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Consolidated Edison

1,112 hedge funds and large institutions have $20.5B invested in Consolidated Edison in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 396 increasing their positions, 389 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $89.5M | Put options by funds: $46.4M

25% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 81

1% more funds holding

Funds holding: 1,1001,112 (+12)

2% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 389

1.63% less ownership

Funds ownership: 66.93%65.3% (-1.6%)

8% less capital invested

Capital invested by funds: $22.3B → $20.5B (-$1.79B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
1,112
Holders Change
+12
Holders Change %
+1.09%
% of All Funds
17.46%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
101
Increased
396
Reduced
389
Closed
81
Calls
$89.5M
Puts
$46.4M
Net Calls
+$43.1M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$720K -$220K -2,300 -22%
DAS
502
Dynamic Advisor Solutions
Arizona
$715K -$359K -3,758 -32%
CPIA
503
Cornell Pochily Investment Advisors
New York
$711K +$1.43K +15 +0.2%
SC
504
Savant Capital
Illinois
$710K -$105K -1,096 -12%
IA
505
IFP Advisors
Florida
$707K +$36K +377 +5%
DI
506
DFPG Investments
Utah
$701K -$838K -8,766 -54%
JWM
507
Jeppson Wealth Management
California
$701K -$15.6K -163 -2%
PTP
508
Platform Technology Partners
New York
$699K -$1.15K -12 -0.2%
PA
509
Parallel Advisors
California
$696K -$81.2K -849 -10%
LWP
510
LMG Wealth Partners
Louisiana
$688K +$60.4K +632 +9%
DPIM
511
Duff & Phelps Investment Management
Illinois
$683K +$55.9K +585 +8%
FAP
512
Financial Advisory Partners
Florida
$673K -$11K -115 -2%
WA
513
Wealth Alliance
New York
$671K -$57.1K -597 -7%
OFW
514
Omnia Family Wealth
Florida
$671K
WT
515
Washington Trust
Rhode Island
$669K -$956 -10 -0.1%
CL
516
Choreo LLC
Illinois
$663K -$9.37K -98 -1%
RAG
517
RIA Advisory Group
Iowa
$663K +$202K +2,113 +40%
GT
518
Greenleaf Trust
Michigan
$663K -$59.2K -619 -8%
SDAM
519
Shulman DeMeo Asset Management
New York
$661K +$669 +7 +0.1%
FPF
520
First Pacific Financial
Washington
$660K +$4.3K +45 +0.6%
TC
521
TownSquare Capital
Utah
$652K -$464K -4,853 -40%
AIA
522
Affinity Investment Advisors
California
$645K
TCA
523
Transcend Capital Advisors
New Jersey
$645K +$20.7K +217 +3%
TRCT
524
Tower Research Capital (TRC)
New York
$640K -$344K -3,595 -34%
BCM
525
Birmingham Capital Management
Alabama
$636K

ED Hedge Fund Activity: Q2 2023 in Review

1,112 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q2 2023, worth a combined $20.5B — down 8% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new ED positions and 81 closed out — a net gain of 20 holders — while 396 added to existing stakes and 389 trimmed.

The largest buyer was Barclays, adding an estimated $46M. The largest seller was Envestnet Asset Management, cutting an estimated $422M.

  • 1,112 institutional investors held Consolidated Edison (ED) as of Q2 2023, up from 1,100 in Q1 2023.
  • Funds reported $20.5B of Consolidated Edison stock for Q2 2023, down 8% quarter-over-quarter.
  • 101 funds opened new Consolidated Edison positions in Q2 2023 and 81 closed out, a net change of +20 holders.
  • The largest Consolidated Edison buyer in Q2 2023 was Barclays, an estimated $46M added.
  • The largest Consolidated Edison seller in Q2 2023 was Envestnet Asset Management, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2023.