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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
OFW
526
Omnia Family Wealth
Florida
$44K
GLI
527
Guardian Life Insurance
New York
$43K -$31.2K -513 -42%
CHC
528
City Holding Co
West Virginia
$41K
VCM
529
Versant Capital Management
Arizona
$39K
GBBWRPM
530
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$38K
CIA
531
ClearBridge Investments (Australia)
Australia
$34K +$33.7K +555 New
VIA
532
Vantage Investment Advisors
Pennsylvania
$33K
OAM
533
Oppenheimer Asset Management
New York
$32K -$4.43K -73 -12%
BTIS
534
BB&T Investment Services
North Carolina
$31K -$27.2K -448 -47%
FC
535
Ferris Capital
Massachusetts
$31K +$31.5K +518 New
BAM
536
Barrett Asset Management
New York
$30K +$30.4K +500 New
CAW
537
Cornerstone Advisors (Washington)
Washington
$28K
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$5.83K -96 -18%
VCM
539
Vigilant Capital Management
Maine
$27K
MSFP
540
Mark Sheptoff Financial Planning
Connecticut
$26K -$61 -1 -0.2%
CWM
541
Catamount Wealth Management
Connecticut
$26K
PSC
542
Prentiss Smith & Co
Vermont
$25K
PCM
543
Prelude Capital Management
New York
$24K -$158K -2,602 -87%
KTC
544
Kistler-Tiffany Companies
Pennsylvania
$24K
WTC
545
WhitTier Trust Company
Nevada
$24K
CFA
546
Carroll Financial Associates
North Carolina
$23K
BWA
547
Burt Wealth Advisors
Maryland
$23K +$23.9K +393 New
RFWA
548
RPg Family Wealth Advisory
Massachusetts
$22.9K +$22.9K +377 New
FANJ
549
Financial Architects (New Jersey)
New Jersey
$20K -$607 -10 -3%
DAM
550
Delta Asset Management
Tennessee
$18K

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.