We are live on ! Find out more
EIX icon

Edison International

569 hedge funds and large institutions have $18.9B invested in Edison International in 2016 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $16.2B → $18.9B (+$2.78B)

13% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 187

7% more funds holding

Funds holding: 530569 (+39)

1.45% more ownership

Funds ownership: 82.07%83.52% (+1.5%)

17% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $35.8M

Holders
569
Holders Change
+39
Holders Change %
+7.36%
% of All Funds
15.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
81
Increased
211
Reduced
187
Closed
41
Calls
$29.6M
Puts
$35.8M
Net Calls
-$6.12M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$859K -$90.2K -1,391 -10%
CBN
327
Cadence Bank NA
Texas
$859K
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$842K +$721K +11,123 +1,614%
AT
329
Arden Trust
Delaware
$838K +$29.9K +461 +4%
AB
330
Amalgamated Bank
New York
$838K +$201K +3,097 +36%
Federated Hermes
331
Federated Hermes
Pennsylvania
$835K +$118K +1,820 +19%
Citadel Advisors
332
Citadel Advisors
Florida
$820K -$36.6M -564,951 -98%
VIA
333
Vantage Investment Advisors
Pennsylvania
$804K
AF
334
Allworth Financial
California
$751K +$19.5K +300 +3%
CSIC
335
Clifford Swan Investment Counsel
California
$742K +$10.2K +158 +2%
CA
336
Commerzbank Aktiengesellschaft
Germany
$737K -$943K -14,544 -59%
CS
337
Candriam SCA
Luxembourg
$737K +$220K +3,389 +49%
ASN
338
Advisory Services Network
Georgia
$716K +$624K +9,626 +2,831%
BIM
339
BRC Investment Management
Colorado
$713K +$643K +9,915 New
CBB
340
Citizens Business Bank
California
$704K -$8.17K -126 -1%
Squarepoint
341
Squarepoint
New York
$701K -$799K -12,325 -56%
TMAM
342
Tokio Marine Asset Management
Japan
$701K
OMCS
343
Old Mutual Customised Solutions
South Africa
$697K
Loomis, Sayles & Company
344
Loomis, Sayles & Company
Massachusetts
$673K -$111K -1,704 -15%
DADC
345
D.A. Davidson & Co
Montana
$655K -$11.3K -175 -2%
MCM
346
Murphy Capital Management
New Jersey
$645K +$11.1K +171 +2%
BRWA
347
B. Riley Wealth Advisors
Florida
$636K -$117K -1,799 -17%
TG
348
TLP Group
Illinois
$625K +$229K +3,527 +68%
ECM
349
Element Capital Management
New York
$623K -$145K -2,234 -20%
CFG
350
Citizens Financial Group
Rhode Island
$611K -$78.1K -1,205 -12%

EIX Hedge Fund Activity: Q1 2016 in Review

569 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2016, worth a combined $18.9B — up 17% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EIX positions and 41 closed out — a net gain of 40 holders — while 211 added to existing stakes and 187 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $361M. The largest seller was JP Morgan Chase, cutting an estimated $432M.

  • 569 institutional investors held Edison International (EIX) as of Q1 2016, up from 530 in Q4 2015.
  • Funds reported $18.9B of Edison International stock for Q1 2016, up 17% quarter-over-quarter.
  • 81 funds opened new Edison International positions in Q1 2016 and 41 closed out, a net change of +40 holders.
  • The largest Edison International buyer in Q1 2016 was Royal London Asset Management, an estimated $361M added.
  • The largest Edison International seller in Q1 2016 was JP Morgan Chase, an estimated $432M sold.

Based on aggregated 13F filings for Q1 2016.