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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
CAN
401
Cetera Advisor Networks
California
$313K -$77.9K -1,283 -20%
DJSG
402
D.J. St. Germain
Massachusetts
$311K +$91.1K +1,500 +41%
PFPT
403
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K +$4.55K +75 +1%
ISL
404
Ingalls & Snyder LLC
New York
$309K +$309K +5,089 New
EB
405
Eastern Bank
Massachusetts
$308K
FWIA
406
Fort Washington Investment Advisors
Ohio
$304K
HNB
407
Huntington National Bank
Ohio
$303K +$9.17K +151 +3%
SB
408
Suntrust Banks
Georgia
$302K +$1.76K +29 +0.6%
Fiera Capital (Canada)
409
Fiera Capital (Canada)
Quebec, Canada
$297K -$219K -3,600 -42%
EM
410
ELCO Management
New York
$294K
FHA
411
Flagship Harbor Advisors
Massachusetts
$291K -$121 -2 -0%
VFA
412
Voya Financial Advisors
Connecticut
$290K +$9.11K +150 +3%
WP
413
WealthSource Partners
California
$287K
Allianz Asset Management
414
Allianz Asset Management
Germany
$282K +$39.5K +650 +16%
SSW
415
Smith Shellnut Wilson
Mississippi
$270K +$274K +4,505 New
SNBOSCI
416
Security National Bank of Sioux City Iowa
Iowa
$268K
MCM
417
MAI Capital Management
Ohio
$268K +$1.52K +25 +0.6%
AL
418
Aspiriant LLC
California
$261K -$245K -4,039 -48%
BCM
419
Becker Capital Management
Oregon
$261K
RMCM
420
Reynders McVeigh Capital Management
Massachusetts
$259K -$38.9K -640 -13%
ICOA
421
Investment Centers of America
North Dakota
$258K -$28.8K -475 -10%
GG
422
Gofen & Glossberg
Illinois
$256K
GWI
423
Grace & White Inc
New York
$255K
CBU
424
CIBC Bank USA
Illinois
$253K +$789 +13 +0.3%
YIA
425
YHB Investment Advisors
Connecticut
$252K -$3.48M -57,255 -93%

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.