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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
LWCFA
526
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K
IWM
527
IHT Wealth Management
Illinois
$83K -$2.21K -35 -3%
TC
528
Trust Company
Kansas
$79K
PFBT
529
Parkside Financial Bank & Trust
Missouri
$74K
LJHT
530
Laurie J. Hall Trustee
$71K
MWM
531
MinichMacGregor Wealth Management
New York
$71K
JCM
532
Jacobi Capital Management
Pennsylvania
$70K -$14.9K -236 -17%
RFA
533
Reilly Financial Advisors
California
$68K
EMG
534
ETF Managers Group
New Jersey
$67K +$9.48K +150 +17%
BBHC
535
Brown Brothers Harriman & Co
New York
$65K
SBL
536
Sargent Bickham Lagudis
Colorado
$65K
GLI
537
Guardian Life Insurance
New York
$65K +$19.5K +308 +43%
OFW
538
Omnia Family Wealth
Florida
$65K +$21.7K +343 +51%
MCM
539
MV Capital Management
Maryland
$63K
SWM
540
SeaCrest Wealth Management
New York
$63K +$63.1K +998 New
DOA
541
D'Orazio & Associates
Virginia
$62K
FPFS
542
First Personal Financial Services
North Carolina
$60K -$61.3K -970 -50%
VCM
543
Versant Capital Management
Arizona
$59K +$17.9K +283 +43%
GI
544
Gradient Investments
Minnesota
$58K +$58.5K +925 New
PA
545
Parallel Advisors
California
$55K
ARMC
546
American Research & Management Company
Massachusetts
$54K
HR
547
Howe & Rusling
New York
$54K
VCM
548
Vigilant Capital Management
Maine
$54K +$25.4K +402 +89%
PCTC
549
Perkins Coie Trust Company
Washington
$53K
RFM
550
Royal Fund Management
Florida
$53K

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.