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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
LOAME
426
Lombard Odier Asset Management (Europe)
United Kingdom
$250K
RIM
427
Rampart Investment Management
Connecticut
$249K +$196K +3,234 +370%
BSW
428
Buckingham Strategic Wealth
Missouri
$246K +$1.52K +25 +0.6%
TBA
429
Tower Bridge Advisors
Pennsylvania
$243K -$4.55K -75 -2%
VKH
430
Virtu KCG Holdings
New York
$238K -$1.2M -19,767 -83%
SW
431
SVB Wealth
Massachusetts
$236K
BMC
432
Beaton Management Company
Massachusetts
$236K +$236K +3,880 New
TMAM
433
Tokio Marine Asset Management
Japan
$230K -$53.4K -879 -19%
KA
434
Kovack Advisors
Florida
$230K +$230K +3,783 New
PI
435
PineBridge Investments
New York
$226K +$226K +3,725 New
AWCI
436
Alpine Woods Capital Investors
New York
$225K
QAM
437
Quantres Asset Management
Cayman Islands
$225K +$225K +3,700 New
SSB
438
Sandy Spring Bank
Maryland
$224K -$18.2K -300 -8%
AWM
439
AE Wealth Management
Kansas
$224K -$2.43K -40 -1%
EWM
440
Evercore Wealth Management
New York
$224K
BWM
441
BerganKDV Wealth Management
Minnesota
$219K -$12.1K -200 -5%
Bessemer Group
442
Bessemer Group
New Jersey
$218K +$121K +2,000 +125%
SCM
443
Sterling Capital Management
North Carolina
$214K -$15.2K -251 -7%
ODCM
444
Old Dominion Capital Management
Virginia
$214K +$214K +3,532 New
SCM
445
Shelton Capital Management
Colorado
$211K -$37.4K -616 -15%
Jacobs Levy Equity Management
446
Jacobs Levy Equity Management
New Jersey
$209K
NPPM
447
North Point Portfolio Managers
Ohio
$209K
DC
448
Davenport & Co
Virginia
$207K -$22.6K -372 -10%
WA
449
Waverly Advisors
Alabama
$206K -$2.43K -40 -1%
CFB
450
Cullen/Frost Bankers
Texas
$206K +$206K +3,400 New

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.