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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
WTC
576
WhitTier Trust Company
Nevada
$25K
SFSIG
577
San Francisco Sentry Investment Group
California
$21K +$6.89K +109 +49%
SPI
578
Santori & Peters Inc
Pennsylvania
$20K +$22.9K +363 New
DAM
579
Delta Asset Management
Tennessee
$19K
AS
580
Altshuler Shaham
Israel
$19K +$18.6K +294 New
AW
581
Alpha Windward
Massachusetts
$19K +$18.8K +297 New
AWA
582
Acorn Wealth Advisors
Michigan
$19K +$19K +300 New
KA
583
Kaizen Advisory
Illinois
$19K +$19.2K +304 New
HFM
584
Hartford Financial Management
Connecticut
$18K
AP
585
Atwood & Palmer
Missouri
$17K
RAM
586
Riggs Asset Management
Pennsylvania
$17K
CA
587
Centerpoint Advisors
Massachusetts
$16K +$15.8K +250 New
AIM
588
Anchor Investment Management
South Carolina
$15.5K
CHP
589
Cable Hill Partners
Oregon
$14K
JFA
590
JNBA Financial Advisors
Minnesota
$14K
NL
591
NVWM LLC
Pennsylvania
$14K +$14.4K +228 New
AIM
592
Arcadia Investment Management
Michigan
$13K
RCG
593
Ruggie Capital Group
Florida
$13K +$12.7K +201 New
RFWA
594
RPg Family Wealth Advisory
Massachusetts
$12.5K -$16.6K -262 -57%
WPA
595
West Paces Advisors
Georgia
$12K
FMTCOCP
596
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$12K +190 New
GT
597
Greenleaf Trust
Michigan
$12K -$1.9K -30 -14%
TFS
598
TrustCore Financial Services
Tennessee
$12K +$11.6K +183 New
CAC
599
Certified Advisory Corp
Florida
$12K +$12.4K +196 New
TL
600
TrueWealth LLC
Georgia
$12K +$12.4K +196 New

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.