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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
BC
576
Barnett & Company
Tennessee
$48K
MIP
577
Mondrian Investment Partners
United Kingdom
$47K +$47.2K +724 New
OFW
578
Omnia Family Wealth
Florida
$44K
CHC
579
City Holding Co
West Virginia
$43K
EWM
580
Elmwood Wealth Management
California
$43K
ARMC
581
American Research & Management Company
Massachusetts
$42K -$13K -200 -24%
VCM
582
Versant Capital Management
Arizona
$42K
RTC
583
Riverview Trust Company
Washington
$40K +$40.5K +621 New
MCM
584
MV Capital Management
Maryland
$39K -$32.6K -500 -45%
NCM
585
Nelson Capital Management
California
$36K -$6.52K -100 -15%
BAM
586
Barrett Asset Management
New York
$36K
FPFS
587
First Personal Financial Services
North Carolina
$36K
CWA
588
Clarus Wealth Advisors
Arizona
$36K +$195 +3 +0.5%
PI
589
PEAK6 Investments
Illinois
$36K +$35.8K +550 New
SWM
590
SeaCrest Wealth Management
New York
$35K -$717 -11 -2%
CIA
591
Cascade Investment Advisors
Oregon
$34.1K +$34.1K +524 New
ED
592
Exane Derivatives
France
$34.1K
RWA
593
River Wealth Advisors
Pennsylvania
$34K -$12.1K -185 -26%
EFSCE
594
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
FC
595
Ferris Capital
Massachusetts
$32K -$1.96K -30 -6%
CAW
596
Cornerstone Advisors (Washington)
Washington
$32K
AAMU
597
Amundi Asset Management US
Massachusetts
$30.7K -$8.35M -128,199 -21%
RE
598
RBC Europe
United Kingdom
$30.4K
ZB
599
Zions Bancorporation
Utah
$30K +$1.24K +19 +4%
CFA
600
Carroll Financial Associates
North Carolina
$29K

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.