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EDE

Empire District Electric
EDE

Delisted

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

150 hedge funds and large institutions have $548M invested in Empire District Electric in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

6% more capital invested

Capital invested by funds: $517M → $548M (+$31.2M)

2% more funds holding

Funds holding: 147150 (+3)

91% less call options, than puts

Call options by funds: $3K | Put options by funds: $33K

Holders
150
Holders Change
+3
Holders Change %
+2.04%
% of All Funds
4.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
55
Reduced
49
Closed
16
Calls
$3K
Puts
$33K
Net Calls
-$30K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.2M +$6.27M +258,816 +9%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$39.5M -$43.3K -1,790 -0.1%
BIT
3
BlackRock Institutional Trust
California
$33.4M -$177K -7,302 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.7M +$2.48M +102,364 +10%
BFA
5
BlackRock Fund Advisors
California
$25M -$2.29M -94,493 -9%
Northern Trust
6
Northern Trust
Illinois
$23.9M -$1.36M -56,060 -6%
Norges Bank
7
Norges Bank
Norway
$23.6M +$11.1M +459,429 +100%
State Street
8
State Street
Massachusetts
$21.8M -$59K -2,438 -0.3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.4M -$290K -11,992 -2%
GF
10
Gabelli Funds
New York
$13M +$446K +18,438 +4%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$12.2M +$7.43M +307,039 +184%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$11.1M -$405K -16,739 -4%
PI
13
Putnam Investments
Massachusetts
$11M +$4.51M +186,300 +77%
TA
14
Teachers Advisors
New York
$10.7M -$68K -2,808 -0.7%
First Trust Advisors
15
First Trust Advisors
Illinois
$8.49M +$3.2M +132,356 +67%
KCM
16
Kennedy Capital Management
Missouri
$7.79M +$55K +2,273 +0.8%
RRAM
17
River Road Asset Management
Kentucky
$7.29M -$1.52M -62,834 -18%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.24M +$223K +9,204 +3%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.83M +$2.08M +86,100 +48%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$6.83M +$3.47M +143,476 +117%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.64M +$307K +12,683 +5%
TCIM
22
TIAA CREF Investment Management
New York
$5.71M -$135K -5,558 -2%
ORIO
23
Old Republic International (ORI)
Illinois
$5.7M
PP
24
Prospector Partners
Connecticut
$5.35M +$228K +9,400 +5%
RFC
25
Russell Frank Company
Washington
$4.85M

EDE Hedge Fund Activity: Q2 2014 in Review

150 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Empire District Electric (EDE) for Q2 2014, worth a combined $548M — up 6% from $517M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EDE positions and 16 closed out — a net gain of 3 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was Norges Bank, adding an estimated $11.1M. The largest seller was American Century Companies, exiting entirely with an estimated $22.9M sold.

  • 150 institutional investors held Empire District Electric (EDE) as of Q2 2014, up from 147 in Q1 2014.
  • Funds reported $548M of Empire District Electric stock for Q2 2014, up 6% quarter-over-quarter.
  • 19 funds opened new Empire District Electric positions in Q2 2014 and 16 closed out, a net change of +3 holders.
  • The largest Empire District Electric buyer in Q2 2014 was Norges Bank, an estimated $11.1M added.
  • The largest Empire District Electric seller in Q2 2014 was American Century Companies, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2014.