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Consolidated Edison

964 hedge funds and large institutions have $15.6B invested in Consolidated Edison in 2021 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 373 increasing their positions, 284 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 75

31% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 284

29% more call options, than puts

Call options by funds: $139M | Put options by funds: $107M

2% more funds holding

Funds holding: 943964 (+21)

0.12% more ownership

Funds ownership: 61.83%61.95% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $15.8B → $15.6B (-$151M)

Holders
964
Holders Change
+21
Holders Change %
+2.23%
% of All Funds
16.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
102
Increased
373
Reduced
284
Closed
75
Calls
$139M
Puts
$107M
Net Calls
+$31.6M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
826
Concord Wealth Partners
Virginia
$50K +$2.76K +36 +5%
LWA
827
Lenox Wealth Advisors
New York
$50K +$53.7K +700 New
LS
828
Leelyn Smith
Illinois
$49K +$230 +3 +0.4%
PWMG
829
Prestige Wealth Management Group
New Jersey
$48K
JWM
830
Janiczek Wealth Management
Colorado
$45K +$4.68K +61 +11%
TIM
831
Tortoise Investment Management
New York
$45K +$12.7K +166 +36%
GCM
832
Gables Capital Management
Florida
$43K -$25.9K -338 -36%
BWL
833
Bogart Wealth LLC
Virginia
$43K -$15.4K -200 -25%
GAM
834
Gemmer Asset Management
California
$43K +$3.84K +50 +9%
CA
835
Centerpoint Advisors
Massachusetts
$43K +$6.75K +88 +17%
AF
836
Allworth Financial
California
$43K +$15.5K +202 +51%
CG
837
Cutler Group
California
$42K -$431K -5,615 -90%
FF
838
FourThought Financial
Florida
$42K
EWM
839
Elmwood Wealth Management
California
$42K +$23.4K +305 +109%
TPCW
840
TD Private Client Wealth
New York
$41.7K +$2.46K +32 +6%
SCA
841
Stuart Chaussee & Associates
California
$41K
BCA
842
Berman Capital Advisors
Georgia
$41K +$1.23K +16 +3%
DAC
843
Dividend Assets Capital
South Carolina
$40K -$3.84K -50 -8%
CFFP
844
Center for Financial Planning
Michigan
$40K
SWM
845
Sugarloaf Wealth Management
Georgia
$40K
LCM
846
Logan Capital Management
Pennsylvania
$39K -$4.68K -61 -10%
GWMIA
847
Global Wealth Management Investment Advisory
Florida
$39K
TH
848
TCTC Holdings
Texas
$37K
WWMSC
849
Wagner Wealth Management (South Carolina)
South Carolina
$37K
CP
850
Castleview Partners
Texas
$37K +$40K +521 New

ED Hedge Fund Activity: Q2 2021 in Review

964 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q2 2021, worth a combined $15.6B — down 0.96% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new ED positions and 75 closed out — a net gain of 27 holders — while 373 added to existing stakes and 284 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $244M. The largest seller was BlackRock, cutting an estimated $99.5M.

  • 964 institutional investors held Consolidated Edison (ED) as of Q2 2021, up from 943 in Q1 2021.
  • Funds reported $15.6B of Consolidated Edison stock for Q2 2021, down 0.96% quarter-over-quarter.
  • 102 funds opened new Consolidated Edison positions in Q2 2021 and 75 closed out, a net change of +27 holders.
  • The largest Consolidated Edison buyer in Q2 2021 was Zimmer Partners, an estimated $244M added.
  • The largest Consolidated Edison seller in Q2 2021 was BlackRock, an estimated $99.5M sold.

Based on aggregated 13F filings for Q2 2021.