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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
401
Boston Financial Management
Massachusetts
$373K
PIA
402
Pinion Investment Advisors
Kansas
$370K -$79.5K -1,220 -18%
RCM
403
RNC Capital Management
California
$370K
NWP
404
Northstar Wealth Partners
Connecticut
$368K -$38.1K -585 -9%
BOS
405
Bank of Stockton
California
$367K +$368K +5,654 New
SXL
406
Summit X LLC
Missouri
$363K -$165K -2,530 -31%
MPPLM
407
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$363K +$1.5K +23 +0.4%
Cetera Investment Advisers
408
Cetera Investment Advisers
Illinois
$359K +$85.9K +1,319 +31%
IA
409
IFG Advisory
Georgia
$356K -$2.08K -32 -0.6%
OAMU
410
Ostrum Asset Management US
New York
$356K +$357K +5,472 New
FRM
411
Fox Run Management
Connecticut
$356K +$357K +5,476 New
IA
412
IFP Advisors
Florida
$355K -$95.4K -1,464 -21%
CC
413
ClearArc Capital
Ohio
$354K -$179K -2,747 -34%
UCFA
414
United Capital Financial Advisors
Texas
$354K +$70.2K +1,077 +24%
MCM
415
MAI Capital Management
Ohio
$352K +$65.5K +1,006 +23%
DA
416
Denali Advisors
California
$351K -$124K -1,900 -26%
RMC
417
Resources Management Corp
Connecticut
$350K -$54.1K -831 -13%
DTL
418
Dynamic Technology Lab
Singapore
$350K +$351K +5,382 New
MCM
419
Murphy Capital Management
New Jersey
$344K -$8.54K -131 -2%
BAS
420
Brown Advisory Securities
Maryland
$344K -$65 -1 -0%
DIM
421
DC Investments Management
Virginia
$344K +$344K +5,282 New
HNB
422
Huntington National Bank
Ohio
$343K -$30.4K -467 -8%
PCM
423
Parsons Capital Management
Rhode Island
$343K
Federated Hermes
424
Federated Hermes
Pennsylvania
$342K -$25.6K -393 -7%
BFG
425
Barber Financial Group
Kansas
$342K

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.