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Eversource Energy

592 hedge funds and large institutions have $14B invested in Eversource Energy in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 208 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $5.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

1% more funds holding

Funds holding: 584592 (+8)

5% more capital invested

Capital invested by funds: $13.4B → $14B (+$625M)

1% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 208

0.89% more ownership

Funds ownership: 72.08%72.96% (+0.89%)

Holders
592
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
14.76%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
58
Increased
211
Reduced
208
Closed
45
Calls
$11.9M
Puts
$5.38M
Net Calls
+$6.52M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.01B +$47.4M +781,327 +2%
BlackRock
2
BlackRock
New York
$1.48B +$22.7M +374,229 +2%
State Street
3
State Street
Massachusetts
$948M -$15.8M -260,412 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$936M -$114M -1,879,028 -11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$787M +$6.41M +105,540 +0.8%
Wells Fargo
6
Wells Fargo
California
$404M -$2.12M -34,887 -0.5%
Deutsche Bank
7
Deutsche Bank
Germany
$354M -$28.9M -475,366 -8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$337M +$112M +1,844,295 +50%
T
9
Thomaspartners
Massachusetts
$250M +$10.7M +175,660 +4%
Northern Trust
10
Northern Trust
Illinois
$215M -$9.2M -151,483 -4%
CBOA
11
Commonwealth Bank of Australia
Australia
$211M -$62.1M -1,022,912 -23%
Norges Bank
12
Norges Bank
Norway
$210M +$6.13M +101,021 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$204M +$11.1M +182,793 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$166M +$4.85M +79,825 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$161M +$11.3M +186,030 +8%
Principal Financial Group
16
Principal Financial Group
Iowa
$141M +$112M +1,844,447 +382%
American Century Companies
17
American Century Companies
Missouri
$141M +$13.1M +216,499 +10%
Franklin Resources
18
Franklin Resources
California
$133M -$857K -14,109 -0.6%
JP Morgan Chase
19
JP Morgan Chase
New York
$120M -$1.99M -32,700 -2%
DPIM
20
Duff & Phelps Investment Management
Illinois
$109M -$3.39M -55,865 -3%
Renaissance Technologies
21
Renaissance Technologies
New York
$106M +$7M +115,200 +7%
Invesco
22
Invesco
Georgia
$102M -$3.91M -64,331 -4%
EIP
23
Epoch Investment Partners
New York
$96.7M +$14.4M +237,509 +18%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$93.4M +$6.38M +105,054 +7%
MAM
25
Magellan Asset Management
Australia
$93.4M +$8.65M +142,367 +10%

ES Hedge Fund Activity: Q2 2017 in Review

592 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2017, worth a combined $14B — up 4.7% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ES positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 208 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $112M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 592 institutional investors held Eversource Energy (ES) as of Q2 2017, up from 584 in Q1 2017.
  • Funds reported $14B of Eversource Energy stock for Q2 2017, up 4.7% quarter-over-quarter.
  • 58 funds opened new Eversource Energy positions in Q2 2017 and 45 closed out, a net change of +13 holders.
  • The largest Eversource Energy buyer in Q2 2017 was Principal Financial Group, an estimated $112M added.
  • The largest Eversource Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2017.