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Eversource Energy

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3%72.08% (+0.78%)

0% less funds holding

Funds holding: 586584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
26
Energy Income Partners
Connecticut
$92.8M -$13.7M -240,978 -13%
Morgan Stanley
27
Morgan Stanley
New York
$90.7M +$20.5M +359,834 +30%
Ameriprise
28
Ameriprise
Minnesota
$89M -$1.04M -18,287 -1%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$84.3M +$1.57M +27,642 +2%
MAM
30
Magellan Asset Management
Australia
$82M -$16.7M -294,461 -17%
EIP
31
Epoch Investment Partners
New York
$79.6M +$15.9M +280,377 +26%
APG Asset Management
32
APG Asset Management
Netherlands
$76.3M +$17.1M +300,719 +30%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$75.9M -$3.3M -58,000 -4%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.1M +$4.01M +70,585 +6%
First Trust Advisors
35
First Trust Advisors
Illinois
$69M -$305K -5,356 -0.5%
Bank of America
36
Bank of America
North Carolina
$68.9M -$9.36M -164,588 -12%
GF
37
Gabelli Funds
New York
$68.4M -$284K -5,000 -0.4%
UBS AM
38
UBS AM
Illinois
$66.3M +$9.38M +165,069 +17%
Swiss National Bank
39
Swiss National Bank
Switzerland
$66.1M +$13.7M +240,400 +27%
Goldman Sachs
40
Goldman Sachs
New York
$63.5M +$11.7M +206,318 +24%
Charles Schwab
41
Charles Schwab
California
$59.6M +$4.03M +70,888 +8%
GC
42
Guggenheim Capital
Illinois
$56.3M +$2.82M +49,651 +5%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$55.9M +$2.02M +35,501 +4%
WHRC
44
W.H. Reaves & Co
New Jersey
$55.5M +$5.25M +92,302 +11%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$52.2M -$561K -9,872 -1%
ClearBridge Investments
46
ClearBridge Investments
New York
$51.2M -$30.8M -541,144 -38%
UBS Group
47
UBS Group
Switzerland
$50.2M -$3.79M -66,683 -7%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$50.1M +$5.97M +105,088 +14%
TCIM
49
TIAA CREF Investment Management
New York
$49.4M -$5.01M -88,112 -9%
AAMU
50
Amundi Asset Management US
Massachusetts
$49M -$2.17M -38,232 -4%

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.