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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
JWA
601
JFS Wealth Advisors
Pennsylvania
$8K
ONST
602
Old North State Trust
North Carolina
$8K +$8.87K +145 New
BWM
603
Baystate Wealth Management
Massachusetts
$7K -$6.61K -108 -51%
LFA
604
Legacy Financial Advisors
Kentucky
$7K
NSB
605
Norway Savings Bank
Maine
$7K
SCA
606
Stuart Chaussee & Associates
California
$7K
IBOK
607
Independence Bank of Kentucky
Kentucky
$7K +$6.85K +112 New
NFG
608
Next Financial Group
Texas
$7K +$6.85K +112 New
GEA
609
Glen Eagle Advisors
New Jersey
$6.14K
AWM
610
AllSquare Wealth Management
New York
$6K
CB
611
Community Bank
New York
$6K
EWM
612
Edge Wealth Management
New York
$6K
SWMG
613
Signature Wealth Management Group
Georgia
$6K
TL
614
TrueWealth LLC
Georgia
$6K
CAG
615
Csenge Advisory Group
Florida
$6K +$6.18K +101 New
YWP
616
YorkBridge Wealth Partners
New York
$4K -$124K -2,024 -97%
WAP
617
Wealthcare Advisory Partners
Pennsylvania
$4K
PCP
618
Proficio Capital Partners
Massachusetts
$4K +$1.1K +18 +33%
WSTAM
619
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$3.55K +58 New
WCAMG
620
Woodard & Company Asset Management Group
North Carolina
$4K +$3.55K +58 New
MA
621
MUFG Americas
New York
$4K +$4.04K +66 New
SWA
622
Sutton Wealth Advisors
Florida
$2.4K
PGWM
623
Parisi Gray Wealth Management
New Jersey
$2K
VFA
624
Valeo Financial Advisors
Indiana
$2K +$1.59K +26 New
BFC
625
Bedel Financial Consulting
Indiana
$1K

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.