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Eversource Energy

486 hedge funds and large institutions have $9.48B invested in Eversource Energy in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 171 increasing their positions, 183 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $4.39M

0.09% more ownership

Funds ownership: 68.05%68.14% (+0.09%)

7% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 183

2% less funds holding

Funds holding: 496486 (-10)

7% less capital invested

Capital invested by funds: $10.2B → $9.48B (-$667M)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
486
Holders Change
-10
Holders Change %
-2.02%
% of All Funds
14.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
28
Increased
171
Reduced
183
Closed
33
Calls
$31.3M
Puts
$4.39M
Net Calls
+$26.9M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
451
WhitTier Trust Company
Nevada
$17K
VFA
452
Virtus Fund Advisers
Connecticut
$16K -$126K -2,799 -88%
BAM
453
Barrett Asset Management
New York
$16K
TWA
454
TCI Wealth Advisors
Arizona
$16K
HRIA
455
Haberer Registered Investment Advisor
Ohio
$15K
SNT
456
Security National Trust
West Virginia
$15K
PR
457
Payden & Rygel
California
$14K
BAM
458
Brave Asset Management
New Jersey
$13K
DAM
459
Delta Asset Management
Tennessee
$13K
FFC
460
First Financial Corp
Indiana
$13K
TSW
461
Thompson Siegel & Walmsley
Virginia
$13K +$13.5K +300 New
HR
462
Howe & Rusling
New York
$12K +$4.95K +110 +71%
RAM
463
Riggs Asset Management
Pennsylvania
$12K +$11.8K +262 New
OCM
464
One Capital Management
California
$10K +$10.3K +230 New
PFSC
465
Peoples Financial Services Corp
Pennsylvania
$9K -$3.37K -75 -27%
AF
466
Arrow Financial
New York
$9K
DSC
467
Duncker Streett & Co
Missouri
$9K
WT
468
Whittier Trust
California
$9K
CFA
469
Carroll Financial Associates
North Carolina
$8K
WTB
470
Washington Trust Bank
Washington
$7K -$9.13K -203 -56%
FANJ
471
Financial Architects (New Jersey)
New Jersey
$7K -$5.8K -129 -45%
EWM
472
Edge Wealth Management
New York
$7K
SA
473
SRH Advisors
Kansas
$7K
BBHC
474
Brown Brothers Harriman & Co
New York
$6K
TRCT
475
Tower Research Capital (TRC)
New York
$6K +$5.67K +126 New

ES Hedge Fund Activity: Q3 2014 in Review

486 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2014, worth a combined $9.48B — down 6.6% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ES and 28 opened new positions — a net loss of 5 holders — while 183 trimmed existing stakes and 171 added.

The largest buyer was Deutsche Bank, adding an estimated $282M. The largest seller was Norges Bank, cutting an estimated $121M.

  • 486 institutional investors held Eversource Energy (ES) as of Q3 2014, down from 496 in Q2 2014.
  • Funds reported $9.48B of Eversource Energy stock for Q3 2014, down 6.6% quarter-over-quarter.
  • 28 funds opened new Eversource Energy positions in Q3 2014 and 33 closed out, a net change of -5 holders.
  • The largest Eversource Energy buyer in Q3 2014 was Deutsche Bank, an estimated $282M added.
  • The largest Eversource Energy seller in Q3 2014 was Norges Bank, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2014.