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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$4.07M +$376K +5,775 +10%
NRS
177
Neville Rodie & Shaw
New York
$3.96M -$85.8K -1,317 -2%
PIM
178
Penobscot Investment Management
Massachusetts
$3.92M -$156K -2,390 -4%
URS
179
Utah Retirement Systems
Utah
$3.84M +$6.52K +100 +0.2%
LPL Financial
180
LPL Financial
California
$3.81M +$142K +2,181 +4%
SAM
181
Shell Asset Management
Netherlands
$3.79M -$133K -2,041 -3%
NB
182
Norinchukin Bank
Japan
$3.78M +$1.13M +17,290 +42%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$3.69M -$391K -6,000 -10%
QT
184
Quantbot Technologies
New York
$3.6M +$3.6M +55,313 New
MOACM
185
Mutual of America Capital Management
New York
$3.6M +$50.8K +780 +1%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$3.56M -$8.67K -133 -0.2%
TA
187
Tiedemann Advisors
New York
$3.45M -$143K -2,200 -4%
Korea Investment Corp
188
Korea Investment Corp
South Korea
$3.43M +$3.09M +47,383 +891%
DnB Asset Management
189
DnB Asset Management
Norway
$3.41M -$99.8K -1,531 -3%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.34M -$225K -3,451 -6%
CS
191
Candriam SCA
Luxembourg
$3.33M +$745K +11,439 +29%
KWM
192
Kingsview Wealth Management
Oregon
$3.25M +$5.8K +89 +0.2%
BG
193
Bahl & Gaynor
Ohio
$3.22M
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$3.21M -$2.15M -32,988 -40%
NMIMC
195
Northwestern Mutual Investment Management Company
Wisconsin
$3.11M -$501K -7,695 -14%
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$3.09M +$1.25M +19,117 +67%
MC
197
Moors & Cabot
Massachusetts
$3.09M -$38.1K -584 -1%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$3.06M +$161K +2,473 +6%
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
$3.02M -$3.07M -47,190 -50%
Macquarie Group
200
Macquarie Group
Australia
$3M -$678K -10,400 -18%

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.