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Eversource Energy

632 hedge funds and large institutions have $14.4B invested in Eversource Energy in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,691% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $958K

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$590M)

1% more funds holding

Funds holding: 628632 (+4)

0.15% more ownership

Funds ownership: 74.31%74.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 213

Holders
632
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
14.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
203
Reduced
213
Closed
55
Calls
$17.2M
Puts
$958K
Net Calls
+$16.2M
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$101M +$1.43M +23,390 +1%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$101M -$32.5M -530,587 -24%
Deutsche Bank
28
Deutsche Bank
Germany
$92.6M +$19.2M +313,797 +26%
Swiss National Bank
29
Swiss National Bank
Switzerland
$88.6M -$3.06M -50,000 -3%
Morgan Stanley
30
Morgan Stanley
New York
$86.5M -$8.02M -131,012 -9%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$85.1M -$3.37M -55,026 -4%
Bank of America
32
Bank of America
North Carolina
$80.9M +$2.2M +36,008 +3%
Charles Schwab
33
Charles Schwab
California
$78.5M +$3.92M +64,086 +5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$77.3M +$17.4M +284,684 +29%
Goldman Sachs
35
Goldman Sachs
New York
$77.1M -$20M -327,593 -21%
WHRC
36
W.H. Reaves & Co
New Jersey
$76.6M +$356K +5,823 +0.5%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.3M -$514K -8,403 -0.7%
PPA
38
Parametric Portfolio Associates
Washington
$70.8M +$2.71M +44,304 +4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$70.1M +$312K +5,100 +0.4%
GF
40
Gabelli Funds
New York
$63.7M -$61.2K -1,000 -0.1%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$61.4M +$489K +7,997 +0.8%
APG Asset Management
42
APG Asset Management
Netherlands
$55.8M +$91.8K +1,500 +0.1%
Prudential Financial
43
Prudential Financial
New Jersey
$55.2M +$13M +212,788 +31%
UBS Group
44
UBS Group
Switzerland
$53M +$1.66M +27,072 +3%
AQR Capital Management
45
AQR Capital Management
Connecticut
$52M +$12.7M +208,129 +33%
BTW
46
Boston Trust Walden
Massachusetts
$52M +$1.92M +31,350 +4%
First Trust Advisors
47
First Trust Advisors
Illinois
$51.8M +$5.21M +85,130 +11%
EIP
48
Energy Income Partners
Connecticut
$51M +$15.1M +247,049 +42%
ClearBridge Investments
49
ClearBridge Investments
New York
$50.2M -$2.06M -33,668 -4%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$49.6M +$1.22M +19,856 +3%

ES Hedge Fund Activity: Q3 2018 in Review

632 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2018, worth a combined $14.4B — up 4.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ES positions and 55 closed out — a net gain of 9 holders — while 203 added to existing stakes and 213 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 632 institutional investors held Eversource Energy (ES) as of Q3 2018, up from 628 in Q2 2018.
  • Funds reported $14.4B of Eversource Energy stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 64 funds opened new Eversource Energy positions in Q3 2018 and 55 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q3 2018 was Citadel Advisors, an estimated $139M added.
  • The largest Eversource Energy seller in Q3 2018 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2018.