Eversource Energy
622 hedge funds and large institutions have $13.9B invested in Eversource Energy in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 238 reducing their positions, and 79 closing their positions.
675% more call options, than puts
Call options by funds: $10.2M | Put options by funds: $1.32M
0.66% more ownership
Funds ownership: 73.91% → 74.58% (+0.66%)
3% less funds holding
Funds holding: 641 → 622 (-19)
6% less capital invested
Capital invested by funds: $14.8B → $13.9B (-$877M)
16% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 79
23% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 238
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$362M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$278M |
| 3 |
BlackRock
New York
|
+$61M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$45.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$132M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$90.4M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$62.5M |
| 4 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$54M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$35.4M |
ES Hedge Fund Activity: Q1 2018 in Review
622 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2018, worth a combined $13.9B — down 5.9% from $14.8B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of ES and 66 opened new positions — a net loss of 13 holders — while 238 trimmed existing stakes and 183 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $362M. The largest seller was Bank of New York Mellon, cutting an estimated $132M.
- 622 institutional investors held Eversource Energy (ES) as of Q1 2018, down from 641 in Q4 2017.
- Funds reported $13.9B of Eversource Energy stock for Q1 2018, down 5.9% quarter-over-quarter.
- 66 funds opened new Eversource Energy positions in Q1 2018 and 79 closed out, a net change of -13 holders.
- The largest Eversource Energy buyer in Q1 2018 was T. Rowe Price Associates, an estimated $362M added.
- The largest Eversource Energy seller in Q1 2018 was Bank of New York Mellon, an estimated $132M sold.
Based on aggregated 13F filings for Q1 2018.