Eversource Energy
512 hedge funds and large institutions have $12B invested in Eversource Energy in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 176 reducing their positions, and 39 closing their positions.
579% more call options, than puts
Call options by funds: $34.1M | Put options by funds: $5.01M
85% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 39
26% more capital invested
Capital invested by funds: $9.55B → $12B (+$2.47B)
5% more funds holding
Funds holding: 487 → 512 (+25)
2.74% more ownership
Funds ownership: 68.14% → 70.88% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$173M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$160M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$158M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$86.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$187M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$57.7M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$39.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.5M |
| 5 |
EIP
Energy Income Partners
Westport,
Connecticut
|
-$27.6M |
ES Hedge Fund Activity: Q4 2014 in Review
512 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2014, worth a combined $12B — up 26% from $9.55B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new ES positions and 39 closed out — a net gain of 33 holders — while 169 added to existing stakes and 176 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $173M. The largest seller was Massachusetts Financial Services, cutting an estimated $187M.
- 512 institutional investors held Eversource Energy (ES) as of Q4 2014, up from 487 in Q3 2014.
- Funds reported $12B of Eversource Energy stock for Q4 2014, up 26% quarter-over-quarter.
- 72 funds opened new Eversource Energy positions in Q4 2014 and 39 closed out, a net change of +33 holders.
- The largest Eversource Energy buyer in Q4 2014 was Bank of New York Mellon, an estimated $173M added.
- The largest Eversource Energy seller in Q4 2014 was Massachusetts Financial Services, an estimated $187M sold.
Based on aggregated 13F filings for Q4 2014.