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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
76
Jupiter Investment Management
United Kingdom
$27M -$27.7M -438,360 -51%
USAA
77
United Services Automobile Association
Texas
$26.2M -$360K -5,700 -1%
Lazard Asset Management
78
Lazard Asset Management
New York
$24.6M -$1.74M -27,476 -7%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$23.3M -$27.9M -440,635 -54%
TU
80
TDAM USA
Ontario, Canada
$23.2M -$828K -13,104 -3%
Stifel Financial
81
Stifel Financial
Missouri
$22.6M -$809K -12,800 -3%
VDI
82
Vaughan David Investments
Illinois
$21.7M -$374K -5,920 -2%
GI
83
GAMCO Investors
Connecticut
$20.8M -$608K -9,622 -3%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$20.6M -$139K -2,200 -0.7%
National Pension Service
85
National Pension Service
South Korea
$20.4M +$642K +10,149 +3%
Canada Life
86
Canada Life
Manitoba, Canada
$20.3M -$6.14M -97,161 -23%
CB
87
Commerce Bank
Missouri
$20.3M -$1.56M -24,698 -7%
CIM
88
Castleton Investment Management
Connecticut
$19.6M +$9.93M +157,029 +102%
1832 Asset Management
89
1832 Asset Management
Ontario, Canada
$19.2M -$118K -1,866 -0.6%
PGH
90
Partners Group Holding
Switzerland
$19.2M -$1.62M -25,700 -8%
BAPIM
91
British Airways Pensions Investment Management
United Kingdom
$19.1M -$15.5M -245,859 -45%
T
92
TOBAM
France
$18.9M +$4.86M +76,855 +34%
Nomura Asset Management
93
Nomura Asset Management
Japan
$18.3M -$273K -4,318 -1%
SG Americas Securities
94
SG Americas Securities
New York
$18.1M +$17.5M +277,376 +2,881%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$18.1M +$514K +8,126 +3%
Chevy Chase Trust
96
Chevy Chase Trust
Maryland
$17.3M -$118K -1,863 -0.7%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$17.1M -$1.92M -30,318 -10%
SEI Investments
98
SEI Investments
Pennsylvania
$16.6M -$102K -1,607 -0.6%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$16.1M -$3.89M -61,515 -19%
Baillie Gifford & Co
100
Baillie Gifford & Co
United Kingdom
$16.1M +$482K +7,630 +3%

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.