Eversource Energy
501 hedge funds and large institutions have $11.3B invested in Eversource Energy in 2015 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 187 increasing their positions, 166 reducing their positions, and 36 closing their positions.
1,463% more call options, than puts
Call options by funds: $26.5M | Put options by funds: $1.7M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 36
13% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 166
10% more capital invested
Capital invested by funds: $10.3B → $11.3B (+$1.05B)
3% more funds holding
Funds holding: 487 → 501 (+14)
0.69% less ownership
Funds ownership: 71.3% → 70.61% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$194M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$113M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$57.2M |
| 4 |
Bank of New York Mellon
New York
|
+$41.3M |
| 5 |
Cohen & Steers
New York
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$273M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$169M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$103M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$81.9M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$33.7M |
ES Hedge Fund Activity: Q3 2015 in Review
501 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2015, worth a combined $11.3B — up 10% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ES positions and 36 closed out — a net gain of 16 holders — while 187 added to existing stakes and 166 trimmed.
The largest buyer was Millennium Management, adding an estimated $194M. The largest seller was UBS Group, cutting an estimated $273M.
- 501 institutional investors held Eversource Energy (ES) as of Q3 2015, up from 487 in Q2 2015.
- Funds reported $11.3B of Eversource Energy stock for Q3 2015, up 10% quarter-over-quarter.
- 52 funds opened new Eversource Energy positions in Q3 2015 and 36 closed out, a net change of +16 holders.
- The largest Eversource Energy buyer in Q3 2015 was Millennium Management, an estimated $194M added.
- The largest Eversource Energy seller in Q3 2015 was UBS Group, an estimated $273M sold.
Based on aggregated 13F filings for Q3 2015.