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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$115M +$1.75M +26,831 +2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$115M +$33.6M +515,184 +41%
DPIM
28
Duff & Phelps Investment Management
Illinois
$112M
Bank of America
29
Bank of America
North Carolina
$104M +$18M +275,569 +21%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$95.7M -$10.9M -166,564 -10%
Goldman Sachs
31
Goldman Sachs
New York
$95.4M +$13.8M +211,735 +17%
Swiss National Bank
32
Swiss National Bank
Switzerland
$94.5M +$658K +10,100 +0.7%
Citadel Advisors
33
Citadel Advisors
Florida
$93M -$68.4M -1,049,829 -42%
Charles Schwab
34
Charles Schwab
California
$86.1M +$2.94M +45,164 +4%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$80.2M +$36.4M +558,008 +83%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$79.7M +$15.2M +232,896 +23%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$76.2M +$2.04M +31,300 +3%
PPA
38
Parametric Portfolio Associates
Washington
$75.3M +$362K +5,549 +0.5%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.8M -$3.69M -56,591 -5%
APG Asset Management
40
APG Asset Management
Netherlands
$70.6M +$12.2M +187,100 +18%
WHRC
41
W.H. Reaves & Co
New Jersey
$68.3M -$12.8M -196,471 -16%
EIP
42
Energy Income Partners
Connecticut
$67.1M +$13.1M +201,585 +24%
GF
43
Gabelli Funds
New York
$66.7M -$782K -12,000 -1%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$63.6M -$76.2M -1,169,200 -54%
AQR Capital Management
45
AQR Capital Management
Connecticut
$59.5M +$4.44M +68,201 +8%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$58.6M +$6.09M +93,471 +12%
BTW
47
Boston Trust Walden
Massachusetts
$56.5M +$1.55M +23,834 +3%
Prudential Financial
48
Prudential Financial
New Jersey
$56.2M -$2.21M -33,920 -4%
UBS Group
49
UBS Group
Switzerland
$53.8M -$2.39M -36,694 -4%
First Trust Advisors
50
First Trust Advisors
Illinois
$51.8M -$3M -46,094 -5%

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.