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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
451
Parkwood LLC
Ohio
$205K -$68.5K -1,128 -25%
WS
452
Wedbush Securities
California
$205K +$205K +3,370 New
CTC
453
Central Trust Company
Missouri
$204K -$35.8K -590 -15%
BP
454
Ballentine Partners
Massachusetts
$203K +$204K +3,352 New
CBA
455
Coastal Bridge Advisors
Connecticut
$202K +$203K +3,335 New
MFBTD
456
MB Financial Bank - Trust Department
Illinois
$201K -$9.84K -162 -5%
RJT
457
Raymond James Trust
Florida
$201K +$201K +3,307 New
WB
458
WesBanco Bank
West Virginia
$201K +$201K +3,310 New
Teacher Retirement System of Texas
459
Teacher Retirement System of Texas
Texas
$200K +$200K +3,299 New
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$199K +$76.8K +1,265 +63%
LNB
461
Ledyard National Bank
$193K
SC
462
SRB Corp
Massachusetts
$180K -$17.4K -287 -9%
EWM
463
Endurance Wealth Management
Rhode Island
$167K
IUHSA
464
Itau Unibanco Holding S.A.
Brazil
$166K +$149K +2,461 +895%
QCG
465
Quadrant Capital Group
Ohio
$157K -$16.6K -273 -9%
WB
466
Webster Bank
Connecticut
$153K
PCMM
467
Private Capital Management (Minnesota)
Minnesota
$152K -$30.4K -500 -17%
FPFS
468
First Personal Financial Services
North Carolina
$152K -$4.07K -67 -3%
WA
469
WFG Advisors
Texas
$149K +$83.8K +1,380 +128%
NFG
470
Next Financial Group
Texas
$147K +$92.3K +1,520 +169%
AAC
471
Asset Advisors Corp
Georgia
$146K
SNT
472
Security National Trust
West Virginia
$146K
BFEC
473
Benjamin F. Edwards & Company
Missouri
$142K -$51.7K -852 -27%
SLF
474
Sun Life Financial
Ontario, Canada
$140K +$140K +2,304 +23,040%
TIM
475
Tortoise Investment Management
New York
$135K -$7.59K -125 -5%

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.