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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
WEC
551
Winslow Evans & Crocker
Massachusetts
$52.6K +$126 +2 +0.2%
IP
552
Isthmus Partners
Wisconsin
$52K
JGIA
553
Jackson Grant Investment Advisers
Connecticut
$52K +$379 +6 +0.7%
OSNBOA
554
Old Second National Bank of Aurora
Illinois
$51K
SLF
555
Sun Life Financial
Ontario, Canada
$44K -$104K -1,639 -70%
CHC
556
City Holding Co
West Virginia
$43K
GBBWRPM
557
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$40K
Simplex Trading
558
Simplex Trading
Illinois
$40K +$15K +237 +58%
GRP
559
Global Retirement Partners
California
$39K
LC
560
Landaas & Company
Wisconsin
$36K
BAM
561
Barrett Asset Management
New York
$35K
VIA
562
Vantage Investment Advisors
Pennsylvania
$35K
STA
563
Summit Trail Advisors
New York
$35K +$35.8K +566 New
BTIS
564
BB&T Investment Services
North Carolina
$34K
TVWM
565
Tower View Wealth Management
Wisconsin
$34K +$34.5K +546 New
SIA
566
Sit Investment Associates
Minnesota
$32K -$23.7K -375 -43%
RE
567
RBC Europe
United Kingdom
$29.5K
CAW
568
Cornerstone Advisors (Washington)
Washington
$29K
EFSCE
569
Enterprise Financial Services Corp (EFSC)
Missouri
$28K
CFA
570
Carroll Financial Associates
North Carolina
$27K
CWM
571
Catamount Wealth Management
Connecticut
$27K
MSFP
572
Mark Sheptoff Financial Planning
Connecticut
$27K
PSC
573
Prentiss Smith & Co
Vermont
$26K
TWA
574
TCI Wealth Advisors
Arizona
$26K
KTC
575
Kistler-Tiffany Companies
Pennsylvania
$25K

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.