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Eversource Energy

500 hedge funds and large institutions have $11.1B invested in Eversource Energy in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $26M | Put options by funds: $1.7M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 166

10% more capital invested

Capital invested by funds: $10.2B → $11.1B (+$966M)

3% more funds holding

Funds holding: 486500 (+14)

1.06% less ownership

Funds ownership: 70.96%69.9% (-1.1%)

Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
13.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
187
Reduced
166
Closed
36
Calls
$26M
Puts
$1.7M
Net Calls
+$24.3M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$87.6M -$24.4M -505,428 -23%
EAM
27
Edge Asset Management
Washington
$84.6M +$5.09M +105,738 +7%
GF
28
Gabelli Funds
New York
$77M -$1.45M -30,000 -2%
Ameriprise
29
Ameriprise
Minnesota
$73M +$219K +4,537 +0.3%
EIP
30
Energy Income Partners
Connecticut
$68.3M +$4.14K +86 +0%
EIP
31
Epoch Investment Partners
New York
$62.6M +$3.11M +64,497 +6%
Axa
32
Axa
France
$59.7M -$3.74M -77,530 -6%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$57M +$8.87M +184,210 +20%
CWAM
34
Columbia Wanger Asset Management
Illinois
$56.7M +$4M +83,000 +8%
TCIM
35
TIAA CREF Investment Management
New York
$56M -$11M -228,767 -17%
UBS AM
36
UBS AM
Illinois
$55.9M -$4.78M -99,304 -8%
UBS Group
37
UBS Group
Switzerland
$54.9M -$273M -5,675,056 -84%
BlackRock
38
BlackRock
New York
$52.9M +$4.23M +87,746 +9%
ClearBridge Investments
39
ClearBridge Investments
New York
$52.4M -$1.15M -23,849 -2%
WHRC
40
W.H. Reaves & Co
New Jersey
$50.6M +$11.3K +235 +0%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$49M -$1.05M -21,799 -2%
IG
42
ING Group
Netherlands
$47.8M -$115K -2,393 -0.3%
Morgan Stanley
43
Morgan Stanley
New York
$47M +$13.6M +281,561 +43%
MAM
44
Magellan Asset Management
Australia
$46.5M +$13.1M +272,709 +42%
ACI
45
AMP Capital Investors
Australia
$46.2M -$2.81M -58,350 -6%
AAMU
46
Amundi Asset Management US
Massachusetts
$45.8M +$11.6M +240,894 +36%
GC
47
Guggenheim Capital
Illinois
$45.3M -$9.66M -200,563 -18%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$44.7M +$1.17M +24,357 +3%
Renaissance Technologies
49
Renaissance Technologies
New York
$43.6M +$6.84M +142,000 +20%
Invesco
50
Invesco
Georgia
$42.6M -$2.38M -49,441 -6%

ES Hedge Fund Activity: Q3 2015 in Review

500 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2015, worth a combined $11.1B — up 9.5% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ES positions and 36 closed out — a net gain of 16 holders — while 187 added to existing stakes and 166 trimmed.

The largest buyer was Millennium Management, adding an estimated $194M. The largest seller was UBS Group, cutting an estimated $273M.

  • 500 institutional investors held Eversource Energy (ES) as of Q3 2015, up from 486 in Q2 2015.
  • Funds reported $11.1B of Eversource Energy stock for Q3 2015, up 9.5% quarter-over-quarter.
  • 52 funds opened new Eversource Energy positions in Q3 2015 and 36 closed out, a net change of +16 holders.
  • The largest Eversource Energy buyer in Q3 2015 was Millennium Management, an estimated $194M added.
  • The largest Eversource Energy seller in Q3 2015 was UBS Group, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2015.