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Eversource Energy

632 hedge funds and large institutions have $14.4B invested in Eversource Energy in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,691% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $958K

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$590M)

1% more funds holding

Funds holding: 628632 (+4)

0.15% more ownership

Funds ownership: 74.31%74.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 213

Holders
632
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
14.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
203
Reduced
213
Closed
55
Calls
$17.2M
Puts
$958K
Net Calls
+$16.2M
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
501
Tortoise Investment Management
New York
$97K
GI
502
Gradient Investments
Minnesota
$97K +$551 +9 +0.6%
IFAM
503
Institutional & Family Asset Management
Colorado
$95K +$795 +13 +0.8%
OC
504
Oakworth Capital
Alabama
$93K
WTB
505
Washington Trust Bank
Washington
$93K
MCM
506
Mainstay Capital Management
Michigan
$91K
RWG
507
Regal Wealth Group
California
$88K +$673 +11 +0.8%
SFG
508
SevenBridge Financial Group
Pennsylvania
$83K -$30.6K -500 -27%
CCM
509
Cribstone Capital Management
Maine
$78K
ECM
510
EII Capital Management
New York
$77K
TC
511
Trust Company
Kansas
$77K
ASN
512
Advisory Services Network
Georgia
$74K -$46.6K -761 -39%
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K
JCM
514
Jacobi Capital Management
Pennsylvania
$69K
LJHT
515
Laurie J. Hall Trustee
$69K
MWM
516
MinichMacGregor Wealth Management
New York
$68K -$1.35K -22 -2%
MCM
517
MV Capital Management
Maryland
$68K
RFA
518
Reilly Financial Advisors
California
$66K
SBL
519
Sargent Bickham Lagudis
Colorado
$63K
DOA
520
D'Orazio & Associates
Virginia
$60K
PAM
521
Paradigm Asset Management
New York
$58.4K +$58.1K +950 New
CAPTRUST Financial Advisors
522
CAPTRUST Financial Advisors
North Carolina
$57K +$45.8K +748 +435%
GLI
523
Guardian Life Insurance
New York
$55K +$1.28K +21 +2%
CIM
524
Centersquare Investment Management
Pennsylvania
$54K +$612 +10 +1%
HR
525
Howe & Rusling
New York
$53K

ES Hedge Fund Activity: Q3 2018 in Review

632 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2018, worth a combined $14.4B — up 4.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ES positions and 55 closed out — a net gain of 9 holders — while 203 added to existing stakes and 213 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 632 institutional investors held Eversource Energy (ES) as of Q3 2018, up from 628 in Q2 2018.
  • Funds reported $14.4B of Eversource Energy stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 64 funds opened new Eversource Energy positions in Q3 2018 and 55 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q3 2018 was Citadel Advisors, an estimated $139M added.
  • The largest Eversource Energy seller in Q3 2018 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2018.