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Eversource Energy
ES

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3% → 72.08% (+0.78%)

0% less funds holding

Funds holding: 586 → 584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.3M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$88.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.6M
3
Norges Bank
Norges Bank
Norway
-$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
451
Ledyard National Bank
$186K +$15K +263 +9%
PCM
452
Prelude Capital Management
New York
$176K -$318K -5,600 -65%
PCMM
453
Private Capital Management (Minnesota)
Minnesota
$176K -$68.2K -1,200 -29%
CG
454
Cutler Group
California
$171K +$166K +2,919 New
QCG
455
Quadrant Capital Group
Ohio
$170K +$8.13K +143 +5%
EWM
456
Endurance Wealth Management
Rhode Island
$162K – – –
VanEck Associates
457
VanEck Associates
New York
$161K +$23.8K +418 +18%
CLOS
458
Compagnie Lombard Odier SCmA
Switzerland
$160K +$155K +2,723 New
FPFS
459
First Personal Financial Services
North Carolina
$151K +$93.9K +1,651 +180%
WB
460
Webster Bank
Connecticut
$148K – – –
AAC
461
Asset Advisors Corp
Georgia
$141K – – –
SNT
462
Security National Trust
West Virginia
$141K – – –
SPIA
463
Steward Partners Investment Advisory
New York
$141K +$9.84K +173 +8%
TIM
464
Tortoise Investment Management
New York
$138K -$2.73K -48 -2%
First Manhattan
465
First Manhattan
New York
$136K -$17.1K -300 -11%
YWP
466
YorkBridge Wealth Partners
New York
$131K -$2.39K -42 -2%
SFG
467
SevenBridge Financial Group
Pennsylvania
$129K – – –
ST
468
Smithfield Trust
Pennsylvania
$128K – – –
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$124K – – –
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$119K +$22.7K +400 +25%
Acadian Asset Management
471
Acadian Asset Management
Massachusetts
$118K – – –
AA
472
Apriem Advisors
California
$118K – – –
GWM
473
Geneos Wealth Management
Colorado
$112K -$5.29K -93 -5%
ASN
474
Advisory Services Network
Georgia
$112K +$109K +1,911 New
ARMT
475
Amica Retiree Medical Trust
Rhode Island
$110K – – –
17 18
19
20 21

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.