Eversource Energy
469 hedge funds and large institutions have $8.85B invested in Eversource Energy in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 140 increasing their positions, 189 reducing their positions, and 36 closing their positions.
7,841% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $267K
39% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 36
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2% more funds holding
Funds holding: 458 → 469 (+11)
4% more capital invested
Capital invested by funds: $8.53B → $8.85B (+$322M)
0.55% more ownership
Funds ownership: 66.2% → 66.75% (+0.55%)
26% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$150M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$91.2M |
| 3 |
Bank of New York Mellon
New York
|
+$83.2M |
| 4 |
DCM
Decade Capital Management
New York
|
+$40.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$38.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$150M |
| 2 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$49.8M |
| 3 |
JP Morgan Chase
New York
|
-$46.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$41M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$30.2M |
ES Hedge Fund Activity: Q4 2013 in Review
469 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2013, worth a combined $8.85B — up 3.8% from $8.53B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new ES positions and 36 closed out — a net gain of 14 holders — while 140 added to existing stakes and 189 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $150M. The largest seller was Fidelity Investments, cutting an estimated $150M.
- 469 institutional investors held Eversource Energy (ES) as of Q4 2013, up from 458 in Q3 2013.
- Funds reported $8.85B of Eversource Energy stock for Q4 2013, up 3.8% quarter-over-quarter.
- 50 funds opened new Eversource Energy positions in Q4 2013 and 36 closed out, a net change of +14 holders.
- The largest Eversource Energy buyer in Q4 2013 was Massachusetts Financial Services, an estimated $150M added.
- The largest Eversource Energy seller in Q4 2013 was Fidelity Investments, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2013.