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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
LFG
426
LifePlan Financial Group
Ohio
$336K
GP
427
Girard Partners
Pennsylvania
$333K +$7.62K +117 +2%
HSA
428
HBK Sorce Advisory
Pennsylvania
$325K -$175K -2,683 -35%
SW
429
SVB Wealth
Massachusetts
$321K -$6.06K -93 -2%
PA
430
Parallel Advisors
California
$321K +$2.15K +33 +0.7%
Qube Research & Technologies (QRT)
431
Qube Research & Technologies (QRT)
United Kingdom
$318K -$153K -2,354 -33%
HWMG
432
Hurlow Wealth Management Group
Indiana
$318K +$309K +4,736 New
CFGS
433
Concourse Financial Group Securities
Alabama
$317K +$277K +4,251 +677%
CA
434
Claro Advisors
Massachusetts
$317K +$337K +5,166 New
MHIC
435
Marble Harbor Investment Counsel
Massachusetts
$316K -$58.6K -900 -16%
NIM
436
NuWave Investment Management
New Jersey
$316K +$315K +4,833 +28,429%
AWM
437
Altavista Wealth Management
North Carolina
$314K
WT
438
Washington Trust
Rhode Island
$310K
IRF
439
IBM Retirement Fund
New York
$309K -$26.8K -411 -8%
CCM
440
Cadence Capital Management
Massachusetts
$308K -$618K -9,478 -67%
HWM
441
Holloway Wealth Management
Florida
$307K
PIA
442
Piedmont Investment Advisors
North Carolina
$306K +$92.3K +1,417 +43%
SS
443
Simplicity Solutions
Minnesota
$305K +$305K +4,681 New
KIA
444
KCM Investment Advisors
California
$304K
CTC
445
Central Trust Company
Missouri
$304K +$4.11K +63 +1%
BSW
446
Buckingham Strategic Wealth
Missouri
$301K +$5.6K +86 +2%
AI
447
Atria Investments
North Carolina
$298K -$60.8K -933 -17%
APA
448
American Portfolios Advisors
New York
$297K +$4.3K +66 +1%
CSIC
449
Clifford Swan Investment Counsel
California
$296K -$3K -46 -1%
FAB
450
First American Bank
Illinois
$295K

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.