Empire District Electric
EDE
EDE was delisted on the 30th of December, 2016.
147 hedge funds and large institutions have $509M invested in Empire District Electric in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
4% more funds holding
Funds holding: 141 → 147 (+6)
6% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 54
19% less capital invested
Capital invested by funds: $632M → $509M (-$123M)
81% less call options, than puts
Call options by funds: $201K | Put options by funds: $1.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$5.46M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.24M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.61M |
| 4 |
Millennium Management
New York
|
+$3.07M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$19.2M |
| 2 |
TA
Teachers Advisors
New York
|
-$6.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.14M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.99M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
151
Menta Capital
San Francisco,
California
| – | -$553K | -18,600 | Closed |
|
|
AW
152
Alpha Windward
Westwood,
Massachusetts
| – | -$489K | -16,440 | Closed |
|
|
HIS
153
Horizon Investment Services
Hammond,
Indiana
| – | -$442K | -14,873 | Closed |
|
154
Nomura Holdings
Tokyo,
Japan
| – | -$353K | -12,049 | Closed |
|
155
Citadel Advisors
Miami,
Florida
| – | -$306K | -10,282 | Closed |
|
|
AI
156
Atria Investments
Charlotte,
North Carolina
| – | -$216K | -7,279 | Closed |
|
|
OSAM
157
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$25K | -828 | Closed |
|
|
NFG
158
Next Financial Group
Houston,
Texas
| – | -$7K | -250 | Closed |
|
|
DA
159
Denali Advisors
San Diego,
California
| – | -$1K | -26 | Closed |
|
EDE Hedge Fund Activity: Q1 2015 in Review
147 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Empire District Electric (EDE) for Q1 2015, worth a combined $509M — down 19% from $632M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EDE positions and 12 closed out — a net gain of 7 holders — while 51 added to existing stakes and 54 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $5.46M. The largest seller was Acadian Asset Management, cutting an estimated $19.2M.
- 147 institutional investors held Empire District Electric (EDE) as of Q1 2015, up from 141 in Q4 2014.
- Funds reported $509M of Empire District Electric stock for Q1 2015, down 19% quarter-over-quarter.
- 19 funds opened new Empire District Electric positions in Q1 2015 and 12 closed out, a net change of +7 holders.
- The largest Empire District Electric buyer in Q1 2015 was Bank of New York Mellon, an estimated $5.46M added.
- The largest Empire District Electric seller in Q1 2015 was Acadian Asset Management, an estimated $19.2M sold.
Based on aggregated 13F filings for Q1 2015.