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Consolidated Edison

1,074 hedge funds and large institutions have $19.5B invested in Consolidated Edison in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 362 increasing their positions, 390 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $115M | Put options by funds: $66.3M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.61% more ownership

Funds ownership: 65.3%65.91% (+0.61%)

5% less capital invested

Capital invested by funds: $20.5B → $19.5B (-$1.01B)

7% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 390

3% less funds holding

Funds holding: 1,1111,074 (-37)

20% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 110

Holders
1,074
Holders Change
-37
Holders Change %
-3.33%
% of All Funds
17.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
362
Reduced
390
Closed
110
Calls
$115M
Puts
$66.3M
Net Calls
+$48.3M
Net Calls Change
+$5.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
826
Callan Capital
California
$207K +$221K +2,421 New
AF
827
Aldebaran Financial
$207K
FAIM
828
Financial Advocates Investment Management
Washington
$206K -$8.29K -91 -4%
KC
829
Kepos Capital
New York
$206K -$9.02K -99 -4%
SWA
830
Sax Wealth Advisors
New Jersey
$206K
BFS
831
Bradley Foster & Sargent
Connecticut
$205K
SIC
832
Sigma Investment Counselors
Michigan
$205K +$455 +5 +0.2%
NPF
833
Norris Perne & French
Michigan
$204K
APP
834
Avantax Planning Partners
Iowa
$204K +$546 +6 +0.3%
SFS
835
Stiles Financial Services
Minnesota
$204K +$1.91K +21 +0.9%
TCM
836
Towercrest Capital Management
Pennsylvania
$203K
PP
837
PDS Planning
Ohio
$203K +$216K +2,369 New
KOC
838
Koss-Olinger Consulting
Florida
$202K
BTI
839
Blue Trust Inc
Georgia
$202K +$15.6K +171 +8%
RWM
840
Ritholtz Wealth Management
New York
$202K +$215K +2,357 New
BST
841
Bath Savings Trust
Maine
$201K
SIS
842
Sound Income Strategies
Florida
$201K
RPCONE
843
Retirement Planning Company of New England
Rhode Island
$200K +$213K +2,343 New
PCMF
844
Private Capital Management (Florida)
Florida
$200K
BWM
845
Baystate Wealth Management
Massachusetts
$200K +$7.92K +87 +4%
BMC
846
Beaton Management Company
Massachusetts
$199K -$182 -2 -0.1%
CSC
847
Caldwell Sutter Capital
California
$197K +$9.65K +106 +5%
SN
848
Sittner & Nelson
Oregon
$193K +$546 +6 +0.3%
MA
849
Montag & Associates
Georgia
$190K
AIM
850
Anchor Investment Management
South Carolina
$188K

ED Hedge Fund Activity: Q3 2023 in Review

1,074 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q3 2023, worth a combined $19.5B — down 5% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of ED and 88 opened new positions — a net loss of 22 holders — while 390 trimmed existing stakes and 362 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $179M. The largest seller was BlackRock, cutting an estimated $97.7M.

  • 1,074 institutional investors held Consolidated Edison (ED) as of Q3 2023, down from 1,111 in Q2 2023.
  • Funds reported $19.5B of Consolidated Edison stock for Q3 2023, down 5% quarter-over-quarter.
  • 88 funds opened new Consolidated Edison positions in Q3 2023 and 110 closed out, a net change of -22 holders.
  • The largest Consolidated Edison buyer in Q3 2023 was Cohen & Steers, an estimated $179M added.
  • The largest Consolidated Edison seller in Q3 2023 was BlackRock, an estimated $97.7M sold.

Based on aggregated 13F filings for Q3 2023.