Eversource Energy
471 hedge funds and large institutions have $11.2B invested in Eversource Energy in 2015 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 174 reducing their positions, and 78 closing their positions.
1,666% more call options, than puts
Call options by funds: $30.3M | Put options by funds: $1.72M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.42% less ownership
Funds ownership: 70.88% → 70.46% (-0.42%)
9% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 174
6% less capital invested
Capital invested by funds: $11.9B → $11.2B (-$711M)
8% less funds holding
Funds holding: 511 → 471 (-40)
42% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$259M |
| 2 |
Bank of New York Mellon
New York
|
+$153M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.4M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$25.8M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$130M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$54.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$42.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$41.3M |
| 5 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$40M |
ES Hedge Fund Activity: Q1 2015 in Review
471 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2015, worth a combined $11.2B — down 6% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of ES and 45 opened new positions — a net loss of 33 holders — while 174 trimmed existing stakes and 159 added.
The largest buyer was Deutsche Bank, adding an estimated $259M. The largest seller was Geode Capital Management, exiting entirely with an estimated $130M sold.
- 471 institutional investors held Eversource Energy (ES) as of Q1 2015, down from 511 in Q4 2014.
- Funds reported $11.2B of Eversource Energy stock for Q1 2015, down 6% quarter-over-quarter.
- 45 funds opened new Eversource Energy positions in Q1 2015 and 78 closed out, a net change of -33 holders.
- The largest Eversource Energy buyer in Q1 2015 was Deutsche Bank, an estimated $259M added.
- The largest Eversource Energy seller in Q1 2015 was Geode Capital Management, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2015.