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Edison International

590 hedge funds and large institutions have $17.7B invested in Edison International in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 212 increasing their positions, 203 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $88.3M | Put options by funds: $53.6M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 203

2.12% less ownership

Funds ownership: 91.19%89.07% (-2.1%)

8% less funds holding

Funds holding: 638590 (-48)

28% less capital invested

Capital invested by funds: $24.7B → $17.7B (-$6.95B)

36% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 105

Holders
590
Holders Change
-48
Holders Change %
-7.52%
% of All Funds
13%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
67
Increased
212
Reduced
203
Closed
105
Calls
$88.3M
Puts
$53.6M
Net Calls
+$34.7M
Net Calls Change
+$94.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
426
Community Bank
New York
$170K
EP
427
Eudaimonia Partners
Tennessee
$170K +$10.5K +152 +5%
Fuller & Thaler Asset Management
428
Fuller & Thaler Asset Management
California
$167K
RIM
429
Rampart Investment Management
Connecticut
$165K -$1.11M -15,949 -84%
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$164K
EWM
431
Endurance Wealth Management
Rhode Island
$164K
VRM
432
Vectors Research Management
New York
$164K
FWM
433
Focused Wealth Management
New York
$156K
CTC
434
Central Trust Company
Missouri
$152K
PA
435
Parallel Advisors
California
$145K +$16.4K +237 +10%
CAN
436
Claraphi Advisory Network
United States
$141K +$179K +2,582 New
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$138K -$33.5K -484 -16%
ZB
438
Zions Bancorporation
Utah
$132K -$39.6K -572 -19%
SWA
439
Sutton Wealth Advisors
Florida
$127K -$208 -3 -0.1%
GWM
440
Geneos Wealth Management
Colorado
$123K -$1.04K -15 -0.7%
HR
441
Howe & Rusling
New York
$117K -$436K -6,298 -75%
QCG
442
Quadrant Capital Group
Ohio
$107K -$63.6K -918 -32%
CAW
443
Cornerstone Advisors (Washington)
Washington
$106K +$11.2K +161 +9%
APA
444
American Portfolios Advisors
New York
$103K +$13K +188 +11%
PCM
445
Penserra Capital Management
California
$100K -$24.5K -354 -17%
PA
446
Procyon Advisors
Connecticut
$96K +$2.29K +33 +2%
Rockefeller Capital Management
447
Rockefeller Capital Management
New York
$94K +$27.8K +401 +30%
Federated Hermes
448
Federated Hermes
Pennsylvania
$91K -$7.31M -105,485 -98%
JFA
449
JNBA Financial Advisors
Minnesota
$90K
ARMT
450
Amica Retiree Medical Trust
Rhode Island
$85K

EIX Hedge Fund Activity: Q1 2020 in Review

590 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2020, worth a combined $17.7B — down 28% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EIX and 67 opened new positions — a net loss of 38 holders — while 203 trimmed existing stakes and 212 added.

The largest buyer was ClearBridge Investments, adding an estimated $133M. The largest seller was T. Rowe Price Associates, cutting an estimated $338M.

  • 590 institutional investors held Edison International (EIX) as of Q1 2020, down from 638 in Q4 2019.
  • Funds reported $17.7B of Edison International stock for Q1 2020, down 28% quarter-over-quarter.
  • 67 funds opened new Edison International positions in Q1 2020 and 105 closed out, a net change of -38 holders.
  • The largest Edison International buyer in Q1 2020 was ClearBridge Investments, an estimated $133M added.
  • The largest Edison International seller in Q1 2020 was T. Rowe Price Associates, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2020.