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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
SLF
526
Sun Life Financial
Ontario, Canada
$53K +$612 +10 +1%
CAL
527
Capital Advisors Ltd
Ohio
$53K +$53.1K +867 New
ARMC
528
American Research & Management Company
Massachusetts
$52K
WEC
529
Winslow Evans & Crocker
Massachusetts
$52K +$122 +2 +0.2%
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$52K +$428 +7 +0.8%
IP
531
Isthmus Partners
Wisconsin
$51K
PCTC
532
Perkins Coie Trust Company
Washington
$51K
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$49.2K -$39.5K -646 -45%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$48K -$857 -14 -2%
BBHC
535
Brown Brothers Harriman & Co
New York
$48K
BAM
536
Bruderman Asset Management
New York
$48K
MWM
537
Mascoma Wealth Management
New Hampshire
$48K
RFM
538
Royal Fund Management
Florida
$48K
BC
539
Barnett & Company
Tennessee
$45K +$45K +735 New
RWA
540
River Wealth Advisors
Pennsylvania
$43K +$15.8K +258 +58%
OFW
541
Omnia Family Wealth
Florida
$42K
CHC
542
City Holding Co
West Virginia
$41K -$3.49K -57 -8%
KA
543
Kaizen Advisory
Illinois
$41K
EWM
544
Elmwood Wealth Management
California
$40.6K
NCM
545
Nelson Capital Management
California
$40K +$39.8K +650 New
VCM
546
Versant Capital Management
Arizona
$39K
CFGS
547
Concourse Financial Group Securities
Alabama
$39K +$38.4K +628 New
SWM
548
SeaCrest Wealth Management
New York
$34K -$25.9K -424 -44%
BAM
549
Barrett Asset Management
New York
$34K
FPFS
550
First Personal Financial Services
North Carolina
$34K

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.