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.
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: 628 → 632 (+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: 3 → 3 (0)
5% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 213
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$139M |
| 2 |
Bank of New York Mellon
New York
|
+$59.6M |
| 3 |
BlackRock
New York
|
+$34.4M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$33.3M |
| 5 |
Renaissance Technologies
New York
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$257M |
| 2 |
Millennium Management
New York
|
-$51.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.5M |
| 4 |
D.E. Shaw & Co
New York
|
-$27.1M |
| 5 |
Axa
Paris,
France
|
-$26.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
676
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$13K | -218 | Closed |
|
|
GFP
677
Gryphon Financial Partners
Columbus,
Ohio
| – | -$6K | -106 | Closed |
|
|
DWM
678
Destination Wealth Management
Walnut Creek,
California
| – | -$6K | -95 | Closed |
|
|
BCA
679
Bay Colony Advisors
Concord,
Massachusetts
| – | -$5K | -93 | Closed |
|
|
BCI
680
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$5K | -90 | Closed |
|
|
FCMT
681
Founders Capital Management (Texas)
Houston,
Texas
| – | -$4K | -60 | Closed |
|
|
CPA
682
Clear Perspective Advisors
Aurora,
Illinois
| – | -$2K | -41 | Closed |
|
|
POIA
683
Pin Oak Investment Advisors
Houston,
Texas
| – | -$2K | -40 | Closed |
|
|
MA
684
MCF Advisors
Covington,
Kentucky
| – | -$2K | -39 | Closed |
|
|
ACS
685
Archford Capital Strategies
Swansea,
Illinois
| – | -$1K | -16 | Closed |
|
686
Parallax Volatility Advisers
San Francisco,
California
| – | +$490 | +8 | New |
|
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.