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Eversource Energy

632 hedge funds and large institutions have $14.4B invested in Eversource Energy in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,691% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $958K

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$590M)

1% more funds holding

Funds holding: 628632 (+4)

0.15% more ownership

Funds ownership: 74.31%74.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 213

Holders
632
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
14.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
203
Reduced
213
Closed
55
Calls
$17.2M
Puts
$958K
Net Calls
+$16.2M
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
451
Sandy Spring Bank
Maryland
$220K +$5.94K +97 +3%
ABTD
452
Arvest Bank Trust Division
Oklahoma
$220K +$219K +3,573 New
LC
453
Lourd Capital
California
$219K +$218K +3,557 New
RIM
454
Rampart Investment Management
Connecticut
$217K +$357K +5,840 +181%
TBA
455
Tower Bridge Advisors
Pennsylvania
$215K
SFS
456
Sowell Financial Services
Arkansas
$215K +$215K +3,507 New
LOAME
457
Lombard Odier Asset Management (Europe)
United Kingdom
$213K
SCM
458
Shelton Capital Management
Colorado
$213K
VFA
459
Voya Financial Advisors
Connecticut
$210K +$213K +3,475 New
PRS
460
Pinkerton Retirement Specialists
Idaho
$209K
TCOV
461
Trust Company of Vermont
Vermont
$207K -$20.2K -330 -9%
CCA
462
Checchi Capital Advisers
California
$207K +$206K +3,368 New
NPPM
463
North Point Portfolio Managers
Ohio
$205K +$204K +3,330 New
CBA
464
Coastal Bridge Advisors
Connecticut
$205K +$204K +3,335 New
LNB
465
Ledyard National Bank
$204K
MFBTD
466
MB Financial Bank - Trust Department
Illinois
$203K
PIA
467
Piedmont Investment Advisors
North Carolina
$202K -$25.6K -418 -11%
AFG
468
Albion Financial Group
Utah
$202K +$201K +3,292 New
MSA
469
Marino Stram & Associates
Massachusetts
$184K +$1.41K +23 +0.8%
BWM
470
BerganKDV Wealth Management
Minnesota
$183K +$122 +2 +0.1%
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$99K +1,618 +128%
LS
472
Livforsakringsbolaget Skandia
Sweden
$175K -$122K -2,000 -41%
SF
473
Synovus Financial
Georgia
$174K +$10.5K +172 +6%
QCG
474
Quadrant Capital Group
Ohio
$154K
WB
475
Webster Bank
Connecticut
$152K +$2.81K +46 +2%

ES Hedge Fund Activity: Q3 2018 in Review

632 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2018, worth a combined $14.4B — up 4.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ES positions and 55 closed out — a net gain of 9 holders — while 203 added to existing stakes and 213 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 632 institutional investors held Eversource Energy (ES) as of Q3 2018, up from 628 in Q2 2018.
  • Funds reported $14.4B of Eversource Energy stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 64 funds opened new Eversource Energy positions in Q3 2018 and 55 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q3 2018 was Citadel Advisors, an estimated $139M added.
  • The largest Eversource Energy seller in Q3 2018 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2018.