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Eversource Energy
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Overview Fund Activity

511 hedge funds and large institutions have $11.9B invested in Eversource Energy in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+25
Holders Change %
+5.14%
% of All Funds
13.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
72
Increased
169
Reduced
177
Closed
39
Calls
$34.1M
Puts
$5.02M
Net Calls
+$29M
Net Calls Change
+$2.12M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$576M
2
Capital International Investors
2
Capital International Investors
California
$172M
3
Deutsche Bank
3
Deutsche Bank
Germany
$544M
4
BC
4
Brookfield Corp
Ontario, Canada
$92.9M
5
Norges Bank
5
Norges Bank
Norway
$233M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$128M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$639K
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$90.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$12.3M
5
EIP
5
Energy Income Partners
Connecticut
$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
451
WFG Advisors
Texas
$35K -$42.3K -783 -55%
RNS
452
Robert N. Shapiro
$35K +$425 +8 +1%
CBT
453
Central Bank & Trust
Kentucky
$32K – – –
EFSCE
454
Enterprise Financial Services Corp (EFSC)
Missouri
$31K – – –
NES
455
New England Securities
New York
$30K -$1.79K -34 -6%
VIA
456
Vantage Investment Advisors
Pennsylvania
$29K – – –
ATC
457
Adirondack Trust Company
New York
$28K – – –
RIA
458
Regal Investment Advisors
Michigan
$27K – – –
CFA
459
CT Financial Advisors
Pennsylvania
$26.8K +$26.8K +500 New
DADC
460
D.A. Davidson & Co
Montana
$26K +$3.34K +63 +15%
CWM
461
Catamount Wealth Management
Connecticut
$26K +$26K +478 New
TCM
462
Tradewinds Capital Management
Washington
$25K – – –
WTC
463
WhitTier Trust Company
Nevada
$21K – – –
HFM
464
Hartford Financial Management
Connecticut
$21K – – –
VFA
465
Virtus Fund Advisers
Connecticut
$20K – – –
Northwestern Mutual Wealth Management
466
Northwestern Mutual Wealth Management
Wisconsin
$19K -$50.5K -920 -73%
BAM
467
Barrett Asset Management
New York
$19K – – –
TWA
468
TCI Wealth Advisors
Arizona
$19K – – –
SNT
469
Security National Trust
West Virginia
$19K – – –
SF
470
Synovus Financial
Georgia
$19K +$19K +350 New
HRIA
471
Haberer Registered Investment Advisor
Ohio
$18K – – –
FANJ
472
Financial Architects (New Jersey)
New Jersey
$18K +$9.67K +181 +116%
PR
473
Payden & Rygel
California
$17K – – –
FFC
474
First Financial Corp
Indiana
$16K – – –
BAM
475
Brave Asset Management
New Jersey
$16K – – –
17 18
19
20 21