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Eversource Energy

689 hedge funds and large institutions have $15.2B invested in Eversource Energy in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,102% more call options, than puts

Call options by funds: $41.9M | Put options by funds: $675K

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

132% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 47

9% more funds holding

Funds holding: 632689 (+57)

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$834M)

7% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 213

0.13% less ownership

Funds ownership: 74.46%74.33% (-0.13%)

Holders
689
Holders Change
+57
Holders Change %
+9.02%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
109
Increased
227
Reduced
213
Closed
47
Calls
$41.9M
Puts
$675K
Net Calls
+$41.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.33B +$77.3M +1,185,681 +3%
BlackRock
2
BlackRock
New York
$1.83B +$43.1M +661,442 +2%
State Street
3
State Street
Massachusetts
$1.03B +$34.2M +525,042 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$873M -$145M -2,221,240 -14%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$661M -$44.9M -689,733 -6%
Wells Fargo
6
Wells Fargo
California
$411M +$939K +14,416 +0.2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$327M -$262M -4,013,648 -44%
CSIA
8
Charles Schwab Investment Advisory
California
$304M +$676K +10,380 +0.2%
American Century Companies
9
American Century Companies
Missouri
$297M +$78.2M +1,200,309 +36%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$271M +$22.5M +344,769 +9%
Renaissance Technologies
11
Renaissance Technologies
New York
$257M +$13.5M +206,720 +6%
Northern Trust
12
Northern Trust
Illinois
$244M +$10.8M +165,733 +5%
Legal & General Group
13
Legal & General Group
United Kingdom
$225M +$12.7M +194,812 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$194M -$5.46M -83,723 -3%
MAM
15
Magellan Asset Management
Australia
$184M +$23.1M +354,280 +14%
Invesco
16
Invesco
Georgia
$167M +$9.47M +145,361 +6%
Norges Bank
17
Norges Bank
Norway
$167M +$11.8M +180,401 +8%
Franklin Resources
18
Franklin Resources
California
$157M -$1.56M -23,903 -1%
Principal Financial Group
19
Principal Financial Group
Iowa
$154M -$4.42M -67,816 -3%
CBOA
20
Commonwealth Bank of Australia
Australia
$151M +$149M +2,288,231 +6,196%
NIPH
21
NN Investment Partners Holdings
Netherlands
$133M +$6.62M +101,570 +5%
JP Morgan Chase
22
JP Morgan Chase
New York
$129M -$7.73M -118,651 -6%
Morgan Stanley
23
Morgan Stanley
New York
$124M +$32.4M +498,008 +35%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$123M -$10.6M -162,687 -8%
UBS AM
25
UBS AM
Illinois
$115M +$8.31M +127,478 +8%

ES Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2018, worth a combined $15.2B — up 5.8% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new ES positions and 47 closed out — a net gain of 62 holders — while 227 added to existing stakes and 213 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $149M. The largest seller was T. Rowe Price Associates, cutting an estimated $262M.

  • 689 institutional investors held Eversource Energy (ES) as of Q4 2018, up from 632 in Q3 2018.
  • Funds reported $15.2B of Eversource Energy stock for Q4 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Eversource Energy positions in Q4 2018 and 47 closed out, a net change of +62 holders.
  • The largest Eversource Energy buyer in Q4 2018 was Commonwealth Bank of Australia, an estimated $149M added.
  • The largest Eversource Energy seller in Q4 2018 was T. Rowe Price Associates, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2018.