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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
WT
501
Whittier Trust
California
$149K +$73.3K +1,160 +97%
TAM
502
Tiverton Asset Management
Delaware
$144K +$4.68K +74 +3%
TIM
503
Tortoise Investment Management
New York
$140K
ST
504
Smithfield Trust
Pennsylvania
$137K
MOS
505
MGO One Seven
Ohio
$134K +$134K +2,125 New
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$133K +$59.3K +938 +81%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$132K -$106K -1,683 -45%
OIA
508
OneDigital Investment Advisors
Kansas
$132K +$74.9K +1,185 +132%
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$130K
FIM
510
Foresters Investment Management
New York
$128K +$8.91K +141 +7%
Acadian Asset Management
511
Acadian Asset Management
Massachusetts
$127K
YWP
512
YorkBridge Wealth Partners
New York
$122K -$7.78K -123 -6%
SFG
513
SevenBridge Financial Group
Pennsylvania
$119K
CA
514
Calton & Associates
Florida
$119K +$123K +1,948 New
FWM
515
Focused Wealth Management
New York
$112K -$1.14K -18 -1%
PMFA
516
Plante Moran Financial Advisors
Michigan
$111K
First Manhattan
517
First Manhattan
New York
$97K +$6.32K +100 +7%
WTB
518
Washington Trust Bank
Washington
$96K
OC
519
Oakworth Capital
Alabama
$94K -$18.1K -287 -17%
MCM
520
Mainstay Capital Management
Michigan
$93K +$93.5K +1,479 New
MCM
521
Manchester Capital Management
Vermont
$92K
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$91.4K
CCM
523
Cribstone Capital Management
Maine
$89K
RWG
524
Regal Wealth Group
California
$89K +$632 +10 +0.7%
CFG
525
Citizens Financial Group
Rhode Island
$88K

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.