Eversource Energy
586 hedge funds and large institutions have $12.5B invested in Eversource Energy in 2016 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 48 closing their positions.
244% more call options, than puts
Call options by funds: $29.6M | Put options by funds: $8.61M
71% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 48
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
5% more funds holding
Funds holding: 558 → 586 (+28)
3% more capital invested
Capital invested by funds: $12.2B → $12.5B (+$331M)
0.16% more ownership
Funds ownership: 71.14% → 71.3% (+0.16%)
2% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$104M |
| 2 |
Bank of New York Mellon
New York
|
+$60.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$58.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.8M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$134M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$85M |
| 3 |
Millennium Management
New York
|
-$84.6M |
| 4 |
LC
LNZ Capital
New York
|
-$84.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$55.3M |
ES Hedge Fund Activity: Q4 2016 in Review
586 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2016, worth a combined $12.5B — up 2.7% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new ES positions and 48 closed out — a net gain of 34 holders — while 192 added to existing stakes and 196 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $104M. The largest seller was Deutsche Bank, cutting an estimated $134M.
- 586 institutional investors held Eversource Energy (ES) as of Q4 2016, up from 558 in Q3 2016.
- Funds reported $12.5B of Eversource Energy stock for Q4 2016, up 2.7% quarter-over-quarter.
- 82 funds opened new Eversource Energy positions in Q4 2016 and 48 closed out, a net change of +34 holders.
- The largest Eversource Energy buyer in Q4 2016 was T. Rowe Price Associates, an estimated $104M added.
- The largest Eversource Energy seller in Q4 2016 was Deutsche Bank, an estimated $134M sold.
Based on aggregated 13F filings for Q4 2016.