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Consolidated Edison

1,111 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: 1,0991,111 (+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
1,111
Holders Change
+12
Holders Change %
+1.09%
% of All Funds
17.44%
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
WP
776
Wedgewood Partners
Missouri
$248K -$120K -1,250 -31%
MIM
777
Morningstar Investment Management
Illinois
$248K +$262K +2,738 New
VSQM
778
V-Square Quantitative Management
Illinois
$247K +$57K +596 +28%
CWM
779
Chemistry Wealth Management
New York
$246K +$765 +8 +0.3%
TIA
780
Traphagen Investment Advisors
New Jersey
$245K +$260K +2,715 New
IFG
781
Independent Financial Group
California
$245K +$44.8K +469 +21%
CHA
782
Carmichael Hill & Associates
Maryland
$244K -$2.29K -24 -0.9%
FNBOO
783
First National Bank of Omaha
Nebraska
$244K
BP
784
Ballentine Partners
Massachusetts
$244K -$246K -2,573 -49%
TNB
785
Thomasville National Bank
Georgia
$244K
ISB
786
Iowa State Bank
Iowa
$242K -$76.5K -800 -23%
RWM
787
Revisor Wealth Management
Ohio
$241K -$10.5K -110 -4%
BLAM
788
Bourne Lent Asset Management
New York
$240K
WBC
789
West Branch Capital
Massachusetts
$240K
DOA
790
D'Orazio & Associates
Virginia
$239K +$33.1K +346 +15%
CAM
791
Columbia Asset Management
Michigan
$239K
PWP
792
Perfromance Wealth Partners
Illinois
$239K +$246K +2,570 New
PMG
793
ProVise Management Group
Florida
$238K
EWA
794
Exencial Wealth Advisors
Oklahoma
$238K +$42.5K +444 +20%
DWT
795
Dorsey & Whitney Trust
South Dakota
$238K +$3.15K +33 +1%
WG
796
Winton Group
United Kingdom
$237K +$251K +2,625 New
SA
797
Syntax Advisors
New York
$236K -$18.8K -197 -7%
VCG
798
Vantage Consulting Group
Virginia
$236K -$18.8K -197 -7%
CICI
799
Capital Investment Counsel Inc
North Carolina
$235K
HWA
800
HCR Wealth Advisors
California
$235K

ED Hedge Fund Activity: Q2 2023 in Review

1,111 of the 6,369 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.

  • 1,111 institutional investors held Consolidated Edison (ED) as of Q2 2023, up from 1,099 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.