Eversource Energy
497 hedge funds and large institutions have $10.2B invested in Eversource Energy in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 182 increasing their positions, 165 reducing their positions, and 25 closing their positions.
2,105% more call options, than puts
Call options by funds: $32.5M | Put options by funds: $1.47M
80% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 25
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 165
6% more capital invested
Capital invested by funds: $9.59B → $10.2B (+$577M)
3% more funds holding
Funds holding: 482 → 497 (+15)
1.3% more ownership
Funds ownership: 66.75% → 68.05% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$124M |
| 2 |
Bank of New York Mellon
New York
|
+$74.4M |
| 3 |
State Street
Boston,
Massachusetts
|
+$52.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$32.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$70.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$63.8M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$36.3M |
| 4 |
Axa
Paris,
France
|
-$26.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$23.1M |
ES Hedge Fund Activity: Q2 2014 in Review
497 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2014, worth a combined $10.2B — up 6% from $9.59B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new ES positions and 25 closed out — a net gain of 20 holders — while 182 added to existing stakes and 165 trimmed.
The largest buyer was Norges Bank, adding an estimated $124M. The largest seller was Massachusetts Financial Services, cutting an estimated $70.1M.
- 497 institutional investors held Eversource Energy (ES) as of Q2 2014, up from 482 in Q1 2014.
- Funds reported $10.2B of Eversource Energy stock for Q2 2014, up 6% quarter-over-quarter.
- 45 funds opened new Eversource Energy positions in Q2 2014 and 25 closed out, a net change of +20 holders.
- The largest Eversource Energy buyer in Q2 2014 was Norges Bank, an estimated $124M added.
- The largest Eversource Energy seller in Q2 2014 was Massachusetts Financial Services, an estimated $70.1M sold.
Based on aggregated 13F filings for Q2 2014.