
TSS
374
Two Sigma Securities
New York
$399K +$386K +6,792 New
HFS
375
HL Financial Services
Kentucky
$398K -$46.1K -811 -11%
13 14
15
16 17

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.