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Eversource Energy

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: 586584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
526
Vantage Investment Advisors
Pennsylvania
$32K
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$4.32K +76 +17%
BBHC
528
Brown Brothers Harriman & Co
New York
$30K +$12.9K +227 +79%
ED
529
Exane Derivatives
France
$29.4K +$28.5K +501 New
CFA
530
CT Financial Advisors
Pennsylvania
$29.4K
CAW
531
Cornerstone Advisors (Washington)
Washington
$27K
VCM
532
Vigilant Capital Management
Maine
$26K -$5.68K -100 -18%
MSFP
533
Mark Sheptoff Financial Planning
Connecticut
$26K +$57 +1 +0.2%
CWM
534
Catamount Wealth Management
Connecticut
$25K
PSC
535
Prentiss Smith & Co
Vermont
$24K -$56.9K -1,000 -71%
TWA
536
TCI Wealth Advisors
Arizona
$24K -$24K -423 -51%
AIM
537
Acrospire Investment Management
Illinois
$24K +$22.7K +400 New
AssetMark Inc
538
AssetMark Inc
California
$23K -$2.05K -36 -8%
KTC
539
Kistler-Tiffany Companies
Pennsylvania
$23K
WTC
540
WhitTier Trust Company
Nevada
$23K
CFA
541
Carroll Financial Associates
North Carolina
$22K
FANJ
542
Financial Architects (New Jersey)
New Jersey
$20K +$3.13K +55 +20%
FAM
543
Fred Alger Management
New York
$19K -$3.13K -55 -14%
MUS
544
Mitsubishi UFJ Securities
Japan
$18K -$18.2K -320 -51%
DAM
545
Delta Asset Management
Tennessee
$18K
ZB
546
Zions Bancorporation
Utah
$17K -$910 -16 -5%
HFM
547
Hartford Financial Management
Connecticut
$17K
IUHSA
548
Itau Unibanco Holding S.A.
Brazil
$16K +$15.6K +275 New
AP
549
Atwood & Palmer
Missouri
$15K
RAM
550
Riggs Asset Management
Pennsylvania
$15K

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.