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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
351
Advisor Partners
California
$531K +$21.7K +344 +4%
BFO
352
Boston Family Office
Massachusetts
$519K -$18.5K -292 -3%
MERSOM
353
Municipal Employees' Retirement System of Michigan
Michigan
$517K -$928K -14,680 -64%
MHIC
354
Marble Harbor Investment Counsel
Massachusetts
$513K
CC
355
ClearArc Capital
Ohio
$510K -$4.24K -67 -0.8%
NEPPG
356
New England Professional Planning Group
Rhode Island
$510K +$522K +8,264 New
BFC
357
Blue Fin Capital
Rhode Island
$509K
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$509K +$18.6K +294 +4%
Federated Hermes
359
Federated Hermes
Pennsylvania
$508K -$36.7K -581 -7%
PSUF
360
People's United Financial
Connecticut
$507K +$506K +8,008 New
ECM
361
Everence Capital Management
Indiana
$502K -$210K -3,320 -29%
BF
362
BOK Financial
Oklahoma
$501K -$172K -2,719 -26%
CI
363
Conning Inc
Connecticut
$501K -$15.8K -250 -3%
ACI
364
Alpha Cubed Investments
California
$499K +$14.2K +225 +3%
SC
365
SouthState Corp
Florida
$494K +$494K +7,821 New
WP
366
WMS Partners
Maryland
$490K -$31.6K -500 -6%
SXL
367
Summit X LLC
Missouri
$489K +$2.53K +40 +0.5%
ECM
368
ETrade Capital Management
Virginia
$486K +$87K +1,376 +22%
HPC
369
HM Payson & Co
Maine
$480K +$2.78K +44 +0.6%
ZCA
370
Zeke Capital Advisors
Pennsylvania
$472K +$473K +7,477 New
IWC
371
Integrated Wealth Concepts
Massachusetts
$471K +$479K +7,569 New
EOJOAM
372
E. Ohman J:or Asset Management
Sweden
$466K
AssetMark Inc
373
AssetMark Inc
California
$464K +$443K +7,010 +2,137%
GC
374
Grimes & Company
Massachusetts
$460K +$190 +3 +0%
V
375
Veritable
Delaware
$455K -$78.1K -1,236 -15%

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.