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Eversource Energy

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3%72.08% (+0.78%)

0% less funds holding

Funds holding: 586584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
101
Jupiter Investment Management
United Kingdom
$15.7M +$15.2M +266,610 New
Barclays
102
Barclays
United Kingdom
$13.7M -$13M -229,055 -50%
Baillie Gifford & Co
103
Baillie Gifford & Co
United Kingdom
$13.4M -$2.31M -40,684 -15%
WCM
104
Wedge Capital Management
North Carolina
$12.9M +$12.5M +220,251 New
DDPIC
105
Deroy & Devereaux Private Investment Counsel
Michigan
$12.1M -$294K -5,173 -2%
HI
106
Honeywell International
North Carolina
$11.8M
Aviva
107
Aviva
United Kingdom
$11.6M -$654K -11,499 -6%
BFS
108
Bradley Foster & Sargent
Connecticut
$11.5M -$163K -2,875 -1%
HCM
109
Howland Capital Management
Massachusetts
$11.4M -$68.9K -1,212 -0.6%
AIG
110
American International Group
New York
$10.9M -$77.2K -1,358 -0.7%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$10.6M +$462K +8,128 +5%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$10.4M -$248K -4,368 -2%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$10.4M -$5.02M -88,369 -33%
BFM
114
Boston Financial Management
Massachusetts
$10.4M +$267K +4,703 +3%
SEI Investments
115
SEI Investments
Pennsylvania
$10.2M +$818K +14,391 +9%
Lazard Asset Management
116
Lazard Asset Management
New York
$9.87M +$9.54M +167,876 New
QIM
117
Quantitative Investment Management
Virginia
$9.43M +$4.29M +75,400 +89%
IC
118
Inverness Counsel
New York
$9.42M -$179K -3,155 -2%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$9.27M -$148K -2,607 -2%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$9M -$89.1K -1,568 -1%
NFA
121
Nationwide Fund Advisors
Ohio
$8.87M +$2.1M +36,948 +32%
PP
122
Palladium Partners
Virginia
$8.76M -$563K -9,908 -6%
AG
123
Aperio Group
California
$8.6M +$167K +2,932 +2%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.56M
Victory Capital Management
125
Victory Capital Management
Texas
$8.35M +$666K +11,722 +9%

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.