Eversource Energy
545 hedge funds and large institutions have $11.4B invested in Eversource Energy in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 188 reducing their positions, and 34 closing their positions.
3,051% more call options, than puts
Call options by funds: $34.4M | Put options by funds: $1.09M
150% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 34
9% more funds holding
Funds holding: 501 → 545 (+44)
1% more capital invested
Capital invested by funds: $11.3B → $11.4B (+$79.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.18% less ownership
Funds ownership: 70.61% → 70.44% (-0.18%)
11% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 188
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$101M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$74.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$49.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$144M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$70.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$68.6M |
| 4 |
Axa
Paris,
France
|
-$29M |
| 5 |
State Street
Boston,
Massachusetts
|
-$23.3M |
ES Hedge Fund Activity: Q4 2015 in Review
545 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2015, worth a combined $11.4B — up 0.7% from $11.3B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new ES positions and 34 closed out — a net gain of 51 holders — while 167 added to existing stakes and 188 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Millennium Management, cutting an estimated $144M.
- 545 institutional investors held Eversource Energy (ES) as of Q4 2015, up from 501 in Q3 2015.
- Funds reported $11.4B of Eversource Energy stock for Q4 2015, up 0.7% quarter-over-quarter.
- 85 funds opened new Eversource Energy positions in Q4 2015 and 34 closed out, a net change of +51 holders.
- The largest Eversource Energy buyer in Q4 2015 was Royal Bank of Canada, an estimated $101M added.
- The largest Eversource Energy seller in Q4 2015 was Millennium Management, an estimated $144M sold.
Based on aggregated 13F filings for Q4 2015.