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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
TCM
676
TD Capital Management
Tennessee
$2K +$1.63K +25 New
AIA
677
Alera Investment Advisors
Illinois
$2K +$2.21K +34 New
GT
678
Glenmede Trust
Pennsylvania
$1.72K +$532K +8,171 +45%
BFC
679
Bedel Financial Consulting
Indiana
$1K
LFG
680
Larson Financial Group
Missouri
$1K +$586 +9 New
PFO
681
Pathstone Family Office
New Jersey
$1K +$652 +10 New
CI
682
CX Institutional
Indiana
$1K +$912 +14 New
FANJ
683
Financial Architects (New Jersey)
New Jersey
$1K +$1.11K +17 New
PWM
684
PRW Wealth Management
Massachusetts
$1K +$1.37K +21 New
GWMIA
685
Global Wealth Management Investment Advisory
Florida
$1K +$1.5K +23 New
NA
686
NewEdge Advisors
Louisiana
$574 -$66.2K -1,016 -10%
Schroder Investment Management Group
687
Schroder Investment Management Group
United Kingdom
$346
CF
688
Centaurus Financial
California
$2 +$8.67K +133 +4,433%
CWM
689
Cornerstone Wealth Management
Missouri
-$10.2M -616,652 Closed
BS
690
Banco Santander
Spain
-$12M -195,714 Closed
WC
691
Wexford Capital
Florida
-$8.04M -130,802 Closed
SCM
692
Stevens Capital Management
Pennsylvania
-$5.07M -82,549 Closed
N
693
Natixis
France
-$2.42M -39,312 Closed
EP
694
Edgestream Partners
New Jersey
-$1.88M -30,604 Closed
NIMI
695
Natixis Investment Managers International
France
-$1.77M -28,851 Closed
Pacer Advisors
696
Pacer Advisors
Pennsylvania
-$1.03M -16,699 Closed
LMGAM
697
Liberty Mutual Group Asset Management
Massachusetts
-$779K -12,677 Closed
BSAM
698
Blue Sky Asset Management
Colorado
-$753K -12,255 Closed
ECM
699
Element Capital Management
New York
-$543K -8,843 Closed
IG
700
ING Group
Netherlands
-$462K -7,520 Closed

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.