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EDE

Empire District Electric
EDE

Delisted

EDE was delisted on the 30th of December, 2016.

128 hedge funds and large institutions have $472M invested in Empire District Electric in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $447M → $472M (+$25.8M)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

1% more funds holding

Funds holding: 127128 (+1)

92% less call options, than puts

Call options by funds: $39K | Put options by funds: $516K

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
3.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
43
Reduced
40
Closed
13
Calls
$39K
Puts
$516K
Net Calls
-$477K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$62.5M +$4.1M +182,381 +7%
American Century Companies
2
American Century Companies
Missouri
$32M -$9.72M -432,430 -23%
BIT
3
BlackRock Institutional Trust
California
$28.4M +$630K +28,046 +2%
LCP
4
Lombardia Capital Partners
California
$25.8M -$603K -26,843 -2%
BFA
5
BlackRock Fund Advisors
California
$24.4M -$1.64M -73,126 -6%
Northern Trust
6
Northern Trust
Illinois
$22.8M +$227K +10,125 +1%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$22.6M +$1.5M +66,714 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$21M +$319K +14,205 +2%
State Street
9
State Street
Massachusetts
$18.7M -$369K -16,444 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$17.5M -$5.41M -240,865 -24%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.6M +$441K +19,610 +4%
GF
12
Gabelli Funds
New York
$11.1M
Norges Bank
13
Norges Bank
Norway
$10.4M +$1.18M +52,647 +13%
EBIM
14
Eagle Boston Investment Management
Massachusetts
$9.58M -$28.9K -1,288 -0.3%
RRAM
15
River Road Asset Management
Kentucky
$8.88M +$8.79M +391,214 New
TA
16
Teachers Advisors
New York
$7.51M +$64.4K +2,866 +0.9%
KCM
17
Kennedy Capital Management
Missouri
$7.02M -$143K -6,353 -2%
Boston Partners
18
Boston Partners
Massachusetts
$6.46M +$244K +10,870 +4%
NAM
19
Netols Asset Management
Wisconsin
$5.91M -$636K -28,326 -10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.38M +$504K +22,432 +10%
RFC
21
Russell Frank Company
Washington
$5.36M +$1.74M +77,295 +49%
TCIM
22
TIAA CREF Investment Management
New York
$5.25M -$40.1K -1,787 -0.8%
ORIO
23
Old Republic International (ORI)
Illinois
$4.7M +$4.65M +207,000 New
PP
24
Prospector Partners
Connecticut
$4.59M +$315K +14,000 +7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$4.33M +$1.43M +63,869 +50%

EDE Hedge Fund Activity: Q4 2013 in Review

128 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Empire District Electric (EDE) for Q4 2013, worth a combined $472M — up 5.8% from $447M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EDE positions and 13 closed out — a net gain of 1 holder — while 43 added to existing stakes and 40 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $8.79M. The largest seller was American Century Companies, cutting an estimated $9.72M.

  • 128 institutional investors held Empire District Electric (EDE) as of Q4 2013, up from 127 in Q3 2013.
  • Funds reported $472M of Empire District Electric stock for Q4 2013, up 5.8% quarter-over-quarter.
  • 14 funds opened new Empire District Electric positions in Q4 2013 and 13 closed out, a net change of +1 holder.
  • The largest Empire District Electric buyer in Q4 2013 was River Road Asset Management, an estimated $8.79M added.
  • The largest Empire District Electric seller in Q4 2013 was American Century Companies, an estimated $9.72M sold.

Based on aggregated 13F filings for Q4 2013.