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Edison International

778 hedge funds and large institutions have $24.4B invested in Edison International in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 308 increasing their positions, 257 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $96.7M | Put options by funds: $23.9M

20% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 257

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.36% less ownership

Funds ownership: 90.17%89.81% (-0.36%)

1% less capital invested

Capital invested by funds: $24.7B → $24.4B (-$299M)

1% less funds holding

Funds holding: 786778 (-8)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
778
Holders Change
-8
Holders Change %
-1.02%
% of All Funds
11.21%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
76
Increased
308
Reduced
257
Closed
73
Calls
$96.7M
Puts
$23.9M
Net Calls
+$72.9M
Net Calls Change
+$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
376
Bessemer Group
New Jersey
$784K +$32.1K +469 +4%
BL
377
BFSG LLC
California
$778K -$107K -1,564 -12%
KPWS
378
Kestra Private Wealth Services
Texas
$778K -$465K -6,806 -38%
FCP
379
Fidelis Capital Partners
Florida
$755K +$166K +2,429 +29%
MNBTD
380
Moody National Bank Trust Division
Texas
$748K -$68 -1 -0%
MYIA
381
Mount Yale Investment Advisors
Colorado
$742K +$26.5K +387 +4%
KAS
382
Kestra Advisory Services
Texas
$741K -$37.5K -548 -5%
USAA
383
United Services Automobile Association
Texas
$735K
FFS
384
Founders Financial Securities
Maryland
$730K -$278K -4,069 -28%
RIM
385
Rakuten Investment Management
Japan
$730K +$640K +9,366 +988%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$711K -$64.5K -943 -9%
PGFC
387
Peapack-Gladstone Financial Corp
New Jersey
$706K -$242K -3,536 -26%
MA
388
Mutual Advisors
Nebraska
$705K +$11.6K +169 +2%
EWA
389
EP Wealth Advisors
California
$701K +$40.7K +595 +6%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$695K +$172K +2,518 +34%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$685K +$27.1K +396 +4%
WP
392
Westmount Partners
California
$685K +$6.43K +94 +1%
BC
393
Burney Company
Virginia
$682K -$518K -7,577 -44%
Envestnet Portfolio Solutions
394
Envestnet Portfolio Solutions
Illinois
$679K -$549K -8,031 -46%
GFA
395
Gallagher Fiduciary Advisors
Illinois
$674K -$27.6K -404 -4%
VSQM
396
V-Square Quantitative Management
Illinois
$672K +$107K +1,564 +20%
O
397
Ossiam
France
$669K +$311K +4,543 +92%
AAS
398
Ameritas Advisory Services
Nebraska
$666K +$643K +9,411 New
MWM
399
Mission Wealth Management
California
$661K +$58.3K +853 +10%
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$659K +$21.3K +311 +3%

EIX Hedge Fund Activity: Q1 2024 in Review

778 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2024, worth a combined $24.4B — down 1.2% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EIX positions and 73 closed out — a net gain of 3 holders — while 308 added to existing stakes and 257 trimmed.

The largest buyer was State Street, adding an estimated $341M. The largest seller was Morgan Stanley, cutting an estimated $440M.

  • 778 institutional investors held Edison International (EIX) as of Q1 2024, down from 786 in Q4 2023.
  • Funds reported $24.4B of Edison International stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 76 funds opened new Edison International positions in Q1 2024 and 73 closed out, a net change of +3 holders.
  • The largest Edison International buyer in Q1 2024 was State Street, an estimated $341M added.
  • The largest Edison International seller in Q1 2024 was Morgan Stanley, an estimated $440M sold.

Based on aggregated 13F filings for Q1 2024.