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Eversource Energy

691 hedge funds and large institutions have $16.8B invested in Eversource Energy in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 247 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,378% more call options, than puts

Call options by funds: $50.2M | Put options by funds: $3.4M

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

11% more capital invested

Capital invested by funds: $15.2B → $16.8B (+$1.64B)

10% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 225

0.5% more ownership

Funds ownership: 74.33%74.83% (+0.5%)

0% more funds holding

Funds holding: 689691 (+2)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
691
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
14.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
76
Increased
247
Reduced
225
Closed
66
Calls
$50.2M
Puts
$3.4M
Net Calls
+$46.8M
Net Calls Change
+$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$125M -$14.9M -216,364 -11%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$125M -$8.73M -126,715 -7%
UBS AM
28
UBS AM
Illinois
$121M -$5.16M -74,990 -4%
Goldman Sachs
29
Goldman Sachs
New York
$112M +$8.04M +116,786 +8%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$109M +$69.3M +1,005,866 +190%
Bank of America
31
Bank of America
North Carolina
$108M -$4.6M -66,815 -4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$106M +$2.67M +38,700 +3%
Charles Schwab
33
Charles Schwab
California
$98M +$3.95M +57,420 +4%
Morgan Stanley
34
Morgan Stanley
New York
$92.8M -$41.2M -598,111 -31%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$91.9M +$4.32M +62,694 +5%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$90.4M +$2.88M +41,880 +3%
PPA
37
Parametric Portfolio Associates
Washington
$85.5M +$3.2M +46,447 +4%
EIP
38
Energy Income Partners
Connecticut
$80.5M +$7.08M +102,848 +10%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$80.1M -$3.02M -43,900 -4%
AQR Capital Management
40
AQR Capital Management
Connecticut
$78.3M +$13M +189,248 +21%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.3M -$1.97M -28,673 -3%
APG Asset Management
42
APG Asset Management
Netherlands
$75.6M -$3.12M -45,300 -4%
GF
43
Gabelli Funds
New York
$72.7M
Deutsche Bank
44
Deutsche Bank
Germany
$71.4M +$30.4M +441,951 +78%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$69.6M -$33.7M -489,706 -33%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$65.6M +$1.62M +23,459 +3%
BTW
47
Boston Trust Walden
Massachusetts
$64.8M +$2.98M +43,338 +5%
ClearBridge Investments
48
ClearBridge Investments
New York
$56.2M +$259K +3,762 +0.5%
UBS Group
49
UBS Group
Switzerland
$55.8M -$2.74M -39,795 -5%
WHRC
50
W.H. Reaves & Co
New Jersey
$50M -$23.8M -344,886 -33%

ES Hedge Fund Activity: Q1 2019 in Review

691 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2019, worth a combined $16.8B — up 11% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ES positions and 66 closed out — a net gain of 10 holders — while 247 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $209M. The largest seller was Citadel Advisors, cutting an estimated $90.3M.

  • 691 institutional investors held Eversource Energy (ES) as of Q1 2019, up from 689 in Q4 2018.
  • Funds reported $16.8B of Eversource Energy stock for Q1 2019, up 11% quarter-over-quarter.
  • 76 funds opened new Eversource Energy positions in Q1 2019 and 66 closed out, a net change of +10 holders.
  • The largest Eversource Energy buyer in Q1 2019 was Vanguard Group, an estimated $209M added.
  • The largest Eversource Energy seller in Q1 2019 was Citadel Advisors, an estimated $90.3M sold.

Based on aggregated 13F filings for Q1 2019.