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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
HPC
701
HM Payson & Co
Maine
-$313K -5,102 Closed
Nomura Holdings
702
Nomura Holdings
Japan
-$305K -4,951 Closed
WP
703
WealthSource Partners
California
-$295K -4,802 Closed
WG
704
Winton Group
United Kingdom
-$295K -4,799 Closed
RC
705
RegentAtlantic Capital
New Jersey
-$266K -4,337 Closed
SM
706
Sciencast Management
New Jersey
-$257K -4,044 Closed
ONB
707
Old National Bancorp
Indiana
-$225K -3,666 Closed
AAIM
708
Asset Advisors Investment Management
Georgia
-$148K -2,403 Closed
TG
709
TLP Group
Illinois
-$122K -1,980 Closed
OBWP
710
O'Brien Wealth Partners
Massachusetts
-$121K -1,963 Closed
CPIG
711
Chicago Partners Investment Group
Illinois
-$117K -1,836 Closed
IFAM
712
Institutional & Family Asset Management
Colorado
-$95K -1,551 Closed
MCM
713
Mainstay Capital Management
Michigan
-$91K -1,479 Closed
TC
714
Trust Company
Kansas
-$77K -1,250 Closed
MWM
715
MinichMacGregor Wealth Management
New York
-$68K -1,109 Closed
PAM
716
Paradigm Asset Management
New York
-$58.4K -950 Closed
IP
717
Isthmus Partners
Wisconsin
-$51K -829 Closed
TVWM
718
Tower View Wealth Management
Wisconsin
-$34K -546 Closed
PWAG
719
Polaris Wealth Advisory Group
California
-$32K -520 Closed
CWM
720
Catamount Wealth Management
Connecticut
-$26K -428 Closed
PSC
721
Prentiss Smith & Co
Vermont
-$25K -413 Closed
EA
722
Elm Advisors
California
-$25K -410 Closed
APP
723
Avantax Planning Partners
Iowa
-$13K -217 Closed
AIM
724
Arcadia Investment Management
Michigan
-$13K -209 Closed
ML
725
McAdam LLC
Pennsylvania
-$12K -188 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.