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Consolidated Edison

1,074 hedge funds and large institutions have $19.5B invested in Consolidated Edison in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $115M | Put options by funds: $66.3M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.61% more ownership

Funds ownership: 65.3%65.91% (+0.61%)

5% less capital invested

Capital invested by funds: $20.5B → $19.5B (-$1.01B)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

3% less funds holding

Funds holding: 1,1111,074 (-37)

20% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 110

Holders
1,074
Holders Change
-37
Holders Change %
-3.33%
% of All Funds
17.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
362
Reduced
390
Closed
110
Calls
$115M
Puts
$66.3M
Net Calls
+$48.3M
Net Calls Change
+$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$670K -$75.2K -826 -10%
DAS
502
Dynamic Advisor Solutions
Arizona
$661K -$16.9K -186 -2%
EH
503
Equitable Holdings
New York
$659K -$35.5K -390 -5%
RAG
504
RIA Advisory Group
Iowa
$657K +$31.7K +348 +5%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$651K +$106K +1,166 +18%
JWM
506
Jeppson Wealth Management
California
$649K -$14.8K -162 -2%
PTP
507
Platform Technology Partners
New York
$648K +$2.1K +23 +0.3%
CPIA
508
Cornell Pochily Investment Advisors
New York
$643K -$32.2K -354 -4%
CL
509
Choreo LLC
Illinois
$640K +$13.8K +152 +2%
SC
510
Savant Capital
Illinois
$640K -$34.1K -374 -5%
WA
511
Wealth Alliance
New York
$635K +$273 +3 +0%
OFW
512
Omnia Family Wealth
Florida
$635K
JPWM
513
Jamison Private Wealth Management
Georgia
$627K +$668K +7,333 New
SDAM
514
Shulman DeMeo Asset Management
New York
$626K +$729 +8 +0.1%
CAMG
515
CWA Asset Management Group
Florida
$618K +$72.8K +799 +12%
DWM
516
Dakota Wealth Management
Florida
$617K +$657K +7,217 New
PA
517
Parallel Advisors
California
$616K -$44.7K -491 -6%
AIA
518
Affinity Investment Advisors
California
$611K
FPF
519
First Pacific Financial
Washington
$608K -$17.2K -189 -3%
FAP
520
Financial Advisory Partners
Florida
$608K -$30.9K -339 -5%
DADC
521
D.A. Davidson & Co
Montana
$604K +$24K +263 +4%
CSI
522
Cross Staff Investments
New York
$598K
CAM
523
Cubic Asset Management
Massachusetts
$598K
SW
524
SlateStone Wealth
Florida
$597K +$252K +2,769 +66%
BCM
525
Birmingham Capital Management
Alabama
$596K -$5.92K -65 -0.9%

ED Hedge Fund Activity: Q3 2023 in Review

1,074 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q3 2023, worth a combined $19.5B — down 5% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of ED and 88 opened new positions — a net loss of 22 holders — while 390 trimmed existing stakes and 362 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $179M. The largest seller was BlackRock, cutting an estimated $97.7M.

  • 1,074 institutional investors held Consolidated Edison (ED) as of Q3 2023, down from 1,111 in Q2 2023.
  • Funds reported $19.5B of Consolidated Edison stock for Q3 2023, down 5% quarter-over-quarter.
  • 88 funds opened new Consolidated Edison positions in Q3 2023 and 110 closed out, a net change of -22 holders.
  • The largest Consolidated Edison buyer in Q3 2023 was Cohen & Steers, an estimated $179M added.
  • The largest Consolidated Edison seller in Q3 2023 was BlackRock, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2023.