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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$53.2M +$3.26M +51,533 +7%
GC
52
Guggenheim Capital
Illinois
$51.7M -$3.31M -52,324 -6%
BTW
53
Boston Trust Walden
Massachusetts
$49.2M +$915K +14,473 +2%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$48.8M +$1.11M +17,553 +2%
CS
55
Credit Suisse
Switzerland
$46.7M +$5.52M +87,376 +13%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$44.1M +$169K +2,678 +0.4%
TA
57
Teachers Advisors
New York
$42.6M +$684K +10,815 +2%
Asset Management One
58
Asset Management One
Japan
$42.5M +$1.15M +18,145 +3%
TCIM
59
TIAA CREF Investment Management
New York
$42.4M -$7.91M -125,043 -16%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$41.7M +$2.97M +46,973 +8%
PI
61
PGGM Investments
Netherlands
$40.1M +$9.8M +154,970 +32%
AT
62
AMF Tjänstepension
Sweden
$39.5M +$2.04M +32,217 +5%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$38.6M +$1.61M +25,388 +4%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$33.1M -$196K -3,100 -0.6%
AllianceBernstein
65
AllianceBernstein
Tennessee
$33.1M -$683K -10,804 -2%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$32.2M +$4.64M +73,399 +17%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$31.8M +$242K +3,820 +0.8%
CPP
68
Crow Point Partners
Massachusetts
$31.8M
PCA
69
Personal Capital Advisors
California
$31.2M +$739K +11,694 +2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$31.1M -$2.3M -36,367 -7%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$30.5M -$777K -12,284 -2%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$29.8M -$1.18M -18,587 -4%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$29.4M -$14.3M -225,846 -33%
Prudential Financial
74
Prudential Financial
New Jersey
$29.3M +$31K +490 +0.1%
AAMU
75
Amundi Asset Management US
Massachusetts
$27.1M +$1.32M +20,874 +5%

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.