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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
AS
1001
Altshuler Shaham
Israel
$43.3K -$2.81K -30 -6%
FA
1002
Financial Avengers
California
$42.8K +$375 +4 +0.9%
WFA
1003
West Financial Advisors
Iowa
$38.5K
Commonwealth Equity Services
1004
Commonwealth Equity Services
Massachusetts
$38.4K +$986K +10,530 +3%
CNBTD
1005
Citizens National Bank Trust Department
Mississippi
$38.3K
GCM
1006
Gables Capital Management
Florida
$38.3K
HCM
1007
Hollencrest Capital Management
California
$38.3K
FWA
1008
FSC Wealth Advisors
New York
$37.3K
CAM
1009
Costello Asset Management
Pennsylvania
$36.4K
WSCM
1010
Wellington Shields Capital Management
New York
$36.4K +$94 +1 +0.3%
CFO
1011
CVA Family Office
Colorado
$35.4K +$4.21K +45 +14%
GTAM
1012
Global Trust Asset Management
Florida
$34.4K
PFA
1013
Pathway Financial Advisers
Indiana
$34K +$187 +2 +0.6%
TWC
1014
TD Waterhouse Canada
Ontario, Canada
$32.8K
BWAM
1015
Boyd Watterson Asset Management
Ohio
$32.4K
ATC
1016
Adirondack Trust Company
New York
$31.5K
PMFA
1017
Plante Moran Financial Advisors
Michigan
$31K +$281 +3 +0.9%
JWA
1018
JFS Wealth Advisors
Pennsylvania
$29K -$562 -6 -2%
AFS
1019
Annapolis Financial Services
Maryland
$28.7K
BLC
1020
Brown, Lisle/Cummings
Rhode Island
$28.7K
DSC
1021
Duncker Streett & Co
Missouri
$28.7K
VCM
1022
Versant Capital Management
Arizona
$28.6K
VWM
1023
Venturi Wealth Management
Texas
$28.1K +$27.5K +294 New
CT
1024
Colonial Trust
South Carolina
$26.3K
Bank Julius Baer & Co
1025
Bank Julius Baer & Co
Switzerland
$26K -$375 -4 -1%

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.