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Eversource Energy

684 hedge funds and large institutions have $19.5B invested in Eversource Energy in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 272 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,105% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $3.85M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

32% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 206

16% more capital invested

Capital invested by funds: $16.8B → $19.5B (+$2.65B)

5.38% more ownership

Funds ownership: 74.83%80.2% (+5.4%)

5% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 62

1% less funds holding

Funds holding: 691684 (-7)

Holders
684
Holders Change
-7
Holders Change %
-1.01%
% of All Funds
14.86%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
65
Increased
272
Reduced
206
Closed
62
Calls
$46.4M
Puts
$3.85M
Net Calls
+$42.5M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
701
Quantamental Technologies
New York
-$436K -6,143 Closed
PP
702
Paloma Partners
Connecticut
-$409K -5,761 Closed
GCP
703
GSA Capital Partners
United Kingdom
-$375K -5,288 Closed
BCM
704
BlueCrest Capital Management
Jersey
-$342K -4,817 Closed
FRM
705
Fox Run Management
Connecticut
-$302K -4,254 Closed
BAM
706
Blueshift Asset Management
New Jersey
-$301K -4,243 Closed
QT
707
Quantbot Technologies
New York
-$294K -4,153 Closed
BPWA
708
Beacon Pointe Wealth Advisors
California
-$275K -3,875 Closed
DA
709
Denali Advisors
California
-$270K -3,800 Closed
HFA
710
Huber Financial Advisors
Illinois
-$262K -3,695 Closed
PT
711
Plimoth Trust
Massachusetts
-$217K -3,065 Closed
AAS
712
Avantax Advisory Services
Texas
-$214K -3,012 Closed
PAA
713
Peregrine Asset Advisers
Oregon
-$213K -3,000 Closed
KPW
714
Kore Private Wealth
New York
-$162K -2,285 Closed
Simplex Trading
715
Simplex Trading
Illinois
-$154K -2,109 Closed
BAM
716
Bruderman Asset Management
New York
-$113K -1,587 Closed
C
717
Cerebellum
California
-$80K -1,134 Closed
WTB
718
Washington Trust Bank
Washington
-$79K -1,119 Closed
AIC
719
Ameritas Investment Company
Nebraska
-$55K -778 Closed
MIP
720
Mondrian Investment Partners
United Kingdom
-$51K -724 Closed
OFW
721
Omnia Family Wealth
Florida
-$48K -679 Closed
JIP
722
JBJ Investment Partners
South Carolina
-$43K -610 Closed
NCM
723
Nelson Capital Management
California
-$39K -550 Closed
SWM
724
SeaCrest Wealth Management
New York
-$38K -536 Closed
FC
725
Ferris Capital
Massachusetts
-$35K -488 Closed

ES Hedge Fund Activity: Q2 2019 in Review

684 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2019, worth a combined $19.5B — up 16% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new ES positions and 62 closed out — a net gain of 3 holders — while 272 added to existing stakes and 206 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $549M. The largest seller was Bank of New York Mellon, cutting an estimated $83.4M.

  • 684 institutional investors held Eversource Energy (ES) as of Q2 2019, down from 691 in Q1 2019.
  • Funds reported $19.5B of Eversource Energy stock for Q2 2019, up 16% quarter-over-quarter.
  • 65 funds opened new Eversource Energy positions in Q2 2019 and 62 closed out, a net change of +3 holders.
  • The largest Eversource Energy buyer in Q2 2019 was T. Rowe Price Associates, an estimated $549M added.
  • The largest Eversource Energy seller in Q2 2019 was Bank of New York Mellon, an estimated $83.4M sold.

Based on aggregated 13F filings for Q2 2019.