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Consolidated Edison

1,099 hedge funds and large institutions have $22.3B invested in Consolidated Edison in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 400 increasing their positions, 340 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $126M | Put options by funds: $64.2M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 78

18% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 340

0% less funds holding

Funds holding: 1,1001,099 (-1)

0.14% less ownership

Funds ownership: 67.07%66.93% (-0.14%)

4% less capital invested

Capital invested by funds: $23.1B → $22.3B (-$824M)

Holders
1,099
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
17.51%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
103
Increased
400
Reduced
340
Closed
78
Calls
$126M
Puts
$64.2M
Net Calls
+$61.8M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
801
Nadler Financial Group
Illinois
$243K
T
802
TRUADVICE
Florida
$241K +$230K +2,451 New
WPC
803
Waters Parkerson & Co
Louisiana
$240K -$93.6K -1,000 -29%
CI
804
CX Institutional
Indiana
$240K +$32.7K +349 +16%
TBA
805
Tower Bridge Advisors
Pennsylvania
$240K
BO
806
Bank OZK
Arkansas
$240K
KA
807
Kovack Advisors
Florida
$239K -$45.8K -489 -16%
EWM
808
Endurance Wealth Management
Rhode Island
$239K
WAM
809
Winslow Asset Management
Ohio
$239K
FAIM
810
Financial Advocates Investment Management
Washington
$239K +$17.5K +187 +8%
SCM
811
Schnieders Capital Management
California
$238K +$281 +3 +0.1%
AW
812
Avion Wealth
Texas
$238K
TA
813
TFB Advisors
Kansas
$236K +$231K +2,469 New
CC
814
Cadinha & Co
Hawaii
$234K
CCA
815
Conservest Capital Advisors
Pennsylvania
$234K
GHA
816
GW Henssler & Associates
Georgia
$231K
APP
817
Avantax Planning Partners
Iowa
$230K
SWA
818
Sax Wealth Advisors
New Jersey
$230K +$225K +2,403 New
MBT
819
Montecito Bank & Trust
California
$229K
SIC
820
Sigma Investment Counselors
Michigan
$228K +$375 +4 +0.2%
NPF
821
Norris Perne & French
Michigan
$228K +$5.06K +54 +2%
TCM
822
Towercrest Capital Management
Pennsylvania
$227K
KOC
823
Koss-Olinger Consulting
Florida
$226K +$222K +2,366 New
CI
824
Conning Inc
Connecticut
$226K -$2.81K -30 -1%
BST
825
Bath Savings Trust
Maine
$225K

ED Hedge Fund Activity: Q1 2023 in Review

1,099 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q1 2023, worth a combined $22.3B — down 3.6% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ED positions and 78 closed out — a net gain of 25 holders — while 400 added to existing stakes and 340 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $425M. The largest seller was State Street, cutting an estimated $183M.

  • 1,099 institutional investors held Consolidated Edison (ED) as of Q1 2023, down from 1,100 in Q4 2022.
  • Funds reported $22.3B of Consolidated Edison stock for Q1 2023, down 3.6% quarter-over-quarter.
  • 103 funds opened new Consolidated Edison positions in Q1 2023 and 78 closed out, a net change of +25 holders.
  • The largest Consolidated Edison buyer in Q1 2023 was Envestnet Asset Management, an estimated $425M added.
  • The largest Consolidated Edison seller in Q1 2023 was State Street, an estimated $183M sold.

Based on aggregated 13F filings for Q1 2023.