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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
TVWM
551
Tower View Wealth Management
Wisconsin
$34K
VIA
552
Vantage Investment Advisors
Pennsylvania
$34K
CWA
553
Clarus Wealth Advisors
Arizona
$34K +$367 +6 +1%
ED
554
Exane Derivatives
France
$32.1K +$4.28K +70 +15%
FC
555
Ferris Capital
Massachusetts
$32K -$1.41K -23 -4%
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$4.71K +77 +18%
VCM
557
Vigilant Capital Management
Maine
$32K +$14K +229 +77%
PWAG
558
Polaris Wealth Advisory Group
California
$32K +$31.8K +520 New
CAW
559
Cornerstone Advisors (Washington)
Washington
$30K
TWA
560
TCI Wealth Advisors
Arizona
$29K
RE
561
RBC Europe
United Kingdom
$28.7K
CFA
562
Carroll Financial Associates
North Carolina
$28K -$14.8K -242 -35%
MSFP
563
Mark Sheptoff Financial Planning
Connecticut
$27K
ZB
564
Zions Bancorporation
Utah
$27K +$612 +10 +2%
CWM
565
Catamount Wealth Management
Connecticut
$26K
PSC
566
Prentiss Smith & Co
Vermont
$25K
JA
567
JOYN Advisors
Georgia
$25K +$1.77K +29 +8%
EA
568
Elm Advisors
California
$25K +$25.1K +410 New
KTC
569
Kistler-Tiffany Companies
Pennsylvania
$24K
WTC
570
WhitTier Trust Company
Nevada
$24K
FHB
571
First Hawaiian Bank
Hawaii
$23K +$22.6K +370 New
AF
572
Advisornet Financial
Minnesota
$20K
DAM
573
Delta Asset Management
Tennessee
$18K
GRP
574
Global Retirement Partners
California
$18K
HFM
575
Hartford Financial Management
Connecticut
$18K

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.