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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
SFSIG
576
San Francisco Sentry Investment Group
California
$18K
WA
577
WealthTrust-Arizona
Arizona
$18K +$3.92K +64 +27%
TFO
578
Tarbox Family Office
California
$17K
AP
579
Atwood & Palmer
Missouri
$16K
RAM
580
Riggs Asset Management
Pennsylvania
$16K
AIM
581
Anchor Investment Management
South Carolina
$15.1K
AssetMark Inc
582
AssetMark Inc
California
$15K
CHP
583
Cable Hill Partners
Oregon
$14K
AIM
584
Arcadia Investment Management
Michigan
$13K
APP
585
Avantax Planning Partners
Iowa
$13K +$13.3K +217 New
CAC
586
Certified Advisory Corp
Florida
$12K
FMTCOCP
587
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
ML
588
McAdam LLC
Pennsylvania
$12K
HWA
589
Heritage Wealth Advisors
Virginia
$12K +$12.7K +208 New
WPA
590
West Paces Advisors
Georgia
$11.7K
TPWA
591
TRUE Private Wealth Advisors
Oregon
$11.1K +$11.1K +181 New
VNA
592
Valley National Advisers
Pennsylvania
$11K
CIA
593
CSat Investment Advisory
Michigan
$10K -$1.41K -23 -12%
NSIM
594
North Star Investment Management
Illinois
$10K
AA
595
Ancora Advisors
Ohio
$10K +$10.3K +168 New
WIM
596
Westside Investment Management
California
$9.78K
CA
597
Centerpoint Advisors
Massachusetts
$9K
SFM
598
Signet Financial Management
New Jersey
$9K
SA
599
SRH Advisors
Kansas
$9K
FFW
600
Fusion Family Wealth
New York
$8K

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.