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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$98.6M +$10.7M +169,529 +12%
Swiss National Bank
27
Swiss National Bank
Switzerland
$98.4M +$24.7M +390,600 +33%
EIP
28
Epoch Investment Partners
New York
$94.9M -$3.83M -60,654 -4%
Goldman Sachs
29
Goldman Sachs
New York
$92.2M +$11.2M +176,656 +14%
Ameriprise
30
Ameriprise
Minnesota
$90.3M -$4.86M -76,910 -5%
UBS AM
31
UBS AM
Illinois
$86M +$6.66M +105,369 +8%
Deutsche Bank
32
Deutsche Bank
Germany
$80.6M -$87.7M -1,387,174 -52%
WHRC
33
W.H. Reaves & Co
New Jersey
$78.7M +$3.61M +57,164 +5%
EIP
34
Energy Income Partners
Connecticut
$75.4M +$2.88M +45,509 +4%
Barclays
35
Barclays
United Kingdom
$75.2M +$36.1M +571,334 +92%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.9M -$2.55M -40,335 -3%
Charles Schwab
37
Charles Schwab
California
$72.1M +$4.1M +64,919 +6%
Bank of America
38
Bank of America
North Carolina
$68.4M -$5.44M -85,972 -7%
GF
39
Gabelli Funds
New York
$66.9M -$4.66M -73,708 -7%
PPA
40
Parametric Portfolio Associates
Washington
$66.5M +$5.04M +79,662 +8%
AQR Capital Management
41
AQR Capital Management
Connecticut
$66.2M -$7.55M -119,476 -10%
NIPH
42
NN Investment Partners Holdings
Netherlands
$65.4M -$2.29M -36,229 -3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$63.2M +$689K +10,900 +1%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$60.8M +$3.24M +51,256 +6%
Axa
45
Axa
France
$60.8M +$18M +285,346 +42%
APG Asset Management
46
APG Asset Management
Netherlands
$59.9M -$89.7M -1,418,200 -55%
UBS Group
47
UBS Group
Switzerland
$56.8M -$2.25M -35,659 -4%
ClearBridge Investments
48
ClearBridge Investments
New York
$56M -$118K -1,859 -0.2%
First Trust Advisors
49
First Trust Advisors
Illinois
$54M -$29.6M -468,939 -35%
ACI
50
AMP Capital Investors
Australia
$53.3M -$3.73M -58,998 -7%

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.