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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
Aberdeen Group
151
Aberdeen Group
United Kingdom
$5.92M -$329K -5,199 -5%
SOMRS
152
State of Michigan Retirement System
Michigan
$5.87M -$209K -3,300 -3%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$5.82M
Macquarie Group
154
Macquarie Group
Australia
$5.71M +$44.3K +700 +0.7%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$5.5M +$4.4M +69,590 +398%
TPSF
156
Texas Permanent School Fund
Texas
$5.47M -$82.9K -1,311 -1%
SOADOR
157
State of Alaska Department of Revenue
Alaska
$5.22M +$1.71M +27,071 +49%
HighTower Advisors
158
HighTower Advisors
Illinois
$5.2M +$292K +4,617 +6%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$5.14M +$1.29M +20,357 +33%
HIMCH
160
Hartford Investment Management Co (HIMCO)
Connecticut
$5.08M -$559K -8,845 -10%
US Bancorp
161
US Bancorp
Minnesota
$5.07M +$80.8K +1,278 +2%
PA
162
Pinnacle Associates
New York
$5.05M -$91K -1,439 -2%
DZ Bank
163
DZ Bank
Germany
$4.91M -$534K -8,453 -10%
AUB
164
Atlantic Union Bankshares
Virginia
$4.69M -$44.2K -699 -0.9%
FQ
165
First Quadrant
California
$4.61M -$17.5M -277,276 -79%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$4.52M +$33.6K +532 +0.7%
Citigroup
167
Citigroup
New York
$4.48M +$4.08M +64,507 +997%
William Blair & Company
168
William Blair & Company
Illinois
$4.45M +$4.45M +70,372 New
NRS
169
Neville Rodie & Shaw
New York
$4.3M -$4.62K -73 -0.1%
ZIG
170
Zurich Insurance Group
Switzerland
$4.24M +$373K +5,901 +10%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$4.22M
PIM
172
Penobscot Investment Management
Massachusetts
$4.21M +$58.4K +924 +1%
GAM
173
Griffin Asset Management
New York
$4.15M
MAM
174
Martingale Asset Management
Massachusetts
$4.11M -$260K -4,105 -6%
CWM
175
CIBC World Markets
New York
$4.05M +$1.13M +17,911 +39%

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.