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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
351
Bank of the West
California
$583K -$34.4K -528 -6%
IWC
352
Integrated Wealth Concepts
Massachusetts
$582K
CWM
353
Cordatus Wealth Management
Pennsylvania
$581K +$582K +8,937 New
GT
354
Glenview Trust
Kentucky
$565K +$97.7K +1,500 +21%
MERSOM
355
Municipal Employees' Retirement System of Michigan
Michigan
$546K +$547K +8,400 New
ACI
356
Alpha Cubed Investments
California
$539K +$17.9K +274 +3%
6M
357
6 Meridian
Kansas
$528K -$5.73K -88 -1%
Brown Advisory
358
Brown Advisory
Maryland
$524K
CT
359
Cambridge Trust
Massachusetts
$522K
B
360
Bridgeworth
Alabama
$522K +$3.13K +48 +0.6%
CL
361
CPWM LLC
Washington
$518K
ECM
362
Everence Capital Management
Indiana
$517K
LMAM
363
Legg Mason Asset Management
Japan
$514K -$215K -3,300 -29%
WP
364
WealthPLAN Partners
Nebraska
$514K +$5.21K +80 +1%
VF
365
Virtu Financial
New York
$514K +$515K +7,910 New
LNWWM
366
Laird Norton Wetherby Wealth Management
California
$513K +$8.14K +125 +2%
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$511K -$343K -5,268 -40%
SC
368
SouthState Corp
Florida
$511K +$2.61K +40 +0.5%
GC
369
Grimes & Company
Massachusetts
$505K +$261 +4 +0.1%
AP
370
Advisor Partners
California
$505K +$30.9K +474 +7%
AIC
371
Ameritas Investment Company
Nebraska
$487K +$487K +7,481 New
CA
372
Cetera Advisors
Colorado
$482K -$51.5K -791 -10%
BFC
373
Blue Fin Capital
Rhode Island
$458K -$26.1K -400 -5%
V
374
Veritable
Delaware
$452K +$23.3K +358 +5%
LFAS
375
Level Four Advisory Services
Texas
$449K -$179K -2,741 -28%

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.