Eversource Energy
628 hedge funds and large institutions have $13.8B invested in Eversource Energy in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 190 increasing their positions, 221 reducing their positions, and 50 closing their positions.
1,409% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $1.17M
22% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 50
1% more funds holding
Funds holding: 622 → 628 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.26% less ownership
Funds ownership: 74.58% → 74.31% (-0.26%)
1% less capital invested
Capital invested by funds: $13.9B → $13.8B (-$146M)
14% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 221
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$264M |
| 2 |
Bank of New York Mellon
New York
|
+$105M |
| 3 |
Millennium Management
New York
|
+$60M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$55.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$235M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$156M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$74.8M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$34.3M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$29.5M |
ES Hedge Fund Activity: Q2 2018 in Review
628 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2018, worth a combined $13.8B — down 1.1% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new ES positions and 50 closed out — a net gain of 11 holders — while 190 added to existing stakes and 221 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $264M. The largest seller was T. Rowe Price Associates, cutting an estimated $235M.
- 628 institutional investors held Eversource Energy (ES) as of Q2 2018, up from 622 in Q1 2018.
- Funds reported $13.8B of Eversource Energy stock for Q2 2018, down 1.1% quarter-over-quarter.
- 61 funds opened new Eversource Energy positions in Q2 2018 and 50 closed out, a net change of +11 holders.
- The largest Eversource Energy buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $264M added.
- The largest Eversource Energy seller in Q2 2018 was T. Rowe Price Associates, an estimated $235M sold.
Based on aggregated 13F filings for Q2 2018.