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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
6M
376
6 Meridian
Kansas
$454K +$455K +7,191 New
AIP
377
Ameritas Investment Partners
Nebraska
$444K -$18.7K -296 -4%
TNB
378
Thomasville National Bank
Georgia
$443K -$57.2K -905 -11%
HSA
379
HBK Sorce Advisory
Pennsylvania
$442K -$6.26K -99 -1%
WF
380
Welch & Forbes
Massachusetts
$432K +$4.74K +75 +1%
D.E. Shaw & Co
381
D.E. Shaw & Co
New York
$431K -$6.48M -102,455 -94%
SCA
382
Stokes Capital Advisors
South Carolina
$431K +$431K +6,822 New
BHWM
383
Bar Harbor Wealth Management
New Hampshire
$423K -$1.58K -25 -0.4%
Bessemer Group
384
Bessemer Group
New Jersey
$410K +$35.8K +567 +10%
PAS
385
Park Avenue Securities
New York
$410K +$125K +1,975 +44%
AWM
386
Aevitas Wealth Management
Massachusetts
$408K +$408K +6,457 New
CA
387
Cetera Advisors
Colorado
$402K -$19.3K -305 -5%
CAG
388
Crestwood Advisors Group
Massachusetts
$397K -$94.8K -1,500 -19%
BAS
389
Brown Advisory Securities
Maryland
$397K -$31.6K -500 -7%
AWM
390
AE Wealth Management
Kansas
$394K +$131K +2,070 +50%
KIA
391
KCM Investment Advisors
California
$393K
BIA
392
Barry Investment Advisors
Massachusetts
$392K +$2.97K +47 +0.8%
WAM
393
Wealthspire Advisors (Maryland)
Maryland
$389K +$29.8K +471 +8%
RIG
394
Roosevelt Investment Group
New York
$389K +$71.8K +1,136 +23%
SB
395
Suntrust Banks
Georgia
$388K -$62.7K -991 -14%
WT
396
Washington Trust
Rhode Island
$387K +$387K +6,119 New
DCM
397
Driehaus Capital Management
Illinois
$379K +$379K +6,000 New
Two Sigma Advisers
398
Two Sigma Advisers
New York
$372K -$1.68M -26,539 -82%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$371K +$47K +744 +15%
IA
400
IFG Advisory
Georgia
$366K +$367K +5,800 New

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.