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Consolidated Edison

865 hedge funds and large institutions have $14.9B invested in Consolidated Edison in 2017 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 280 increasing their positions, 267 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 58

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more funds holding

Funds holding: 818865 (+47)

5% more capital invested

Capital invested by funds: $14.1B → $14.9B (+$776M)

5% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 267

0.36% more ownership

Funds ownership: 56.56%56.91% (+0.36%)

47% less call options, than puts

Call options by funds: $57M | Put options by funds: $107M

Holders
865
Holders Change
+47
Holders Change %
+5.75%
% of All Funds
19.62%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
113
Increased
280
Reduced
267
Closed
58
Calls
$57M
Puts
$107M
Net Calls
-$50M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
526
Ipswich Investment Management
Massachusetts
$414K
FAIM
527
Financial Advocates Investment Management
Washington
$413K +$417K +4,855 New
CAG
528
Csenge Advisory Group
Florida
$403K +$407K +4,741 New
AP
529
Appleton Partners
Massachusetts
$402K -$51.6K -600 -11%
IR
530
Invictus RG
Bermuda
$402K +$386K +4,495 +1,857%
SC
531
Sawyer & Company
Massachusetts
$402K +$407K +4,737 New
LS
532
Livforsakringsbolaget Skandia
Sweden
$400K -$687K -8,000 -63%
MIFH
533
Migdal Insurance & Financial Holdings
Israel
$400K -$9.88K -115 -2%
CONA
534
Capital One National Association
New York
$399K -$687 -8 -0.2%
FG
535
Fiduciary Group
Georgia
$396K
CCA
536
Checchi Capital Advisers
California
$396K +$2.06K +24 +0.5%
ST
537
Smithfield Trust
Pennsylvania
$395K
LCM
538
Lucas Capital Management
New Jersey
$391K
UBV
539
United Bank (Virginia)
Virginia
$391K +$395K +4,600 New
PI
540
Putnam Investments
Massachusetts
$390K -$85.9K -1,000 -18%
FWCM
541
Ferguson Wellman Capital Management
Oregon
$388K
DWM
542
Doyle Wealth Management
Florida
$383K +$12.3K +143 +3%
DTL
543
Dynamic Technology Lab
Singapore
$383K +$138K +1,603 +55%
FHA
544
Flagship Harbor Advisors
Massachusetts
$382K +$5.93K +69 +2%
LFAS
545
Level Four Advisory Services
Texas
$382K +$77.2K +899 +25%
SI
546
SII Investments
Wisconsin
$380K -$124K -1,446 -24%
GAG
547
GM Advisory Group
New York
$380K
GT
548
Greenleaf Trust
Michigan
$378K +$14.7K +171 +4%
DWA
549
Douglass Winthrop Advisors
New York
$376K +$7.73K +90 +2%
JWBC
550
J.W. Burns & Co
New York
$369K -$5.07K -59 -1%

ED Hedge Fund Activity: Q4 2017 in Review

865 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q4 2017, worth a combined $14.9B — up 5.5% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ED positions and 58 closed out — a net gain of 55 holders — while 280 added to existing stakes and 267 trimmed.

The largest buyer was APG Asset Management, adding an estimated $99.1M. The largest seller was Federated Hermes, cutting an estimated $212M.

  • 865 institutional investors held Consolidated Edison (ED) as of Q4 2017, up from 818 in Q3 2017.
  • Funds reported $14.9B of Consolidated Edison stock for Q4 2017, up 5.5% quarter-over-quarter.
  • 113 funds opened new Consolidated Edison positions in Q4 2017 and 58 closed out, a net change of +55 holders.
  • The largest Consolidated Edison buyer in Q4 2017 was APG Asset Management, an estimated $99.1M added.
  • The largest Consolidated Edison seller in Q4 2017 was Federated Hermes, an estimated $212M sold.

Based on aggregated 13F filings for Q4 2017.