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Eversource Energy

632 hedge funds and large institutions have $14.4B invested in Eversource Energy in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,691% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $958K

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$590M)

1% more funds holding

Funds holding: 628632 (+4)

0.15% more ownership

Funds ownership: 74.31%74.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 213

Holders
632
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
14.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
203
Reduced
213
Closed
55
Calls
$17.2M
Puts
$958K
Net Calls
+$16.2M
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Parsons Capital Management
Rhode Island
$324K
BFG
402
Barber Financial Group
Kansas
$323K +$321K +5,252 New
IRF
403
IBM Retirement Fund
New York
$317K -$56.8K -929 -15%
LFG
404
LifePlan Financial Group
Ohio
$317K
HPC
405
HM Payson & Co
Maine
$313K -$16K -262 -5%
NIT
406
NumerixS Investment Technologies
British Columbia, Canada
$309K -$12.2K -200 -4%
SW
407
SVB Wealth
Massachusetts
$309K
GP
408
Girard Partners
Pennsylvania
$308K
Nomura Holdings
409
Nomura Holdings
Japan
$305K +$303K +4,951 New
Jane Street
410
Jane Street
New York
$304K -$285K -4,665 -49%
PA
411
Parallel Advisors
California
$301K +$2.2K +36 +0.7%
Envestnet Asset Management
412
Envestnet Asset Management
Illinois
$300K -$317K -5,177 -51%
AWM
413
Altavista Wealth Management
North Carolina
$297K
AWM
414
AE Wealth Management
Kansas
$296K +$60K +980 +26%
AUB
415
Atlantic Union Bankshares
Virginia
$295K -$128K -2,099 -30%
WG
416
Winton Group
United Kingdom
$295K -$44.5K -728 -13%
WP
417
WealthSource Partners
California
$295K +$4.59K +75 +2%
WT
418
Washington Trust
Rhode Island
$293K -$2.39K -39 -0.8%
KIA
419
KCM Investment Advisors
California
$287K
CTC
420
Central Trust Company
Missouri
$284K -$30.6K -500 -10%
CSIC
421
Clifford Swan Investment Counsel
California
$283K +$2.81K +46 +1%
ISL
422
Ingalls & Snyder LLC
New York
$281K +$42.8K +700 +18%
FAB
423
First American Bank
Illinois
$279K +$278K +4,540 New
BSW
424
Buckingham Strategic Wealth
Missouri
$279K +$278K +4,543 New
GG
425
Gofen & Glossberg
Illinois
$277K

ES Hedge Fund Activity: Q3 2018 in Review

632 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2018, worth a combined $14.4B — up 4.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ES positions and 55 closed out — a net gain of 9 holders — while 203 added to existing stakes and 213 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 632 institutional investors held Eversource Energy (ES) as of Q3 2018, up from 628 in Q2 2018.
  • Funds reported $14.4B of Eversource Energy stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 64 funds opened new Eversource Energy positions in Q3 2018 and 55 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q3 2018 was Citadel Advisors, an estimated $139M added.
  • The largest Eversource Energy seller in Q3 2018 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2018.