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Eversource Energy

486 hedge funds and large institutions have $9.48B invested in Eversource Energy in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $4.39M

0.09% more ownership

Funds ownership: 68.05%68.14% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

2% less funds holding

Funds holding: 496486 (-10)

7% less capital invested

Capital invested by funds: $10.2B → $9.48B (-$667M)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
486
Holders Change
-10
Holders Change %
-2.02%
% of All Funds
14.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
171
Reduced
183
Closed
33
Calls
$31.3M
Puts
$4.39M
Net Calls
+$26.9M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
401
MB Financial Bank - Trust Department
Illinois
$120K +$59K +1,312 +100%
FNBT
402
FineMark National Bank & Trust
Florida
$117K
NFG
403
Next Financial Group
Texas
$117K +$118K +2,633 New
PG
404
PEAK6 Group
Illinois
$103K +$104K +2,321 New
GIS
405
Guardian Investor Services
New York
$99K -$4.77K -106 -5%
FWM
406
Focused Wealth Management
New York
$98K -$4.5K -100 -4%
IMS
407
Index Management Solutions
Pennsylvania
$97K +$27.8K +618 +40%
EWM
408
Evercore Wealth Management
New York
$96K
QT
409
Quantbot Technologies
New York
$90K -$2.42M -53,797 -96%
AA
410
Apriem Advisors
California
$89K
MCM
411
Manchester Capital Management
Vermont
$87K
GLI
412
Guardian Life Insurance
New York
$80K +$900 +20 +1%
FCCM
413
First City Capital Management
Georgia
$78.3K
PMFA
414
Plante Moran Financial Advisors
Michigan
$78K -$4.86K -108 -6%
Bessemer Group
415
Bessemer Group
New Jersey
$77K +$5.17K +115 +7%
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$76K -$5.94K -132 -7%
TIM
417
Tortoise Investment Management
New York
$70K
KTC
418
Kistler-Tiffany Companies
Pennsylvania
$68K
Manulife (Manufacturers Life Insurance)
419
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.6K -$57.8K -1,284 -0.1%
WA
420
WFG Advisors
Texas
$63K +$180 +4 +0.3%
IC
421
IKOS CIF
Cyprus
$59K +$27.2K +605 +87%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$56K -$5.8K -129 -9%
AP
423
Atwood & Palmer
Missouri
$56K +$33.5K +745 +142%
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K +$2.79K +62 +5%
ARMC
425
American Research & Management Company
Massachusetts
$49K

ES Hedge Fund Activity: Q3 2014 in Review

486 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2014, worth a combined $9.48B — down 6.6% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ES and 28 opened new positions — a net loss of 5 holders — while 183 trimmed existing stakes and 171 added.

The largest buyer was Deutsche Bank, adding an estimated $282M. The largest seller was Norges Bank, cutting an estimated $121M.

  • 486 institutional investors held Eversource Energy (ES) as of Q3 2014, down from 496 in Q2 2014.
  • Funds reported $9.48B of Eversource Energy stock for Q3 2014, down 6.6% quarter-over-quarter.
  • 28 funds opened new Eversource Energy positions in Q3 2014 and 33 closed out, a net change of -5 holders.
  • The largest Eversource Energy buyer in Q3 2014 was Deutsche Bank, an estimated $282M added.
  • The largest Eversource Energy seller in Q3 2014 was Norges Bank, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2014.