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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
NSB
651
Norway Savings Bank
Maine
$8K
BWL
652
Bogart Wealth LLC
Virginia
$8K +$8.21K +126 New
BCA
653
Berman Capital Advisors
Georgia
$8K +$8.93K +137 New
AWM
654
AllSquare Wealth Management
New York
$7K
EWM
655
Edge Wealth Management
New York
$7K
SCA
656
Stuart Chaussee & Associates
California
$7K
TL
657
TrueWealth LLC
Georgia
$7K
BWM
658
Baystate Wealth Management
Massachusetts
$7K +$65 +1 +1%
VFA
659
Valeo Financial Advisors
Indiana
$7K +$5.34K +82 +315%
KCM
660
Karp Capital Management
California
$7K +$7.36K +113 New
GEA
661
Glen Eagle Advisors
New Jersey
$6.5K
PCP
662
Proficio Capital Partners
Massachusetts
$5K
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$5K
TSW
664
Thompson Siegel & Walmsley
Virginia
$5K +$4.76K +73 New
KPW
665
Kore Private Wealth
New York
$5K +$5.47K +84 New
MA
666
MUFG Americas
New York
$4K
YWP
667
YorkBridge Wealth Partners
New York
$4K
FCA
668
FinTrust Capital Advisors
South Carolina
$4K +$3.58K +55 New
ADL
669
Asset Dedication LLC
California
$4K +$4.24K +65 New
PGWM
670
Parisi Gray Wealth Management
New Jersey
$3K
SWA
671
Sutton Wealth Advisors
Florida
$2.54K
TRCT
672
Tower Research Capital (TRC)
New York
$2K -$115K -1,769 -99%
FRA
673
Front Row Advisors
California
$2K
Fidelity International
674
Fidelity International
Bermuda
$2K +$847 +13 +76%
CFA
675
Clarfeld Financial Advisors
New York
$2K +$1.63K +25 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.