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Consolidated Edison

1,030 hedge funds and large institutions have $20.1B invested in Consolidated Edison in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 409 increasing their positions, 290 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 290

6% more call options, than puts

Call options by funds: $110M | Put options by funds: $104M

0.71% more ownership

Funds ownership: 65.62%66.33% (+0.71%)

4% less funds holding

Funds holding: 1,0731,030 (-43)

9% less capital invested

Capital invested by funds: $22B → $20.1B (-$1.92B)

24% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 101

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
1,030
Holders Change
-43
Holders Change %
-4.01%
% of All Funds
17.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
77
Increased
409
Reduced
290
Closed
101
Calls
$110M
Puts
$104M
Net Calls
+$6.45M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
401
RWA Wealth Partners
Massachusetts
$923K
XT
402
XTX Topco
Cayman Islands
$919K +$1.03M +10,712 New
PMIA
403
Patrick Mauro Investment Advisor
Illinois
$913K +$1.03M +10,643 New
FMWA
404
Forvis Mazars Wealth Advisors
Missouri
$898K -$22.7K -235 -2%
LIM
405
Leavell Investment Management
Alabama
$896K
EWM
406
Evercore Wealth Management
New York
$879K
PAM
407
Pegasus Asset Management
New York
$878K
TT
408
TI-Trust
Illinois
$876K
DAS
409
Dynamic Advisor Solutions
Arizona
$875K +$140K +1,456 +17%
MIAN
410
Mariner Independent Advisor Network
Kansas
$873K -$23.1K -239 -2%
DC
411
Davenport & Co
Virginia
$871K +$20.2K +209 +2%
MMG
412
Monetary Management Group
Missouri
$870K -$24.1K -250 -2%
CTC
413
Central Trust Company
Missouri
$869K
EIA
414
Edgemoor Investment Advisors
Maryland
$865K
HI
415
Hendershot Investments
Virginia
$859K -$31.4K -325 -3%
HTC
416
Haverford Trust Company
Pennsylvania
$855K +$214K +2,214 +29%
CG
417
Caprock Group
Idaho
$846K +$143K +1,486 +18%
GVAG
418
Great Valley Advisor Group
Delaware
$845K +$76.7K +795 +9%
TW
419
TrinityPoint Wealth
Connecticut
$843K +$34.1K +353 +4%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$837K +$151K +1,560 +19%
SS
421
Simplicity Solutions
Minnesota
$831K -$282K -2,921 -23%
CA
422
Cetera Advisors
Colorado
$826K -$97K -1,005 -9%
PAS
423
Park Avenue Securities
New York
$826K +$219K +2,269 +31%
JPLA
424
Joseph P. Lucia & Associates
New York
$824K +$10.4K +108 +1%
MAM
425
Mystic Asset Management
Rhode Island
$817K +$6.75K +70 +0.7%

ED Hedge Fund Activity: Q3 2022 in Review

1,030 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q3 2022, worth a combined $20.1B — down 8.7% from $22B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of ED and 77 opened new positions — a net loss of 24 holders — while 290 trimmed existing stakes and 409 added.

The largest buyer was Deutsche Bank, adding an estimated $229M. The largest seller was Lazard Asset Management, cutting an estimated $202M.

  • 1,030 institutional investors held Consolidated Edison (ED) as of Q3 2022, down from 1,073 in Q2 2022.
  • Funds reported $20.1B of Consolidated Edison stock for Q3 2022, down 8.7% quarter-over-quarter.
  • 77 funds opened new Consolidated Edison positions in Q3 2022 and 101 closed out, a net change of -24 holders.
  • The largest Consolidated Edison buyer in Q3 2022 was Deutsche Bank, an estimated $229M added.
  • The largest Consolidated Edison seller in Q3 2022 was Lazard Asset Management, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2022.