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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$356K
SW
402
SVB Wealth
Massachusetts
$356K +$101K +1,600 +40%
IH
403
IFC Holdings
Florida
$348K -$60.8K -962 -15%
MCM
404
Murphy Capital Management
New Jersey
$348K -$12.6K -200 -3%
MA
405
MANA Advisors
New York
$346K +$346K +5,480 New
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$345K +$33.2K +525 +11%
PCM
407
Parsons Capital Management
Rhode Island
$344K
QAM
408
Quantres Asset Management
Cayman Islands
$341K -$50.6K -800 -13%
GP
409
Girard Partners
Pennsylvania
$338K +$338K +5,354 New
MA
410
MUFG Americas
New York
$335K
LWAC
411
Laurel Wealth Advisors (California)
California
$332K +$333K +5,270 New
CAN
412
Cetera Advisor Networks
California
$329K +$822 +13 +0.3%
FHA
413
Flagship Harbor Advisors
Massachusetts
$326K +$14.8K +234 +5%
MYLI
414
Meiji Yasuda Life Insurance
Japan
$325K -$114K -1,800 -26%
GLA
415
Great Lakes Advisors
Illinois
$319K +$16.7K +264 +6%
CBU
416
CIBC Bank USA
Illinois
$319K +$23.6K +373 +8%
ISL
417
Ingalls & Snyder LLC
New York
$314K
LFG
418
LifePlan Financial Group
Ohio
$312K
BSW
419
Buckingham Strategic Wealth
Missouri
$309K -$40.5K -641 -12%
Mirae Asset Global Investments
420
Mirae Asset Global Investments
South Korea
$308K -$20.6K -326 -6%
FWIA
421
Fort Washington Investment Advisors
Ohio
$307K
HWM
422
Holloway Wealth Management
Florida
$307K
LS
423
Livforsakringsbolaget Skandia
Sweden
$306K -$75.9K -1,200 -20%
HNB
424
Huntington National Bank
Ohio
$306K
RC
425
RegentAtlantic Capital
New Jersey
$303K +$303K +4,788 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.