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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
TDC
526
Thompson Davis & Co
Virginia
$5K +$5.09K +100 New
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$4.54K +$4.53K +89 New
TSU
528
TD Securities (USA)
New York
$4K -$5.6K -110 -61%
AF
529
Allworth Financial
California
$4K
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$4K
CAW
531
Cornerstone Advisors (Washington)
Washington
$4K
AWMS
532
Advocacy Wealth Management Services
Georgia
$4K +$3.82K +75 New
PFSC
533
Peoples Financial Services Corp
Pennsylvania
$3K
TFO
534
Tarbox Family Office
California
$3K
DSN
535
D. Scott Neal
Kentucky
$3K +$3.05K +60 New
AFP
536
Ausdal Financial Partners
Iowa
$2K +$1.63K +32 New
MA
537
MCF Advisors
Kentucky
$2K +$1.98K +39 New
ACS
538
Archford Capital Strategies
Illinois
$1K
TFA
539
Transamerica Financial Advisors
Florida
$1K
BCI
540
Brinker Capital Investments
Pennsylvania
$1K +$661 +13 +186%
TF
541
Tompkins Financial
New York
$1K +$1.32K +26 New
FNBOO
542
First National Bank of Omaha
Nebraska
$248 +$247K +4,849 New
CC
543
Cipher Capital
New York
-$2.42M -47,901 Closed
AI
544
Analytic Investors
California
-$2.22M -43,935 Closed
ARC
545
Absolute Return Capital
Massachusetts
-$2M -39,604 Closed
SFP
546
Santa Fe Partners
New Mexico
-$1.71M -33,699 Closed
T
547
TOBAM
France
-$1.54M -30,393 Closed
PIA
548
Piedmont Investment Advisors
North Carolina
-$1.11M -21,990 Closed
PAM
549
Princeton Alpha Management
New Jersey
-$886K -17,498 Closed
BB
550
Bell Bank
North Dakota
-$839K -16,574 Closed

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.