We are live on ! Find out more
ES icon

Eversource Energy

500 hedge funds and large institutions have $11.1B invested in Eversource Energy in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $26M | Put options by funds: $1.7M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 166

10% more capital invested

Capital invested by funds: $10.2B → $11.1B (+$966M)

3% more funds holding

Funds holding: 486500 (+14)

1.06% less ownership

Funds ownership: 70.96%69.9% (-1.1%)

Holders
500
Holders Change
+14
Holders Change %
+2.88%
% of All Funds
13.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
52
Increased
187
Reduced
166
Closed
36
Calls
$26M
Puts
$1.7M
Net Calls
+$24.3M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MTB
76
Mizuho Trust & Banking
Japan
$24.8M +$1.05M +21,867 +5%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$24.5M -$679K -14,090 -3%
CS
78
Credit Suisse
Switzerland
$24.4M +$4.39M +91,119 +23%
PI
79
PGGM Investments
Netherlands
$24M -$130K -2,699 -0.6%
TU
80
TDAM USA
Ontario, Canada
$23.3M +$850K +17,641 +4%
USAA
81
United Services Automobile Association
Texas
$23.2M -$115K -2,391 -0.5%
Principal Financial Group
82
Principal Financial Group
Iowa
$22.4M -$184K -3,820 -0.9%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$21.8M -$485K -10,065 -2%
Prudential Financial
84
Prudential Financial
New Jersey
$20.7M -$4.2M -87,100 -18%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$20.5M -$952K -19,769 -5%
BJ
86
BlackRock Japan
Japan
$20M +$1.37M +28,500 +8%
Barclays
87
Barclays
United Kingdom
$19.4M -$2.15M -44,660 -10%
VDI
88
Vaughan David Investments
Illinois
$18.1M +$115K +2,385 +0.7%
SAMC
89
Shinko Asset Management Company
Japan
$18M -$1.08M -22,492 -6%
AWCI
90
Alpine Woods Capital Investors
New York
$17.5M +$33.7K +700 +0.2%
HI
91
Honeywell International
North Carolina
$16.2M -$1.48M -30,800 -9%
CB
92
Commerce Bank
Missouri
$16M -$28.1K -583 -0.2%
HAI
93
Hennessy Advisors Inc
California
$15.8M -$3.25M -67,500 -18%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$15.6M +$2.23M +46,380 +18%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$13.1M +$417K +8,658 +3%
PCA
96
Personal Capital Advisors
California
$13M +$1.48M +30,783 +14%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$12.9M +$2.15M +44,720 +21%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$12.9M -$421K -8,739 -3%
BCIM
99
British Columbia Investment Management
British Columbia, Canada
$12.8M +$1.23M +25,558 +11%
BTW
100
Boston Trust Walden
Massachusetts
$12.6M +$2.78M +57,615 +30%

ES Hedge Fund Activity: Q3 2015 in Review

500 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2015, worth a combined $11.1B — up 9.5% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ES positions and 36 closed out — a net gain of 16 holders — while 187 added to existing stakes and 166 trimmed.

The largest buyer was Millennium Management, adding an estimated $194M. The largest seller was UBS Group, cutting an estimated $273M.

  • 500 institutional investors held Eversource Energy (ES) as of Q3 2015, up from 486 in Q2 2015.
  • Funds reported $11.1B of Eversource Energy stock for Q3 2015, up 9.5% quarter-over-quarter.
  • 52 funds opened new Eversource Energy positions in Q3 2015 and 36 closed out, a net change of +16 holders.
  • The largest Eversource Energy buyer in Q3 2015 was Millennium Management, an estimated $194M added.
  • The largest Eversource Energy seller in Q3 2015 was UBS Group, an estimated $273M sold.

Based on aggregated 13F filings for Q3 2015.