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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
ICOA
676
Investment Centers of America
North Dakota
-$251K -4,168 Closed
GCP
677
GSA Capital Partners
United Kingdom
-$239K -3,960 Closed
N
678
Natixis
France
-$218K -3,615 Closed
NPC
679
National Planning Corporation
California
-$215K -3,557 Closed
BP
680
Ballentine Partners
Massachusetts
-$210K -3,469 Closed
RPG
681
Risk Paradigm Group
Texas
-$128K -2,117 Closed
CT
682
Clearstead Trust
Maine
-$91K -1,500 Closed
TSW
683
Thompson Siegel & Walmsley
Virginia
-$63K -1,049 Closed
BA
684
Bristlecone Advisors
Washington
-$52K -865 Closed
NFG
685
Next Financial Group
Texas
-$37K -600 Closed
OAM
686
Oppenheimer Asset Management
New York
-$30K -503 Closed
ZB
687
Zions Bancorporation
Utah
-$26K -428 Closed
MAM
688
Meeder Asset Management
Ohio
-$24K -401 Closed
IUHSA
689
Itau Unibanco Holding S.A.
Brazil
-$64K -336 Closed
AC
690
Alexandria Capital
Virginia
-$14K -234 Closed
SIM
691
Sonora Investment Management
Arizona
-$9.19K -152 Closed
BWL
692
Bogart Wealth LLC
Virginia
-$8K -134 Closed
SAM
693
Solaris Asset Management
New York
-$8K -127 Closed
NC
694
NewSquare Capital
Pennsylvania
-$3.48K -55 Closed
SIAS
695
Shine Investment Advisory Services
Colorado
-$3K -55 Closed
Twin Tree Management
696
Twin Tree Management
Texas
+$63 +1 New
AF
697
Allworth Financial
California
+$443 +7 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.