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Eversource Energy
ES

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: 586 → 584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.3M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$88.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.6M
3
Norges Bank
Norges Bank
Norway
-$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
551
Anchor Investment Management
South Carolina
$14.5K – – –
AC
552
Alexandria Capital
Virginia
$14K +$13.3K +234 New
CHP
553
Cable Hill Partners
Oregon
$13K – – –
JFA
554
JNBA Financial Advisors
Minnesota
$13K – – –
WPA
555
West Paces Advisors
Georgia
$11.2K – – –
EA
556
Edge Advisors
Georgia
$10K -$5.12K -90 -33%
NSIM
557
North Star Investment Management
Illinois
$10K – – –
VNA
558
Valley National Advisers
Pennsylvania
$10K – – –
BWM
559
Baystate Wealth Management
Massachusetts
$10K +$57 +1 +0.6%
WIM
560
Westside Investment Management
California
$9.45K – – –
SA
561
SRH Advisors
Kansas
$9K – – –
AII
562
AGF Investments Inc
Ontario, Canada
$8K – – –
FFW
563
Fusion Family Wealth
New York
$8K – – –
SCA
564
Stuart Chaussee & Associates
California
$8K +$7.79K +137 New
NSB
565
Norway Savings Bank
Maine
$7K – – –
AAF
566
Andra AP-fonden
Sweden
$6.92K +$716K +12,600 +12%
SWA
567
Sutton Wealth Advisors
Florida
$6.29K -$284 -5 -4%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$6K -$15.1K -266 -72%
AWM
569
AllSquare Wealth Management
New York
$6K – – –
EWM
570
Edge Wealth Management
New York
$6K – – –
IF
571
Ironwood Financial
Arizona
$6K – – –
GEA
572
Glen Eagle Advisors
New Jersey
$5.88K – – –
AUB
573
Atlantic Union Bankshares
Virginia
$4.4K +$459K +8,071 +12%
TFO
574
Tarbox Family Office
California
$4K – – –
FCMT
575
Founders Capital Management (Texas)
Texas
$4K +$3.41K +60 New
21 22
23
24 25

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.