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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
Victory Capital Management
101
Victory Capital Management
Texas
$16M +$1.54M +24,436 +11%
AG
102
Aperio Group
California
$15.8M +$2.75M +43,568 +21%
HAI
103
Hennessy Advisors Inc
California
$15.4M -$1.13M -17,800 -7%
ASRS
104
Arizona State Retirement System
Arizona
$13.6M +$2.54M +40,207 +23%
CCMH
105
Cornerstone Capital Management Holdings
New York
$12.9M -$1.38M -21,804 -10%
DDPIC
106
Deroy & Devereaux Private Investment Counsel
Michigan
$12.8M +$7.59K +120 +0.1%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$12.5M +$1.18M +18,591 +10%
HCM
108
Howland Capital Management
Massachusetts
$12.1M -$29.8K -472 -0.2%
WCM
109
Wedge Capital Management
North Carolina
$12.1M -$762K -12,048 -6%
BCIM
110
British Columbia Investment Management
British Columbia, Canada
$11.9M -$5.77M -91,278 -33%
BFS
111
Bradley Foster & Sargent
Connecticut
$11.8M -$216K -3,413 -2%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$11.3M -$2.05M -32,447 -15%
BFM
113
Boston Financial Management
Massachusetts
$11.3M +$46.2K +731 +0.4%
Aviva
114
Aviva
United Kingdom
$11.2M -$1.54M -24,316 -12%
AIG
115
American International Group
New York
$11.1M +$588K +9,294 +6%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$10.9M -$471K -7,452 -4%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$10.7M -$18.5M -292,237 -63%
FAF
118
Fjarde Ap-fonden
Sweden
$10.2M +$2.46M +38,860 +32%
Caisse de Depot et Placement du Quebec (CDPQ)
119
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.84M -$164K -2,600 -2%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$9.7M -$10.7K -170 -0.1%
OTPPB
121
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.66M +$545K +8,623 +6%
N
122
Nuveen
North Carolina
$9.57M +$5.22M +82,632 +120%
AAF
123
Andra AP-fonden
Sweden
$9.1M -$78K -1,234 -0.8%
PP
124
Palladium Partners
Virginia
$9.02M -$171K -2,700 -2%
QIM
125
Quantitative Investment Management
Virginia
$8.95M -$50.6K -800 -0.6%

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.