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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
76
Axa
France
$25.5M -$13.6M -208,600 -35%
Barclays
77
Barclays
United Kingdom
$25.4M -$6.53M -100,277 -20%
Baillie Gifford & Co
78
Baillie Gifford & Co
United Kingdom
$25.4M +$6.8M +104,305 +36%
VDI
79
Vaughan David Investments
Illinois
$24.7M -$209K -3,205 -0.8%
Canada Life
80
Canada Life
Manitoba, Canada
$24.4M +$7.39M +113,490 +41%
National Pension Service
81
National Pension Service
South Korea
$24.2M +$1.01M +15,503 +5%
CB
82
Commerce Bank
Missouri
$24.1M +$234K +3,594 +1%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$23.3M -$4.27M -65,470 -15%
Victory Capital Management
84
Victory Capital Management
Texas
$22.4M +$1.09M +16,724 +5%
EIP
85
Epoch Investment Partners
New York
$21.3M -$4.89M -75,038 -19%
Stifel Financial
86
Stifel Financial
Missouri
$21M +$1.38M +21,182 +7%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$20.1M -$85.5K -1,312 -0.4%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$19.2M -$156K -2,399 -0.8%
Royal London Asset Management
89
Royal London Asset Management
United Kingdom
$18.6M +$18.7M +287,680 New
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$17.6M -$120K -1,845 -0.7%
Millennium Management
91
Millennium Management
New York
$17.4M +$4.7M +72,201 +37%
ACI
92
AMP Capital Investors
Australia
$17.2M +$297K +4,565 +2%
GI
93
GAMCO Investors
Connecticut
$17.2M -$859K -13,179 -5%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$17M +$39.9K +612 +0.2%
USAA
95
United Services Automobile Association
Texas
$16.8M -$2.04M -31,335 -11%
CGM
96
Centenus Global Management
New York
$14.6M -$2.28M -35,000 -13%
SHA
97
Shelter Harbor Advisors
Connecticut
$14.6M +$4.89M +75,000 +50%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$14.3M +$369K +5,667 +3%
GC
99
Guggenheim Capital
Illinois
$14.3M +$1.43M +21,972 +11%
ORIO
100
Old Republic International (ORI)
Illinois
$14.2M

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.