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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
DWM
601
Destination Wealth Management
California
$29K +$29.5K +453 New
TWA
602
TCI Wealth Advisors
Arizona
$28K -$3.13K -48 -10%
MSFP
603
Mark Sheptoff Financial Planning
Connecticut
$28K
JA
604
JOYN Advisors
Georgia
$28K +$1.17K +18 +4%
CAC
605
Certified Advisory Corp
Florida
$27K +$14.7K +225 +115%
W
606
WealthOne
New York
$27K +$27.4K +421 New
WTC
607
WhitTier Trust Company
Nevada
$26K
BTNA
608
Bremer Trust National Association
Minnesota
$26K +$25.6K +393 New
CCM
609
Covington Capital Management
California
$26K +$25.6K +393 New
KTC
610
Kistler-Tiffany Companies
Pennsylvania
$25K
AssetMark Inc
611
AssetMark Inc
California
$25K +$9.64K +148 +63%
FHB
612
First Hawaiian Bank
Hawaii
$24K
OAM
613
Oppenheimer Asset Management
New York
$24K +$23.8K +365 New
DAM
614
Delta Asset Management
Tennessee
$20K
HFM
615
Hartford Financial Management
Connecticut
$20K
WA
616
WealthTrust-Arizona
Arizona
$20K +$65 +1 +0.3%
BAMG
617
Brand Asset Management Group
Missouri
$20K +$19.5K +300 New
FNC
618
First National Corp
Massachusetts
$20K +$20.1K +308 New
GRP
619
Global Retirement Partners
California
$19K
SFSIG
620
San Francisco Sentry Investment Group
California
$19K
ESB
621
Essex Savings Bank
Connecticut
$19K +$19.2K +295 New
TFO
622
Tarbox Family Office
California
$18K
VNA
623
Valley National Advisers
Pennsylvania
$18K +$6.91K +106 +62%
AP
624
Atwood & Palmer
Missouri
$17K
RAM
625
Riggs Asset Management
Pennsylvania
$17K

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.