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Eversource Energy
ES

628 hedge funds and large institutions have $13.8B invested in Eversource Energy in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 221 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,409% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $1.17M

22% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 50

1% more funds holding

Funds holding: 622 → 628 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.26% less ownership

Funds ownership: 74.58% → 74.31% (-0.26%)

1% less capital invested

Capital invested by funds: $13.9B → $13.8B (-$146M)

14% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 221

Holders
628
Holders Change
+6
Holders Change %
+0.96%
% of All Funds
14.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
61
Increased
190
Reduced
221
Closed
50
Calls
$17.7M
Puts
$1.17M
Net Calls
+$16.5M
Net Calls Change
+$7.61M

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$264M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$105M
3
Millennium Management
Millennium Management
New York
+$60M
4
MAM
Magellan Asset Management
Australia
+$55.4M
5
Invesco
Invesco
Georgia
+$48M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$235M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$74.8M
4
GC
Guggenheim Capital
Illinois
-$34.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$46.2M +$505K +8,773 +1%
First Trust Advisors
52
First Trust Advisors
Illinois
$44.4M -$493K -8,568 -1%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$41.4M +$449K +7,803 +1%
Prudential Financial
54
Prudential Financial
New Jersey
$40.1M +$18.6M +322,883 +89%
TA
55
Teachers Advisors
New York
$38.9M +$1.99M +34,555 +5%
1832 Asset Management
56
1832 Asset Management
Ontario, Canada
$37.9M +$8.78M +152,500 +31%
AQR Capital Management
57
AQR Capital Management
Connecticut
$37.4M -$2.7M -46,948 -7%
ZP
58
Zimmer Partners
New York
$37.4M +$13M +225,000 +55%
PI
59
PGGM Investments
Netherlands
$37.2M – – –
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$36.6M -$1.14M -19,850 -3%
TCIM
61
TIAA CREF Investment Management
New York
$35.8M -$391K -6,793 -1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$34.9M -$489K -8,503 -1%
EIP
63
Energy Income Partners
Connecticut
$34.2M +$17.4M +303,051 +108%
AAMU
64
Amundi Asset Management US
Massachusetts
$33.8M +$2.85M +49,543 +9%
Asset Management One
65
Asset Management One
Japan
$32.9M -$698K -12,118 -2%
Nordea Investment Management
66
Nordea Investment Management
Sweden
$32.6M +$28.6M +496,438 +829%
PCA
67
Personal Capital Advisors
California
$32.3M +$1.53M +26,626 +5%
AT
68
AMF Tjänstepension
Sweden
$32.3M -$2.1M -36,568 -6%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$31.7M +$5.87M +101,945 +23%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$31.5M +$30.9M +536,924 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$29.8M +$159K +2,765 +0.5%
CPP
72
Crow Point Partners
Massachusetts
$29.4M – – –
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$29.3M -$536K -9,308 -2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$28.7M +$1.36M +23,628 +5%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$27.5M -$536K -9,314 -2%
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ES Hedge Fund Activity: Q2 2018 in Review

628 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2018, worth a combined $13.8B — down 1.1% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ES positions and 50 closed out — a net gain of 11 holders — while 190 added to existing stakes and 221 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $264M. The largest seller was T. Rowe Price Associates, cutting an estimated $235M.

  • 628 institutional investors held Eversource Energy (ES) as of Q2 2018, up from 622 in Q1 2018.
  • Funds reported $13.8B of Eversource Energy stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 61 funds opened new Eversource Energy positions in Q2 2018 and 50 closed out, a net change of +11 holders.
  • The largest Eversource Energy buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $264M added.
  • The largest Eversource Energy seller in Q2 2018 was T. Rowe Price Associates, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2018.