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Eversource Energy

641 hedge funds and large institutions have $14.8B invested in Eversource Energy in 2017 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $6.06M

61% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $14B → $14.8B (+$797M)

5% more funds holding

Funds holding: 610641 (+31)

2% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 204

0.87% more ownership

Funds ownership: 73.05%73.91% (+0.87%)

Holders
641
Holders Change
+31
Holders Change %
+5.08%
% of All Funds
14.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
90
Increased
209
Reduced
204
Closed
56
Calls
$19.5M
Puts
$6.06M
Net Calls
+$13.5M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.14B +$25M +395,280 +1%
BlackRock
2
BlackRock
New York
$1.59B +$37.3M +589,876 +2%
State Street
3
State Street
Massachusetts
$994M +$6.2M +98,079 +0.6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$953M -$54.2M -858,049 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$731M -$61M -965,326 -8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$708M +$332M +5,255,046 +88%
Wells Fargo
7
Wells Fargo
California
$431M +$18M +283,943 +4%
T
8
Thomaspartners
Massachusetts
$270M +$4.82M +76,173 +2%
Northern Trust
9
Northern Trust
Illinois
$243M +$4.58M +72,431 +2%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$237M +$132M +2,091,400 +126%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$229M +$7.5M +118,626 +3%
Renaissance Technologies
12
Renaissance Technologies
New York
$199M +$58.8M +929,500 +42%
Legal & General Group
13
Legal & General Group
United Kingdom
$184M +$6.58M +104,066 +4%
Norges Bank
14
Norges Bank
Norway
$183M -$12.3M -194,193 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$179M +$3.12M +49,391 +2%
American Century Companies
16
American Century Companies
Missouri
$163M -$4.6M -72,800 -3%
Franklin Resources
17
Franklin Resources
California
$154M +$3.26M +51,529 +2%
Principal Financial Group
18
Principal Financial Group
Iowa
$150M +$8.22M +129,987 +6%
JP Morgan Chase
19
JP Morgan Chase
New York
$145M +$19M +300,628 +15%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$130M +$13.1M +207,297 +11%
Morgan Stanley
21
Morgan Stanley
New York
$117M -$8.28M -130,939 -7%
MAM
22
Magellan Asset Management
Australia
$116M +$11.8M +187,000 +11%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$112M +$23.9M +378,589 +27%
Invesco
24
Invesco
Georgia
$110M +$5.13M +81,081 +5%
DPIM
25
Duff & Phelps Investment Management
Illinois
$109M

ES Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2017, worth a combined $14.8B — up 5.7% from $14B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ES positions and 56 closed out — a net gain of 34 holders — while 209 added to existing stakes and 204 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $194M.

  • 641 institutional investors held Eversource Energy (ES) as of Q4 2017, up from 610 in Q3 2017.
  • Funds reported $14.8B of Eversource Energy stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 90 funds opened new Eversource Energy positions in Q4 2017 and 56 closed out, a net change of +34 holders.
  • The largest Eversource Energy buyer in Q4 2017 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Eversource Energy seller in Q4 2017 was Commonwealth Bank of Australia, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2017.