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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
WT
501
Whittier Trust
California
$73K
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K
PFBT
503
Parkside Financial Bank & Trust
Missouri
$72K +$65.4K +1,077 +1,026%
FMII
504
Farmers & Merchants Investments Inc
Nebraska
$71K -$9.11K -150 -11%
MWM
505
MinichMacGregor Wealth Management
New York
$68K
LJHT
506
Laurie J. Hall Trustee
$68K
RFA
507
Reilly Financial Advisors
California
$65K
SBL
508
Sargent Bickham Lagudis
Colorado
$62K
BBHC
509
Brown Brothers Harriman & Co
New York
$62K +$31K +511 +100%
MCM
510
MV Capital Management
Maryland
$61K
AIM
511
Acrospire Investment Management
Illinois
$61K +$36.4K +600 +150%
RPG
512
Risk Paradigm Group
Texas
$60.7K
DOA
513
D'Orazio & Associates
Virginia
$60K
GI
514
Gradient Investments
Minnesota
$56K -$44.8K -738 -44%
HR
515
Howe & Rusling
New York
$56K -$38K -625 -40%
HWM
516
Holloway Wealth Management
Florida
$54K
PA
517
Parallel Advisors
California
$53K +$4.01K +66 +8%
SIA
518
Sit Investment Associates
Minnesota
$53K +$15.2K +250 +40%
ARMC
519
American Research & Management Company
Massachusetts
$52K
PCTC
520
Perkins Coie Trust Company
Washington
$51K
RFM
521
Royal Fund Management
Florida
$51K +$4.13K +68 +9%
GRP
522
Global Retirement Partners
California
$50K
IP
523
Isthmus Partners
Wisconsin
$50K
EMG
524
ETF Managers Group
New Jersey
$50K +$50.3K +828 New
BAM
525
Bruderman Asset Management
New York
$48K +$47.8K +787 New

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.