We are live on ! Find out more
ES icon

Eversource Energy

544 hedge funds and large institutions have $11.3B invested in Eversource Energy in 2015 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 168 increasing their positions, 187 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,004% more call options, than puts

Call options by funds: $33.9M | 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: 500544 (+44)

2% more capital invested

Capital invested by funds: $11.1B → $11.3B (+$197M)

0.55% more ownership

Funds ownership: 69.9%70.45% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 187

Holders
544
Holders Change
+44
Holders Change %
+8.8%
% of All Funds
14.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
85
Increased
168
Reduced
187
Closed
34
Calls
$33.9M
Puts
$1.09M
Net Calls
+$32.8M
Net Calls Change
+$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.41B +$38.2M +751,358 +3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$792M +$9.51M +186,869 +1%
State Street
3
State Street
Massachusetts
$762M -$23.3M -457,524 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$631M +$16.6M +327,247 +3%
BFA
5
BlackRock Fund Advisors
California
$429M +$35.1M +688,961 +9%
BIT
6
BlackRock Institutional Trust
California
$421M +$5.58M +109,761 +1%
Deutsche Bank
7
Deutsche Bank
Germany
$417M -$68.6M -1,348,411 -14%
Capital International Investors
8
Capital International Investors
California
$347M +$2.04M +40,000 +0.6%
Wells Fargo
9
Wells Fargo
California
$336M +$9.86M +193,761 +3%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$235M -$962K -18,912 -0.4%
Norges Bank
11
Norges Bank
Norway
$217M +$3.98M +78,273 +2%
Northern Trust
12
Northern Trust
Illinois
$183M -$9.92M -194,917 -5%
BC
13
Brookfield Corp
Ontario, Canada
$159M +$43.6M +857,600 +38%
T
14
Thomaspartners
Massachusetts
$152M +$4.24M +83,328 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$147M -$7.51M -147,622 -5%
BG
16
BlackRock Group
United Kingdom
$137M +$2.19M +43,124 +2%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$135M -$2.95M -58,000 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$131M +$1.18M +23,101 +0.9%
CBOA
19
Commonwealth Bank of Australia
Australia
$126M +$3.11M +61,123 +3%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$124M +$74.4M +1,462,325 +151%
Legal & General Group
21
Legal & General Group
United Kingdom
$120M +$2.54M +49,969 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$111M +$101M +1,983,151 +1,006%
Franklin Resources
23
Franklin Resources
California
$97.3M -$865K -17,000 -0.9%
DPIM
24
Duff & Phelps Investment Management
Illinois
$94.7M -$10.6M -207,465 -10%
Invesco
25
Invesco
Georgia
$92.3M +$49.2M +966,075 +115%

ES Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2015, worth a combined $11.3B — up 1.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new ES positions and 34 closed out — a net gain of 51 holders — while 168 added to existing stakes and 187 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was Millennium Management, cutting an estimated $144M.

  • 544 institutional investors held Eversource Energy (ES) as of Q4 2015, up from 500 in Q3 2015.
  • Funds reported $11.3B of Eversource Energy stock for Q4 2015, up 1.8% 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.