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Edison International

644 hedge funds and large institutions have $16.9B invested in Edison International in 2017 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

5% more funds holding

Funds holding: 616644 (+28)

10% more call options, than puts

Call options by funds: $83.6M | Put options by funds: $76.3M

0.71% more ownership

Funds ownership: 81.54%82.25% (+0.71%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $20.5B → $16.9B (-$3.56B)

Holders
644
Holders Change
+28
Holders Change %
+4.55%
% of All Funds
14.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
105
Increased
243
Reduced
186
Closed
72
Calls
$83.6M
Puts
$76.3M
Net Calls
+$7.33M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
426
Reilly Financial Advisors
California
$398K +$381 +5 +0.1%
MSR
427
Main Street Research
Connecticut
$394K
JFL
428
Jarislowsky, Fraser Ltd
Quebec, Canada
$392K +$213K +2,797 +82%
WP
429
WealthSource Partners
California
$389K +$470K +6,158 New
TRCT
430
Tower Research Capital (TRC)
New York
$383K +$415K +5,435 +872%
VCM
431
Vision Capital Management
Oregon
$379K
SF
432
Synovus Financial
Georgia
$378K +$16.9K +221 +4%
AP
433
Advisor Partners
California
$376K -$307K -4,023 -40%
CFG
434
Citizens Financial Group
Rhode Island
$375K -$59.6K -781 -12%
ZIC
435
ZWJ Investment Counsel
Georgia
$375K
CCB
436
Cutter & Co Brokerage
Missouri
$371K +$94.2K +1,235 +27%
FAIM
437
Financial Advocates Investment Management
Washington
$369K +$445K +5,833 New
HWM
438
Holloway Wealth Management
Florida
$367K
Envestnet Asset Management
439
Envestnet Asset Management
Illinois
$363K -$185K -2,420 -30%
ECM
440
Estabrook Capital Management
New York
$357K
6M
441
6 Meridian
Kansas
$356K +$429K +5,623 New
CLOS
442
Compagnie Lombard Odier SCmA
Switzerland
$348K +$232K +3,043 +124%
VDI
443
Vaughan David Investments
Illinois
$347K
FAAS
444
First Allied Advisory Services
California
$346K +$118K +1,546 +39%
RWG
445
Regal Wealth Group
California
$344K
OC
446
Oppenheimer & Co
New York
$342K +$412K +5,402 New
MCM
447
MAI Capital Management
Ohio
$339K +$3.74K +49 +0.9%
Schroder Investment Management Group
448
Schroder Investment Management Group
United Kingdom
$338K +$23K +302 +6%
HNB
449
Huntington National Bank
Ohio
$324K -$20.2K -265 -5%
CA
450
Commerzbank Aktiengesellschaft
Germany
$312K +$377K +4,936 New

EIX Hedge Fund Activity: Q4 2017 in Review

644 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2017, worth a combined $16.9B — down 17% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new EIX positions and 72 closed out — a net gain of 33 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $752M. The largest seller was JP Morgan Chase, cutting an estimated $416M.

  • 644 institutional investors held Edison International (EIX) as of Q4 2017, up from 616 in Q3 2017.
  • Funds reported $16.9B of Edison International stock for Q4 2017, down 17% quarter-over-quarter.
  • 105 funds opened new Edison International positions in Q4 2017 and 72 closed out, a net change of +33 holders.
  • The largest Edison International buyer in Q4 2017 was Wellington Management Group, an estimated $752M added.
  • The largest Edison International seller in Q4 2017 was JP Morgan Chase, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2017.