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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
76
Personal Capital Advisors
California
$29.4M +$128K +2,107 +0.4%
PI
77
PGGM Investments
Netherlands
$28M -$444K -7,307 -2%
Prudential Financial
78
Prudential Financial
New Jersey
$27.7M +$232K +3,820 +0.8%
PG
79
Pendal Group
Australia
$25.8M +$25.8M +424,285 New
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$25.4M +$3.92M +64,540 +18%
Canada Life
81
Canada Life
Manitoba, Canada
$25M -$324K -5,339 -1%
AAMU
82
Amundi Asset Management US
Massachusetts
$24.8M -$25.8M -424,652 -51%
TU
83
TDAM USA
Ontario, Canada
$24M -$1.17M -19,185 -5%
JIM
84
Jupiter Investment Management
United Kingdom
$24M +$7.77M +127,973 +48%
USAA
85
United Services Automobile Association
Texas
$23.8M -$281K -4,632 -1%
SG Americas Securities
86
SG Americas Securities
New York
$23.2M +$20M +329,826 +625%
Stifel Financial
87
Stifel Financial
Missouri
$22.7M -$4.71M -77,546 -17%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$22.5M -$935K -15,390 -4%
VDI
89
Vaughan David Investments
Illinois
$21.3M +$433K +7,125 +2%
GI
90
GAMCO Investors
Connecticut
$21.1M -$624K -10,274 -3%
CB
91
Commerce Bank
Missouri
$20.8M +$148K +2,443 +0.7%
PGH
92
Partners Group Holding
Switzerland
$20.3M -$334K -5,500 -2%
Nomura Asset Management
93
Nomura Asset Management
Japan
$19.9M -$2.17M -35,800 -10%
1832 Asset Management
94
1832 Asset Management
Ontario, Canada
$18.5M
National Pension Service
95
National Pension Service
South Korea
$18.3M +$1.2M +19,720 +7%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$17.5M +$1.04M +17,180 +6%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$16.6M -$17K -280 -0.1%
HAI
98
Hennessy Advisors Inc
California
$16.1M -$200K -3,300 -1%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$15.7M +$4.96M +81,740 +46%
Baillie Gifford & Co
100
Baillie Gifford & Co
United Kingdom
$14.8M +$982K +16,163 +7%

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.