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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$93M -$5.75M -94,655 -6%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$92.9M -$13.7M -224,952 -13%
Ameriprise
28
Ameriprise
Minnesota
$91.6M -$362K -5,966 -0.4%
APG Asset Management
29
APG Asset Management
Netherlands
$90.1M +$11.3M +185,700 +14%
Morgan Stanley
30
Morgan Stanley
New York
$87.3M -$6.32M -104,139 -7%
EIP
31
Energy Income Partners
Connecticut
$86.5M -$9.37M -154,369 -10%
AQR Capital Management
32
AQR Capital Management
Connecticut
$79.5M +$59.4M +978,035 +296%
WHRC
33
W.H. Reaves & Co
New Jersey
$79.1M +$21.8M +358,684 +38%
Goldman Sachs
34
Goldman Sachs
New York
$78.9M +$13.3M +219,279 +20%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$78.5M +$146K +2,400 +0.2%
First Trust Advisors
36
First Trust Advisors
Illinois
$78M +$6.76M +111,367 +9%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.7M -$790K -13,007 -1%
UBS AM
38
UBS AM
Illinois
$72.7M +$4.26M +70,147 +6%
Swiss National Bank
39
Swiss National Bank
Switzerland
$70.3M +$2.06M +33,900 +3%
GF
40
Gabelli Funds
New York
$68.7M -$1.88M -31,000 -3%
Bank of America
41
Bank of America
North Carolina
$66.8M -$4.42M -72,739 -6%
Charles Schwab
42
Charles Schwab
California
$63.7M +$2.16M +35,638 +4%
NIPH
43
NN Investment Partners Holdings
Netherlands
$63.3M +$30.7M +505,534 +94%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$58.9M +$1.16M +19,099 +2%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$58.5M -$46.5M -765,383 -44%
TCIM
46
TIAA CREF Investment Management
New York
$57.1M +$6.09M +100,334 +12%
Axa
47
Axa
France
$56.8M +$23.9M +393,802 +73%
PPA
48
Parametric Portfolio Associates
Washington
$56.5M +$19.4M +319,512 +52%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$54.7M +$821K +13,516 +2%
GC
50
Guggenheim Capital
Illinois
$54M -$4.07M -67,026 -7%

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.