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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
451
Gofen & Glossberg
Illinois
$294K
AWM
452
AE Wealth Management
Kansas
$291K -$22.2K -340 -7%
HAG
453
HighPoint Advisor Group
Illinois
$287K -$6.52K -100 -2%
ISL
454
Ingalls & Snyder LLC
New York
$286K -$11.4K -175 -4%
BBHC
455
Brown Brothers Harriman & Co
New York
$285K +$235K +3,600 +462%
FHA
456
Flagship Harbor Advisors
Massachusetts
$284K +$16.6K +254 +6%
PIM
457
Provident Investment Management
Michigan
$284K +$284K +4,362 New
BWCS
458
Beirne Wealth Consulting Services
Connecticut
$283K +$283K +4,350 New
WPC
459
Waters Parkerson & Co
Louisiana
$281K
MIC
460
Means Investment Company
Maine
$278K +$278K +4,268 New
KF
461
Krilogy Financial
Missouri
$275K +$15.3K +235 +6%
FQ
462
First Quadrant
California
$273K
GWI
463
Grace & White Inc
New York
$273K
IAA
464
Independent Advisor Alliance
North Carolina
$271K +$272K +4,173 New
BMC
465
Beaton Management Company
Massachusetts
$269K
SFS
466
Sowell Financial Services
Arkansas
$265K +$37.4K +574 +16%
TBA
467
Tower Bridge Advisors
Pennsylvania
$260K +$32.6K +500 +14%
EM
468
ELCO Management
New York
$260K
SBH
469
Segall Bryant & Hamill
Illinois
$257K +$1.76K +27 +0.7%
Los Angeles Capital Management
470
Los Angeles Capital Management
California
$254K +$255K +3,912 New
BFA
471
Beaumont Financial Advisors
Massachusetts
$253K -$8.54K -131 -3%
FBT
472
First Bankers Trust
Kentucky
$252K +$252K +3,872 New
BPWA
473
Beacon Pointe Wealth Advisors
California
$252K +$252K +3,875 New
BCM
474
Becker Capital Management
Oregon
$250K -$34.5K -530 -12%
Simplex Trading
475
Simplex Trading
Illinois
$250K +$251K +3,848 New

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.