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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
N
501
Nuveen
North Carolina
$18.1K -$918K -18,038 -5%
BAM
502
Barrett Asset Management
New York
$18K
MSFP
503
Mark Sheptoff Financial Planning
Connecticut
$17K
CHP
504
Cable Hill Partners
Oregon
$15K -$45.6K -897 -77%
HFM
505
Hartford Financial Management
Connecticut
$15K -$5.09K -100 -25%
CB
506
Community Bank
New York
$15K
DAM
507
Delta Asset Management
Tennessee
$15K
KT
508
Kanaly Trust
Texas
$14K -$30.8K -606 -70%
PSI
509
Pinnacle Summer Investments
Virginia
$14K +$254 +5 +2%
RAM
510
Riggs Asset Management
Pennsylvania
$13K
ZB
511
Zions Bancorporation
Utah
$13K +$7.43K +146 +128%
CFA
512
Carroll Financial Associates
North Carolina
$11K -$2.39K -47 -17%
DSC
513
Duncker Streett & Co
Missouri
$10K
VNA
514
Valley National Advisers
Pennsylvania
$9K
HR
515
Howe & Rusling
New York
$9K +$2.09K +41 +32%
SEC
516
Seven Eight Capital
New York
$8K -$209K -4,100 -96%
SA
517
SRH Advisors
Kansas
$8K
PCP
518
Proficio Capital Partners
Massachusetts
$8K +$8.24K +162 New
MFW
519
Mosaic Family Wealth
Missouri
$8K +$8.5K +167 New
GXMC
520
Global X Management Company
New York
$7K +$153 +3 +2%
DBT
521
Dubuque Bank & Trust
Iowa
$7K +$6.51K +128 New
SCA
522
Stuart Chaussee & Associates
California
$6K +$5.85K +115 New
PCM
523
Penserra Capital Management
California
$6K +$6.21K +122 New
EWM
524
Edge Wealth Management
New York
$5K
PHK
525
Point72 Hong Kong
Hong Kong
$5K +$5.09K +100 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.