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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
476
YorkBridge Wealth Partners
New York
$134K
ST
477
Smithfield Trust
Pennsylvania
$132K
OIA
478
OneDigital Investment Advisors
Kansas
$127K +$127K +2,085 New
PFGIA
479
Patriot Financial Group Insurance Agency
Massachusetts
$125K
Acadian Asset Management
480
Acadian Asset Management
Massachusetts
$122K
ASN
481
Advisory Services Network
Georgia
$118K +$1.94K +32 +2%
GWM
482
Geneos Wealth Management
Colorado
$116K +$304 +5 +0.3%
SFG
483
SevenBridge Financial Group
Pennsylvania
$115K -$17.3K -285 -13%
ARMT
484
Amica Retiree Medical Trust
Rhode Island
$114K
FIM
485
Foresters Investment Management
New York
$114K +$115K +1,886 New
BC
486
Brookfield Corp
Ontario, Canada
$110K
FWM
487
Focused Wealth Management
New York
$108K -$4.25K -70 -4%
PMFA
488
Plante Moran Financial Advisors
Michigan
$107K
OC
489
Oakworth Capital
Alabama
$105K
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$93.9K +$93.9K +1,546 New
WTB
491
Washington Trust Bank
Washington
$93K +$1.15K +19 +1%
CT
492
Clearstead Trust
Maine
$91K +$91.1K +1,500 New
MCM
493
Manchester Capital Management
Vermont
$89K
First Manhattan
494
First Manhattan
New York
$87K -$53.5K -881 -38%
WEC
495
Winslow Evans & Crocker
Massachusetts
$86.7K +$304 +5 +0.4%
CCM
496
Cribstone Capital Management
Maine
$86K
CFG
497
Citizens Financial Group
Rhode Island
$85K -$4.01K -66 -5%
RWG
498
Regal Wealth Group
California
$84K +$668 +11 +0.8%
JCM
499
Jacobi Capital Management
Pennsylvania
$82K
TC
500
Trust Company
Kansas
$76K

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.