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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
451
Luminus Management
Texas
$255K +$255K +4,034 New
KF
452
Krilogy Financial
Missouri
$253K
LC
453
Lourd Capital
California
$251K +$251K +3,978 New
BMC
454
Beaton Management Company
Massachusetts
$245K
RIM
455
Rampart Investment Management
Connecticut
$244K -$31.4K -497 -11%
KWM
456
Kingsview Wealth Management
Oregon
$240K +$241K +3,805 New
KA
457
Kovack Advisors
Florida
$239K
TBA
458
Tower Bridge Advisors
Pennsylvania
$236K
BFM
459
Boothbay Fund Management
New York
$236K +$6.89K +109 +3%
CIA
460
ClearBridge Investments (Australia)
Australia
$235K +$14.7K +232 +7%
AWCI
461
Alpine Woods Capital Investors
New York
$234K
EWM
462
Evercore Wealth Management
New York
$233K
SSB
463
Sandy Spring Bank
Maryland
$233K
BWM
464
BerganKDV Wealth Management
Minnesota
$228K +$316 +5 +0.1%
BAM
465
Berkshire Asset Management
Pennsylvania
$227K +$227K +3,594 New
SCM
466
Sterling Capital Management
North Carolina
$223K
CFB
467
Cullen/Frost Bankers
Texas
$221K +$4.62K +73 +2%
LNB
468
Ledyard National Bank
$220K +$1.83K +29 +0.8%
SCM
469
Shelton Capital Management
Colorado
$219K
Jacobs Levy Equity Management
470
Jacobs Levy Equity Management
New Jersey
$218K
MWM
471
Mission Wealth Management
California
$218K +$6.13K +97 +3%
NPPM
472
North Point Portfolio Managers
Ohio
$217K
WA
473
Waverly Advisors
Alabama
$215K
PRS
474
Pinkerton Retirement Specialists
Idaho
$215K +$215K +3,402 New
PM
475
Parametrica Management
Hong Kong
$213K -$199K -3,151 -48%

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.