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Eversource Energy

544 hedge funds and large institutions have $11.3B invested in Eversource Energy in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 168 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,004% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $1.09M

150% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 34

9% more funds holding

Funds holding: 500544 (+44)

2% more capital invested

Capital invested by funds: $11.1B → $11.3B (+$197M)

0.55% more ownership

Funds ownership: 69.9%70.45% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 187

Holders
544
Holders Change
+44
Holders Change %
+8.8%
% of All Funds
14.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
85
Increased
168
Reduced
187
Closed
34
Calls
$33.9M
Puts
$1.09M
Net Calls
+$32.8M
Net Calls Change
+$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
451
Guardian Life Insurance
New York
$77K -$17.8K -349 -19%
MCM
452
Manchester Capital Management
Vermont
$74K +$73.9K +1,452 New
PSC
453
Prentiss Smith & Co
Vermont
$72K
Simplex Trading
454
Simplex Trading
Illinois
$72K +$72K +1,416 New
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$71K
WT
456
Whittier Trust
California
$71K
FNBT
457
FineMark National Bank & Trust
Florida
$70K
RWG
458
Regal Wealth Group
California
$67K +$67.1K +1,319 New
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$5.19K +102 +9%
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K +$60.4K +1,188 New
RFA
461
Reilly Financial Advisors
California
$59K +$4.63K +91 +8%
MWM
462
MinichMacGregor Wealth Management
New York
$54K +$56.4K +1,109 New
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$52K -$14.5K -285 -22%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$52K
RPG
465
Risk Paradigm Group
Texas
$51.1K
MCM
466
MV Capital Management
Maryland
$51K
ST
467
Smithfield Trust
Pennsylvania
$51K
VCM
468
Vigilant Capital Management
Maine
$51K +$50.8K +999 New
MA
469
MUFG Americas
New York
$50K -$8.34K -164 -14%
DOA
470
D'Orazio & Associates
Virginia
$50K -$2.85K -56 -5%
ARMC
471
American Research & Management Company
Massachusetts
$49K -$7.94K -156 -14%
WAM
472
Wealthspire Advisors (Maryland)
Maryland
$48K +$47.8K +940 New
SNT
473
Security National Trust
West Virginia
$47K -$5.9K -116 -11%
S
474
SignatureFD
Georgia
$43K -$3.15K -62 -7%
OC
475
Oakworth Capital
Alabama
$43K

ES Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2015, worth a combined $11.3B — up 1.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ES positions and 34 closed out — a net gain of 51 holders — while 168 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 544 institutional investors held Eversource Energy (ES) as of Q4 2015, up from 500 in Q3 2015.
  • Funds reported $11.3B of Eversource Energy stock for Q4 2015, up 1.8% quarter-over-quarter.
  • 85 funds opened new Eversource Energy positions in Q4 2015 and 34 closed out, a net change of +51 holders.
  • The largest Eversource Energy buyer in Q4 2015 was Royal Bank of Canada, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2015 was Millennium Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2015.