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Consolidated Edison

1,099 hedge funds and large institutions have $22.3B invested in Consolidated Edison in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 400 increasing their positions, 340 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $126M | Put options by funds: $64.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 78

18% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 340

0% less funds holding

Funds holding: 1,1001,099 (-1)

0.14% less ownership

Funds ownership: 67.07%66.93% (-0.14%)

4% less capital invested

Capital invested by funds: $23.1B → $22.3B (-$824M)

Holders
1,099
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
17.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
103
Increased
400
Reduced
340
Closed
78
Calls
$126M
Puts
$64.2M
Net Calls
+$61.8M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Palumbo Wealth Management
New York
$1.08M -$62K -662 -6%
BI
402
Ballast Inc
Kentucky
$1.08M +$38K +406 +4%
BC
403
BIT Capital
Germany
$1.08M +$1.06M +11,274 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$73.6K +786 +8%
RWP
405
RWA Wealth Partners
Massachusetts
$1.07M +$656 +7 +0.1%
BL
406
Balentine LLC
Georgia
$1.07M -$273K -2,915 -21%
NMIMC
407
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M +$3K +32 +0.3%
IA
408
Icon Advisers
Colorado
$1.06M +$1.04M +11,100 New
SFSG
409
Sound Financial Strategies Group
Mississippi
$1.04M -$38.4K -410 -4%
BBVA
410
Banco Bilbao Vizcaya Argentaria
Spain
$1.04M +$185K +1,971 +22%
CA
411
Cetera Advisors
Colorado
$1.02M -$29.8K -318 -3%
TRCT
412
Tower Research Capital (TRC)
New York
$1.02M -$444K -4,738 -31%
PMIA
413
Patrick Mauro Investment Advisor
Illinois
$1.02M -$3.09K -33 -0.3%
XT
414
XTX Topco
Cayman Islands
$1.01M +$992K +10,591 New
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$1M
IAIM
416
Industrial Alliance Investment Management
Quebec, Canada
$993K +$972K +10,382 New
WB
417
WesBanco Bank
West Virginia
$992K
UCFA
418
United Capital Financial Advisors
Texas
$982K -$119K -1,272 -11%
EWM
419
Evercore Wealth Management
New York
$981K +$843 +9 +0.1%
PAM
420
Pegasus Asset Management
New York
$980K
GSC
421
G&S Capital
Colorado
$980K +$48.2K +515 +5%
TT
422
TI-Trust
Illinois
$977K
S
423
SignatureFD
Georgia
$976K +$13.3K +142 +1%
BFG
424
Bleakley Financial Group
New Jersey
$974K +$258K +2,754 +37%
HTC
425
Haverford Trust Company
Pennsylvania
$974K +$26.3K +281 +3%

ED Hedge Fund Activity: Q1 2023 in Review

1,099 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q1 2023, worth a combined $22.3B — down 3.6% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ED positions and 78 closed out — a net gain of 25 holders — while 400 added to existing stakes and 340 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $425M. The largest seller was State Street, cutting an estimated $183M.

  • 1,099 institutional investors held Consolidated Edison (ED) as of Q1 2023, down from 1,100 in Q4 2022.
  • Funds reported $22.3B of Consolidated Edison stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 103 funds opened new Consolidated Edison positions in Q1 2023 and 78 closed out, a net change of +25 holders.
  • The largest Consolidated Edison buyer in Q1 2023 was Envestnet Asset Management, an estimated $425M added.
  • The largest Consolidated Edison seller in Q1 2023 was State Street, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2023.