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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
CG
601
Cutler Group
California
$12K +$12.8K +202 New
VNA
602
Valley National Advisers
Pennsylvania
$11K
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$11K +$6.51K +103 +147%
CAPTRUST Financial Advisors
604
CAPTRUST Financial Advisors
North Carolina
$11K +$8.35K +132 +330%
OAJ
605
Ogorek Anthony Joseph
New York
$11K +$11.3K +179 New
NSIM
606
North Star Investment Management
Illinois
$10K
BWM
607
Baystate Wealth Management
Massachusetts
$10K +$1.83K +29 +22%
GFP
608
Gryphon Financial Partners
Ohio
$10K +$10.3K +163 New
WIM
609
Westside Investment Management
California
$9.9K
SWA
610
Sutton Wealth Advisors
Florida
$9.29K
RPC
611
Rossmore Private Capital
Connecticut
$9.29K +$9.29K +147 New
SA
612
SRH Advisors
Kansas
$9K
FFW
613
Fusion Family Wealth
New York
$8K
ED
614
Exane Derivatives
France
$7.96K -$2.59K -41 -25%
NSB
615
Norway Savings Bank
Maine
$7K
SCA
616
Stuart Chaussee & Associates
California
$7K
TFO
617
Tarbox Family Office
California
$7K
LFA
618
Legacy Financial Advisors
Kentucky
$7K +$7.78K +123 New
GEA
619
Glen Eagle Advisors
New Jersey
$6.32K
AWM
620
AllSquare Wealth Management
New York
$6K
EWM
621
Edge Wealth Management
New York
$6K
CB
622
Community Bank
New York
$6K +$6.01K +95 New
SWMG
623
Signature Wealth Management Group
Georgia
$6K +$6.07K +96 New
PWM
624
Paulson Wealth Management
Illinois
$5K +$4.68K +74 New
AF
625
Advisornet Financial
Minnesota
$5K +$4.74K +75 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.