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Eversource Energy

544 hedge funds and large institutions have $11.3B invested in Eversource Energy in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 168 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,004% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $1.09M

150% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 34

9% more funds holding

Funds holding: 500544 (+44)

2% more capital invested

Capital invested by funds: $11.1B → $11.3B (+$197M)

0.55% more ownership

Funds ownership: 69.9%70.45% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 187

Holders
544
Holders Change
+44
Holders Change %
+8.8%
% of All Funds
14.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
85
Increased
168
Reduced
187
Closed
34
Calls
$33.9M
Puts
$1.09M
Net Calls
+$32.8M
Net Calls Change
+$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
476
Perkins Coie Trust Company
Washington
$43K
SF
477
Synovus Financial
Georgia
$43K +$43.2K +850 New
IP
478
Isthmus Partners
Wisconsin
$42K
VIA
479
Vantage Investment Advisors
Pennsylvania
$41K
WA
480
WFG Advisors
Texas
$40K -$3.1K -61 -7%
BAM
481
Bruderman Asset Management
New York
$40K
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$40K +$14.9K +292 +59%
WTB
483
Washington Trust Bank
Washington
$40K +$40K +787 New
AW
484
Alpha Windward
Massachusetts
$37K +$37.2K +731 New
VCM
485
Versant Capital Management
Arizona
$35K +$35.1K +689 New
CHC
486
City Holding Co
West Virginia
$33K -$4.78K -94 -13%
CA
487
CapWealth Advisors
Tennessee
$32K
AIA
488
Allegis Investment Advisors
Idaho
$31K +$31.2K +614 New
AP
489
Atwood & Palmer
Missouri
$27K
CCS
490
Crosspoint Capital Strategies
California
$27K +$25.4K +500 New
WP
491
WealthPLAN Partners
Nebraska
$26.9K +$131K +2,576 New
Schroder Investment Management Group
492
Schroder Investment Management Group
United Kingdom
$26K -$993K -19,509 -97%
AssetMark Inc
493
AssetMark Inc
California
$26K +$24.1K +474 +1,129%
CFA
494
CT Financial Advisors
Pennsylvania
$25.5K
MUS
495
Mitsubishi UFJ Securities
Japan
$23K +$6.61K +130 +39%
CWM
496
Catamount Wealth Management
Connecticut
$22K
DADC
497
D.A. Davidson & Co
Montana
$21K
BBHC
498
Brown Brothers Harriman & Co
New York
$20K
WTC
499
WhitTier Trust Company
Nevada
$20K
Twin Tree Management
500
Twin Tree Management
Texas
$20K +$20K +394 New

ES Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2015, worth a combined $11.3B — up 1.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ES positions and 34 closed out — a net gain of 51 holders — while 168 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 544 institutional investors held Eversource Energy (ES) as of Q4 2015, up from 500 in Q3 2015.
  • Funds reported $11.3B of Eversource Energy stock for Q4 2015, up 1.8% quarter-over-quarter.
  • 85 funds opened new Eversource Energy positions in Q4 2015 and 34 closed out, a net change of +51 holders.
  • The largest Eversource Energy buyer in Q4 2015 was Royal Bank of Canada, an estimated $101M added.
  • The largest Eversource Energy seller in Q4 2015 was Millennium Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2015.