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Eversource Energy
ES

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3% → 72.08% (+0.78%)

0% less funds holding

Funds holding: 586 → 584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.3M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$88.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.6M
3
Norges Bank
Norges Bank
Norway
-$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAME
426
Lombard Odier Asset Management (Europe)
United Kingdom
$242K -$16.6K -292 -7%
SCM
427
Shelton Capital Management
Colorado
$240K -$72K -1,266 -24%
TBA
428
Tower Bridge Advisors
Pennsylvania
$240K +$4.26K +75 +2%
BSW
429
Buckingham Strategic Wealth
Missouri
$236K -$4.21K -74 -2%
Allianz Asset Management
430
Allianz Asset Management
Germany
$235K +$4.66K +82 +2%
SSB
431
Sandy Spring Bank
Maryland
$234K -$31.1K -547 -12%
CTC
432
Central Trust Company
Missouri
$231K – – –
SW
433
SVB Wealth
Massachusetts
$229K +$221K +3,889 New
BWM
434
BerganKDV Wealth Management
Minnesota
$224K +$8.81K +155 +4%
SCM
435
Sterling Capital Management
North Carolina
$222K +$7.73K +136 +4%
EGM
436
Engineers Gate Manager
New York
$222K +$214K +3,771 New
AWM
437
AE Wealth Management
Kansas
$219K +$212K +3,730 New
AWCI
438
Alpine Woods Capital Investors
New York
$218K – – –
EWM
439
Evercore Wealth Management
New York
$216K -$1.42K -25 -0.7%
LBC
440
Lawrence B. Cohen
$215K – – –
DJSG
441
D.J. St. Germain
Massachusetts
$213K +$206K +3,630 New
UB
442
UMB Bank
Missouri
$209K +$202K +3,554 New
DC
443
Davenport & Co
Virginia
$209K -$16.3K -286 -7%
MFBTD
444
MB Financial Bank - Trust Department
Illinois
$204K +$9.21K +162 +5%
CCA
445
Checchi Capital Advisers
California
$204K +$198K +3,479 New
Jacobs Levy Equity Management
446
Jacobs Levy Equity Management
New Jersey
$203K +$196K +3,450 New
WA
447
Waverly Advisors
Alabama
$202K +$195K +3,436 New
NPPM
448
North Point Portfolio Managers
Ohio
$202K +$196K +3,440 New
SC
449
SRB Corp
Massachusetts
$191K – – –
BFEC
450
Benjamin F. Edwards & Company
Missouri
$188K +$227 +4 +0.1%
16 17
18
19 20

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.