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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
AIM
626
Anchor Investment Management
South Carolina
$16K
SIM
627
Sonora Investment Management
Arizona
$16K +$16.2K +249 New
CHP
628
Cable Hill Partners
Oregon
$15K
FTI
629
Fiduciary Trust International
Massachusetts
$15K +$15K +230 New
MNBTD
630
Moody National Bank Trust Division
Texas
$14K +$13.9K +213 New
VCM
631
Vigilant Capital Management
Maine
$13K -$21.4K -328 -62%
AF
632
Advisornet Financial
Minnesota
$13K -$8.34K -128 -39%
HWA
633
Heritage Wealth Advisors
Virginia
$13K
WANY
634
Wealthspire Advisors (New York)
New York
$13K +$13.1K +201 New
WCM
635
WealthBridge Capital Management
Ohio
$13K +$13.5K +207 New
WPA
636
West Paces Advisors
Georgia
$12.4K
FMTCOCP
637
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
LC
638
Lindbrook Capital
California
$12K +$12.8K +197 New
CAPTRUST Financial Advisors
639
CAPTRUST Financial Advisors
North Carolina
$11K -$48.7K -748 -81%
CIA
640
CSat Investment Advisory
Michigan
$11K -$195 -3 -2%
NSIM
641
North Star Investment Management
Illinois
$11K
LFA
642
Legacy Financial Advisors
Kentucky
$11K +$2.54K +39 +32%
WIM
643
Westside Investment Management
California
$10.3K
CA
644
Centerpoint Advisors
Massachusetts
$10K
SA
645
SRH Advisors
Kansas
$10K
FFW
646
Fusion Family Wealth
New York
$9K
JWA
647
JFS Wealth Advisors
Pennsylvania
$9K
ONST
648
Old North State Trust
North Carolina
$9K
CIAS
649
Capital Investment Advisory Services
North Carolina
$9K +$8.6K +132 New
CAM
650
Cresset Asset Management
Illinois
$9K +$9.32K +143 New

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.