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Eversource Energy

632 hedge funds and large institutions have $14.4B invested in Eversource Energy in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 213 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,691% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $958K

16% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 55

4% more capital invested

Capital invested by funds: $13.8B → $14.4B (+$590M)

1% more funds holding

Funds holding: 628632 (+4)

0.15% more ownership

Funds ownership: 74.31%74.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 213

Holders
632
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
14.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
203
Reduced
213
Closed
55
Calls
$17.2M
Puts
$958K
Net Calls
+$16.2M
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.13B +$26.7M +436,242 +1%
BlackRock
2
BlackRock
New York
$1.69B +$34.4M +562,968 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$961M +$59.6M +973,192 +7%
State Street
4
State Street
Massachusetts
$941M +$15.9M +260,580 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$667M -$12.2M -198,733 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$556M -$257M -4,195,693 -32%
Wells Fargo
7
Wells Fargo
California
$388M -$3.31M -54,155 -0.9%
CSIA
8
Charles Schwab Investment Advisory
California
$286M +$4.39M +71,799 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$235M +$7.14M +116,694 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$230M +$30.2M +494,200 +15%
Northern Trust
11
Northern Trust
Illinois
$220M -$238K -3,897 -0.1%
American Century Companies
12
American Century Companies
Missouri
$207M +$1.15M +18,739 +0.6%
Legal & General Group
13
Legal & General Group
United Kingdom
$201M +$10.9M +178,885 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$188M +$8.54M +139,601 +5%
Citadel Advisors
15
Citadel Advisors
Florida
$152M +$139M +2,270,599 +1,089%
MAM
16
Magellan Asset Management
Australia
$152M -$193K -3,162 -0.1%
Franklin Resources
17
Franklin Resources
California
$150M +$596K +9,747 +0.4%
Principal Financial Group
18
Principal Financial Group
Iowa
$149M +$1.87M +30,620 +1%
Invesco
19
Invesco
Georgia
$149M -$15.1M -247,443 -9%
Norges Bank
20
Norges Bank
Norway
$146M
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$132M +$26.7M +437,100 +26%
JP Morgan Chase
22
JP Morgan Chase
New York
$129M +$4.71M +76,996 +4%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$126M +$4.11M +67,132 +3%
Ameriprise
24
Ameriprise
Minnesota
$108M +$19M +309,703 +22%
DPIM
25
Duff & Phelps Investment Management
Illinois
$106M

ES Hedge Fund Activity: Q3 2018 in Review

632 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2018, worth a combined $14.4B — up 4.3% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new ES positions and 55 closed out — a net gain of 9 holders — while 203 added to existing stakes and 213 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 632 institutional investors held Eversource Energy (ES) as of Q3 2018, up from 628 in Q2 2018.
  • Funds reported $14.4B of Eversource Energy stock for Q3 2018, up 4.3% quarter-over-quarter.
  • 64 funds opened new Eversource Energy positions in Q3 2018 and 55 closed out, a net change of +9 holders.
  • The largest Eversource Energy buyer in Q3 2018 was Citadel Advisors, an estimated $139M added.
  • The largest Eversource Energy seller in Q3 2018 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2018.