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EDE

Empire District Electric
EDE

Delisted

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

147 hedge funds and large institutions have $517M invested in Empire District Electric in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

15% more funds holding

Funds holding: 128147 (+19)

9% more capital invested

Capital invested by funds: $472M → $517M (+$44.8M)

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $294K

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
64
Reduced
34
Closed
6
Calls
$14K
Puts
$294K
Net Calls
-$280K
Net Calls Change
+$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$70.6M +$3.47M +149,365 +5%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$37.5M +$12.7M +546,353 +55%
BIT
3
BlackRock Institutional Trust
California
$31.8M +$1.29M +55,412 +4%
BFA
4
BlackRock Fund Advisors
California
$25.9M -$160K -6,891 -0.6%
Northern Trust
5
Northern Trust
Illinois
$24M -$402K -17,289 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.8M +$1.21M +52,102 +6%
American Century Companies
7
American Century Companies
Missouri
$22.9M -$10.9M -468,930 -33%
State Street
8
State Street
Massachusetts
$20.7M +$626K +26,923 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13M -$454K -19,518 -4%
GF
10
Gabelli Funds
New York
$11.9M +$34.9K +1,500 +0.3%
Norges Bank
11
Norges Bank
Norway
$11.2M
EBIM
12
Eagle Boston Investment Management
Massachusetts
$11M +$656K +28,219 +7%
TA
13
Teachers Advisors
New York
$10.2M +$2.05M +88,330 +27%
LCP
14
Lombardia Capital Partners
California
$9.93M -$17M -730,300 -64%
RRAM
15
River Road Asset Management
Kentucky
$8.43M -$1.04M -44,668 -11%
KCM
16
Kennedy Capital Management
Missouri
$7.32M -$194K -8,334 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.64M +$2.87M +123,434 +83%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.98M +$201K +8,636 +4%
PI
19
Putnam Investments
Massachusetts
$5.88M +$5.62M +241,800 New
TCIM
20
TIAA CREF Investment Management
New York
$5.55M -$76K -3,270 -1%
ORIO
21
Old Republic International (ORI)
Illinois
$5.4M +$349K +15,000 +7%
PP
22
Prospector Partners
Connecticut
$4.84M -$79K -3,400 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$4.82M +$4.61M +198,344 New
RFC
24
Russell Frank Company
Washington
$4.8M -$888K -38,214 -16%
Boston Partners
25
Boston Partners
Massachusetts
$4.76M -$2.07M -88,880 -31%

EDE Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Empire District Electric (EDE) for Q1 2014, worth a combined $517M — up 9.5% from $472M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EDE positions and 6 closed out — a net gain of 20 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $12.7M. The largest seller was Lombardia Capital Partners, cutting an estimated $17M.

  • 147 institutional investors held Empire District Electric (EDE) as of Q1 2014, up from 128 in Q4 2013.
  • Funds reported $517M of Empire District Electric stock for Q1 2014, up 9.5% quarter-over-quarter.
  • 26 funds opened new Empire District Electric positions in Q1 2014 and 6 closed out, a net change of +20 holders.
  • The largest Empire District Electric buyer in Q1 2014 was Acadian Asset Management, an estimated $12.7M added.
  • The largest Empire District Electric seller in Q1 2014 was Lombardia Capital Partners, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2014.