Eversource Energy
481 hedge funds and large institutions have $9.52B invested in Eversource Energy in 2014 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 184 increasing their positions, 158 reducing their positions, and 30 closing their positions.
4,218% more call options, than puts
Call options by funds: $23.4M | Put options by funds: $541K
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
16% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 158
7% more capital invested
Capital invested by funds: $8.85B → $9.52B (+$663M)
3% more funds holding
Funds holding: 469 → 481 (+12)
0% more ownership
Funds ownership: 66.75% → 66.75% (+0%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$41.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$32.2M |
| 4 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
+$26.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$24.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$67.2M |
| 2 |
Millennium Management
New York
|
-$49.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.7M |
| 4 |
DCM
Decade Capital Management
New York
|
-$41M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$34.5M |
ES Hedge Fund Activity: Q1 2014 in Review
481 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2014, worth a combined $9.52B — up 7.5% from $8.85B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new ES positions and 30 closed out — a net gain of 16 holders — while 184 added to existing stakes and 158 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $41.3M. The largest seller was Brookfield Corp, exiting entirely with an estimated $67.2M sold.
- 481 institutional investors held Eversource Energy (ES) as of Q1 2014, up from 469 in Q4 2013.
- Funds reported $9.52B of Eversource Energy stock for Q1 2014, up 7.5% quarter-over-quarter.
- 46 funds opened new Eversource Energy positions in Q1 2014 and 30 closed out, a net change of +16 holders.
- The largest Eversource Energy buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $41.3M added.
- The largest Eversource Energy seller in Q1 2014 was Brookfield Corp, an estimated $67.2M sold.
Based on aggregated 13F filings for Q1 2014.