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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
ClearBridge Investments
51
ClearBridge Investments
New York
$51.3M -$1.92M -29,490 -4%
VNIM
52
Vaughan Nelson Investment Management
Texas
$48.9M -$3.57M -54,750 -7%
ZP
53
Zimmer Partners
New York
$48.8M
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$41.6M +$969K +14,865 +2%
PI
55
PGGM Investments
Netherlands
$41.3M
CC
56
Carlson Capital
Texas
$41M +$9.72M +149,235 +31%
TA
57
Teachers Advisors
New York
$40.4M -$2.83M -43,457 -7%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$37.9M -$691K -10,601 -2%
PCA
59
Personal Capital Advisors
California
$37.9M +$686K +10,528 +2%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$37.9M +$11.7M +179,098 +44%
Asset Management One
61
Asset Management One
Japan
$37.4M +$972K +14,921 +3%
Deutsche Bank
62
Deutsche Bank
Germany
$36.7M -$61.4M -942,772 -63%
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$36.5M -$5.53M -84,800 -13%
T
64
TOBAM
France
$35.6M +$18.1M +277,900 +103%
TCIM
65
TIAA CREF Investment Management
New York
$35.4M -$957K -14,686 -3%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$34.5M +$4.44M +68,112 +15%
AllianceBernstein
67
AllianceBernstein
Tennessee
$33.9M +$962K +14,761 +3%
Lord, Abbett & Co
68
Lord, Abbett & Co
New Jersey
$32.9M -$19.5K -300 -0.1%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$31.8M -$7.13M -109,472 -18%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$30.8M -$411K -6,300 -1%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$30.3M -$138K -2,116 -0.5%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$29M -$243K -3,729 -0.8%
AT
73
AMF Tjänstepension
Sweden
$28.4M -$6.73M -103,258 -19%
CS
74
Credit Suisse
Switzerland
$28.2M -$1.51M -23,118 -5%
CPP
75
Crow Point Partners
Massachusetts
$27.5M

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.