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Eversource Energy
ES

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3% → 72.08% (+0.78%)

0% less funds holding

Funds holding: 586 → 584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.3M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$88.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.6M
3
Norges Bank
Norges Bank
Norway
-$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
501
WFG Advisors
Texas
$64K -$32.5K -571 -35%
RFA
502
Reilly Financial Advisors
California
$63K – – –
IWM
503
IHT Wealth Management
Illinois
$62K +$341 +6 +0.6%
SBL
504
Sargent Bickham Lagudis
Colorado
$60K – – –
MCM
505
MV Capital Management
Maryland
$59K – – –
RPG
506
Risk Paradigm Group
Texas
$58.8K – – –
DOA
507
D'Orazio & Associates
Virginia
$58K – – –
BTIS
508
BB&T Investment Services
North Carolina
$56K +$227 +4 +0.4%
NFG
509
Next Financial Group
Texas
$53K -$180K -3,158 -78%
HWM
510
Holloway Wealth Management
Florida
$52K – – –
RIM
511
Rampart Investment Management
Connecticut
$51K +$49.6K +873 New
ARMC
512
American Research & Management Company
Massachusetts
$50K – – –
PG
513
PEAK6 Group
Illinois
$50K +$6.65K +117 +16%
IP
514
Isthmus Partners
Wisconsin
$49K – – –
PCTC
515
Perkins Coie Trust Company
Washington
$49K – – –
PA
516
Parallel Advisors
California
$48K +$8.02K +141 +21%
GRP
517
Global Retirement Partners
California
$48K +$11.4K +200 +32%
RFM
518
Royal Fund Management
Florida
$46K +$14.9K +262 +50%
OFW
519
Omnia Family Wealth
Florida
$42K – – –
CHC
520
City Holding Co
West Virginia
$40K – – –
SF
521
Synovus Financial
Georgia
$38K -$11.4K -200 -24%
VCM
522
Versant Capital Management
Arizona
$38K -$2.33K -41 -6%
GBBWRPM
523
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$38K – – –
SIA
524
Sit Investment Associates
Minnesota
$37K +$26.7K +470 +303%
OAM
525
Oppenheimer Asset Management
New York
$35K +$34.2K +601 New
19 20
21
22 23

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.