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Consolidated Edison

978 hedge funds and large institutions have $18.3B invested in Consolidated Edison in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 315 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 62

55% more call options, than puts

Call options by funds: $97.7M | Put options by funds: $62.9M

4% more funds holding

Funds holding: 938978 (+40)

2% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 309

0.27% less ownership

Funds ownership: 61.13%60.86% (-0.27%)

5% less capital invested

Capital invested by funds: $19.2B → $18.3B (-$891M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
978
Holders Change
+40
Holders Change %
+4.26%
% of All Funds
19.27%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.12%
New
118
Increased
315
Reduced
309
Closed
62
Calls
$97.7M
Puts
$62.9M
Net Calls
+$34.8M
Net Calls Change
-$2.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
751
Capital Wealth Planning
Florida
$204K
PWM
752
PBMares Wealth Management
Virginia
$203K +$201K +2,242 New
CIBC World Market
753
CIBC World Market
Ontario, Canada
$202K -$453K -5,058 -69%
PIM
754
Penobscot Investment Management
Massachusetts
$202K
BCWM
755
Blue Chip Wealth Management
Florida
$202K +$179 +2 +0.1%
GC
756
Grimes & Company
Massachusetts
$201K +$269 +3 +0.1%
SFS
757
Sowell Financial Services
Arkansas
$201K +$61K +681 +44%
HWM
758
Howard Wealth Management
Connecticut
$199K +$197K +2,200 New
DOA
759
D'Orazio & Associates
Virginia
$190K +$1.34K +15 +0.7%
SIC
760
Samalin Investment Counsel
New York
$188K +$187K +2,082 New
PMFA
761
Plante Moran Financial Advisors
Michigan
$184K +$179 +2 +0.1%
KC
762
Knuff & Co
California
$181K
PCFFS
763
Pacific Center for Financial Services
California
$181K
GEA
764
Glen Eagle Advisors
New Jersey
$181K +$33.9K +378 +23%
CAM
765
Close Asset Management
United Kingdom
$175K
AA
766
Ancora Advisors
Ohio
$174K -$24.6K -275 -13%
WT
767
Whittier Trust
California
$173K +$2.24K +25 +1%
AIS
768
Accurate Investment Solutions
Pennsylvania
$169K
WB
769
Webster Bank
Connecticut
$168K
MAM
770
Meeder Asset Management
Ohio
$163K -$387K -4,324 -71%
PCM
771
Penserra Capital Management
California
$156K -$1.45M -16,163 -90%
VFA
772
Valeo Financial Advisors
Indiana
$156K
THWM
773
Taylor Hoffman Wealth Management
Virginia
$156K +$31.4K +350 +26%
CLOS
774
Compagnie Lombard Odier SCmA
Switzerland
$154K
LFG
775
LifePlan Financial Group
Ohio
$154K

ED Hedge Fund Activity: Q4 2019 in Review

978 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q4 2019, worth a combined $18.3B — down 4.7% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new ED positions and 62 closed out — a net gain of 56 holders — while 315 added to existing stakes and 309 trimmed.

The largest buyer was Wells Fargo, adding an estimated $65.4M. The largest seller was Bank of New York Mellon, cutting an estimated $48.6M.

  • 978 institutional investors held Consolidated Edison (ED) as of Q4 2019, up from 938 in Q3 2019.
  • Funds reported $18.3B of Consolidated Edison stock for Q4 2019, down 4.7% quarter-over-quarter.
  • 118 funds opened new Consolidated Edison positions in Q4 2019 and 62 closed out, a net change of +56 holders.
  • The largest Consolidated Edison buyer in Q4 2019 was Wells Fargo, an estimated $65.4M added.
  • The largest Consolidated Edison seller in Q4 2019 was Bank of New York Mellon, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2019.