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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
476
Haverford Trust Company
Pennsylvania
$212K -$159K -2,518 -43%
KC
477
KHP Capital
Oklahoma
$212K +$212K +3,352 New
PT
478
Plimoth Trust
Massachusetts
$212K +$213K +3,370 New
WS
479
Wedbush Securities
California
$211K -$2.28K -36 -1%
CBA
480
Coastal Bridge Advisors
Connecticut
$211K
MFBTD
481
MB Financial Bank - Trust Department
Illinois
$209K
CAG
482
Csenge Advisory Group
Florida
$209K +$210K +3,314 New
AFG
483
Albion Financial Group
Utah
$208K +$208K +3,292 New
WC
484
Woodstock Corp
Massachusetts
$206K +$206K +3,262 New
SNBOSCI
485
Security National Bank of Sioux City Iowa
Iowa
$205K -$26.6K -420 -11%
WB
486
WesBanco Bank
West Virginia
$203K -$6.45K -102 -3%
CB
487
Chemical Bank
Michigan
$203K +$203K +3,214 New
CTC
488
Central Trust Company
Missouri
$202K
MA
489
Mutual Advisors
Nebraska
$200K +$200K +3,167 New
SC
490
SRB Corp
Massachusetts
$190K +$11K +174 +6%
ASN
491
Advisory Services Network
Georgia
$189K +$29.3K +464 +18%
MSA
492
Marino Stram & Associates
Massachusetts
$185K +$185K +2,929 New
APA
493
American Portfolios Advisors
New York
$182K +$182K +2,876 New
EWM
494
Endurance Wealth Management
Rhode Island
$174K
II
495
Inspire Investing
Idaho
$173K +$174K +2,745 New
QCG
496
Quadrant Capital Group
Ohio
$162K -$6.51K -103 -4%
WB
497
Webster Bank
Connecticut
$159K -$1.07K -17 -0.7%
AAC
498
Asset Advisors Corp
Georgia
$152K
SNT
499
Security National Trust
West Virginia
$152K
GWM
500
Geneos Wealth Management
Colorado
$151K -$84.9K -1,343 -36%

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.