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Edison International

786 hedge funds and large institutions have $24.7B invested in Edison International in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 265 increasing their positions, 297 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

31% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $42.2M

15% more capital invested

Capital invested by funds: $21.4B → $24.7B (+$3.31B)

3% more funds holding

Funds holding: 762786 (+24)

2.05% more ownership

Funds ownership: 88.12%90.17% (+2.1%)

11% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 297

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
786
Holders Change
+24
Holders Change %
+3.15%
% of All Funds
11.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
106
Increased
265
Reduced
297
Closed
71
Calls
$55.2M
Puts
$42.2M
Net Calls
+$13M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
426
Quantinno Capital Management
New York
$533K -$181K -2,761 -27%
PFA
427
Pure Financial Advisors
California
$529K -$145K -2,202 -23%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$522K -$9K -137 -2%
EI
429
Ellevest Inc
New York
$515K -$426K -6,481 -47%
MOS
430
MGO One Seven
Ohio
$513K -$54.6K -831 -10%
FTDI
431
First Trust Direct Indexing
Massachusetts
$512K +$36.8K +560 +8%
CVA
432
Central Valley Advisors
California
$510K +$469K +7,132 New
TIAA Trust, National Association
433
TIAA Trust, National Association
North Carolina
$501K -$194K -2,947 -30%
MMPW
434
Mitchell McLeod Pugh & Williams
Alabama
$493K
UCFA
435
United Capital Financial Advisors
Texas
$491K +$452K +6,872 New
AG
436
Algert Global
California
$491K +$451K +6,870 New
CCA
437
Checchi Capital Advisers
California
$489K +$854 +13 +0.2%
SI
438
Stephens Inc
Arkansas
$483K +$2.17K +33 +0.5%
JPWM
439
Jamison Private Wealth Management
Georgia
$481K +$32.9K +501 +8%
AWM
440
Axxcess Wealth Management
California
$478K +$14.5K +220 +3%
CA
441
Crane Advisory
California
$476K
AAIS
442
ABN AMRO Investment Solutions
$473K -$49.2K -749 -10%
TC
443
TownSquare Capital
Utah
$465K -$1.26M -19,152 -75%
SOAMC
444
Spirit of America Management Corp
New York
$461K +$16.4K +250 +4%
SCA
445
St. Clair Advisors
Ohio
$454K +$4.73K +72 +1%
GT
446
Greenleaf Trust
Michigan
$453K -$9.46K -144 -2%
GT
447
Glenmede Trust
Pennsylvania
$453K -$86.4K -1,315 -17%
QT
448
Quantbot Technologies
New York
$452K +$416K +6,326 New
BFG
449
Bleakley Financial Group
New Jersey
$449K -$61K -929 -13%
IB
450
Intrust Bank
Kansas
$449K -$100K -1,524 -20%

EIX Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2023, worth a combined $24.7B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EIX positions and 71 closed out — a net gain of 35 holders — while 265 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $404M. The largest seller was Macquarie Group, cutting an estimated $379M.

  • 786 institutional investors held Edison International (EIX) as of Q4 2023, up from 762 in Q3 2023.
  • Funds reported $24.7B of Edison International stock for Q4 2023, up 15% quarter-over-quarter.
  • 106 funds opened new Edison International positions in Q4 2023 and 71 closed out, a net change of +35 holders.
  • The largest Edison International buyer in Q4 2023 was Morgan Stanley, an estimated $404M added.
  • The largest Edison International seller in Q4 2023 was Macquarie Group, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.