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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
376
Welch & Forbes
Massachusetts
$410K
Pacer Advisors
377
Pacer Advisors
Pennsylvania
$403K +$31.7K +522 +9%
CA
378
Cetera Advisors
Colorado
$401K -$15.1K -248 -4%
IH
379
IFC Holdings
Florida
$398K -$8.74K -144 -2%
MYLI
380
Meiji Yasuda Life Insurance
Japan
$392K +$392K +6,450 New
PI
381
Putnam Investments
Massachusetts
$382K -$3.01M -49,565 -89%
IAS
382
IMA Advisory Services
Colorado
$378K -$91.3K -1,503 -19%
HTC
383
Haverford Trust Company
Pennsylvania
$376K +$19.7K +325 +6%
BIA
384
Barry Investment Advisors
Massachusetts
$371K -$6.86K -113 -2%
KIA
385
KCM Investment Advisors
California
$370K -$5.71K -94 -2%
LS
386
Livforsakringsbolaget Skandia
Sweden
$367K
Federated Hermes
387
Federated Hermes
Pennsylvania
$360K -$26.1K -430 -7%
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$358K -$61.9K -1,020 -15%
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$351K +$277K +4,557 +370%
MCM
390
Murphy Capital Management
New Jersey
$350K -$3.04K -50 -0.9%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$344K -$36.9K -608 -10%
TCOV
392
Trust Company of Vermont
Vermont
$335K +$5.1K +84 +2%
ECM
393
ETrade Capital Management
Virginia
$335K +$67.8K +1,117 +25%
PCM
394
Parsons Capital Management
Rhode Island
$330K -$24.3K -400 -7%
GLA
395
Great Lakes Advisors
Illinois
$326K -$17.6K -290 -5%
ONB
396
Old National Bancorp
Indiana
$324K -$32.7K -539 -9%
Mirae Asset Global Investments
397
Mirae Asset Global Investments
South Korea
$323K -$375K -6,167 -54%
MA
398
MUFG Americas
New York
$322K +$322K +5,310 New
NPC
399
National Planning Corporation
California
$315K -$32.5K -535 -9%
LFG
400
LifePlan Financial Group
Ohio
$314K

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.