Consolidated Edison
1,148 hedge funds and large institutions have $21.3B invested in Consolidated Edison in 2023 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 387 increasing their positions, 398 reducing their positions, and 65 closing their positions.
135% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 65
54% more call options, than puts
Call options by funds: $124M | Put options by funds: $80.7M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
9% more capital invested
Capital invested by funds: $19.5B → $21.3B (+$1.81B)
7% more funds holding
Funds holding: 1,074 → 1,148 (+74)
1.79% more ownership
Funds ownership: 65.91% → 67.71% (+1.8%)
3% less repeat investments, than reductions
Existing positions increased: 387 | Existing positions reduced: 398
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$648M |
| 2 |
Morgan Stanley
New York
|
+$416M |
| 3 |
AIP
Atlas Infrastructure Partners
London,
United Kingdom
|
+$100M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$60.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$585M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$72.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$50.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$42.6M |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$37.3M |
ED Hedge Fund Activity: Q4 2023 in Review
1,148 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Consolidated Edison (ED) for Q4 2023, worth a combined $21.3B — up 9.3% from $19.5B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new ED positions and 65 closed out — a net gain of 88 holders — while 387 added to existing stakes and 398 trimmed.
The largest buyer was Bank of America, adding an estimated $648M. The largest seller was BlackRock, cutting an estimated $585M.
- 1,148 institutional investors held Consolidated Edison (ED) as of Q4 2023, up from 1,074 in Q3 2023.
- Funds reported $21.3B of Consolidated Edison stock for Q4 2023, up 9.3% quarter-over-quarter.
- 153 funds opened new Consolidated Edison positions in Q4 2023 and 65 closed out, a net change of +88 holders.
- The largest Consolidated Edison buyer in Q4 2023 was Bank of America, an estimated $648M added.
- The largest Consolidated Edison seller in Q4 2023 was BlackRock, an estimated $585M sold.
Based on aggregated 13F filings for Q4 2023.