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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
EVM
701
Evelyn V. Moreno
$332K
ADL
702
Asset Dedication LLC
California
$329K +$96 +1 +0%
MWPCG
703
Measured Wealth Private Client Group
New Hampshire
$329K +$348K +3,639 New
AA
704
Addison Advisors
Vermont
$328K -$35.7K -373 -9%
NAM
705
NTV Asset Management
West Virginia
$325K
ALAM
706
Asahi Life Asset Management
Japan
$324K +$342K +3,580 New
KPWS
707
Kestra Private Wealth Services
Texas
$321K -$26.7K -279 -7%
CFB
708
Cullen/Frost Bankers
Texas
$321K -$95.6K -1,000 -22%
IPW
709
Impact Partnership Wealth
Georgia
$320K +$338K +3,535 New
PFSC
710
Peoples Financial Services Corp
Pennsylvania
$319K
CAM
711
Centre Asset Management
New York
$319K
VBCG
712
Valley Brook Capital Group
Pennsylvania
$316K -$38.2K -400 -10%
NSIM
713
North Star Investment Management
Illinois
$315K
RWP
714
Revolve Wealth Partners
New Jersey
$314K +$42.2K +441 +15%
CWM
715
Campbell Wealth Management
Virginia
$313K
CPA
716
Court Place Advisors
Maryland
$312K -$28.7K -300 -8%
FPWM
717
FSB Premier Wealth Management
Iowa
$311K
BBNB
718
Baker Boyer National Bank
Washington
$310K
ST
719
Smithfield Trust
Pennsylvania
$309K -$35.9K -375 -10%
CWS
720
Confluence Wealth Services
Pennsylvania
$307K +$956 +10 +0.3%
MSFP
721
Mark Sheptoff Financial Planning
Connecticut
$307K
SW
722
SkyOak Wealth
Michigan
$307K
JCM
723
Jacobi Capital Management
Pennsylvania
$306K +$20.9K +219 +7%
WTC
724
WhitTier Trust Company
Nevada
$304K +$19.1K +200 +6%
HIC
725
Holderness Investments Company
North Carolina
$303K

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.