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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
551
Cribstone Capital Management
Maine
$83K
LWCFA
552
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80K +$2.61K +40 +3%
ASN
553
Advisory Services Network
Georgia
$79K
LJHT
554
Laurie J. Hall Trustee
$79K
ECM
555
EII Capital Management
New York
$78K
IIM
556
Ipswich Investment Management
Massachusetts
$77K +$77.1K +1,184 New
SIS
557
Sound Income Strategies
Florida
$75K +$74.9K +1,150 New
JCM
558
Jacobi Capital Management
Pennsylvania
$74K
RFA
559
Reilly Financial Advisors
California
$70K
SBL
560
Sargent Bickham Lagudis
Colorado
$67K
DOA
561
D'Orazio & Associates
Virginia
$64K
CIM
562
Centersquare Investment Management
Pennsylvania
$63K +$5.86K +90 +10%
OIA
563
OneDigital Investment Advisors
Kansas
$59K -$77.2K -1,185 -57%
GLI
564
Guardian Life Insurance
New York
$58K
SLF
565
Sun Life Financial
Ontario, Canada
$57K +$391 +6 +0.7%
CAL
566
Capital Advisors Ltd
Ohio
$56K
WEC
567
Winslow Evans & Crocker
Massachusetts
$56K +$261 +4 +0.5%
JGIA
568
Jackson Grant Investment Advisers
Connecticut
$55K +$391 +6 +0.7%
KA
569
Kaizen Advisory
Illinois
$55K +$10.8K +166 +25%
PCTC
570
Perkins Coie Trust Company
Washington
$54K
RA
571
Rational Advisors
New York
$53K +$51.9K +796 +4,682%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$52K
MWM
573
Mascoma Wealth Management
New Hampshire
$51K
RFM
574
Royal Fund Management
Florida
$51K
PFBT
575
Parkside Financial Bank & Trust
Missouri
$51K +$195 +3 +0.4%

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.