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Eversource Energy
ES

584 hedge funds and large institutions have $13.4B invested in Eversource Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

612% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $3.31M

20% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $12.5B → $13.4B (+$922M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

0.78% more ownership

Funds ownership: 71.3% → 72.08% (+0.78%)

0% less funds holding

Funds holding: 586 → 584 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
584
Holders Change
-2
Holders Change %
-0.34%
% of All Funds
14.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
213
Reduced
205
Closed
46
Calls
$23.6M
Puts
$3.31M
Net Calls
+$20.2M
Net Calls Change
-$764K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$61.3M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$39.3M
5
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$88.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$39.6M
3
Norges Bank
Norges Bank
Norway
-$32.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$30.8M
5
JHIU
Janus Henderson Investors US
Colorado
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B +$61.3M +1,078,978 +3%
BlackRock
2
BlackRock
New York
$1.41B +$1.31B +23,020,171 +2,396%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.02B -$39.6M -696,894 -4%
State Street
4
State Street
Massachusetts
$933M -$2.1M -36,911 -0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$755M +$26.4M +464,555 +4%
Wells Fargo
6
Wells Fargo
California
$394M +$5.73M +100,776 +2%
Deutsche Bank
7
Deutsche Bank
Germany
$371M -$88.7M -1,560,958 -20%
CBOA
8
Commonwealth Bank of Australia
Australia
$265M -$4.86M -85,475 -2%
T
9
Thomaspartners
Massachusetts
$232M +$19.3M +339,289 +9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$218M +$65.8M +1,157,027 +45%
Northern Trust
11
Northern Trust
Illinois
$217M +$9.32M +163,963 +5%
Norges Bank
12
Norges Bank
Norway
$198M -$32.2M -565,951 -14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$187M +$16.2M +285,575 +10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$156M +$9.8M +172,387 +7%
Legal & General Group
15
Legal & General Group
United Kingdom
$145M +$3.87M +68,078 +3%
Franklin Resources
16
Franklin Resources
California
$129M -$239K -4,207 -0.2%
American Century Companies
17
American Century Companies
Missouri
$124M +$10.9M +191,070 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$118M -$16.2M -284,993 -12%
DPIM
19
Duff & Phelps Investment Management
Illinois
$109M -$531K -9,345 -0.5%
EAM
20
Edge Asset Management
Washington
$105M +$1.96M +34,522 +2%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$103M -$11.6M -204,405 -10%
Invesco
22
Invesco
Georgia
$103M -$2.21M -38,890 -2%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$102M -$14.6M -256,500 -13%
Renaissance Technologies
24
Renaissance Technologies
New York
$95.6M +$31.7M +558,400 +52%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$93.7M -$19.1M -335,429 -17%
1
2 3 4 5

ES Hedge Fund Activity: Q1 2017 in Review

584 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2017, worth a combined $13.4B — up 7.4% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ES positions and 46 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Deutsche Bank, cutting an estimated $88.7M.

  • 584 institutional investors held Eversource Energy (ES) as of Q1 2017, down from 586 in Q4 2016.
  • Funds reported $13.4B of Eversource Energy stock for Q1 2017, up 7.4% quarter-over-quarter.
  • 55 funds opened new Eversource Energy positions in Q1 2017 and 46 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q1 2017 was BlackRock, an estimated $1.31B added.
  • The largest Eversource Energy seller in Q1 2017 was Deutsche Bank, an estimated $88.7M sold.

Based on aggregated 13F filings for Q1 2017.