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Edison International
EIX

635 hedge funds and large institutions have $17.3B invested in Edison International in 2018 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 231 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $62.5M | Put options by funds: $34.9M

1.14% more ownership

Funds ownership: 82.25% → 83.4% (+1.1%)

2% more capital invested

Capital invested by funds: $16.9B → $17.3B (+$343M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 95

1% less funds holding

Funds holding: 644 → 635 (-9)

13% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 231

Holders
635
Holders Change
-9
Holders Change %
-1.4%
% of All Funds
14.55%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
94
Increased
201
Reduced
231
Closed
95
Calls
$62.5M
Puts
$34.9M
Net Calls
+$27.6M
Net Calls Change
+$20.3M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$637M
2
Boston Partners
Boston Partners
Massachusetts
+$238M
3
Pzena Investment Management
Pzena Investment Management
New York
+$227M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$154M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$303M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$198M
3
JP Morgan Chase
JP Morgan Chase
New York
-$141M
4
JIM
Jupiter Investment Management
United Kingdom
-$136M
5
ZP
Zimmer Partners
New York
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
451
Diligent Investors
California
$226K +$219K +3,549 New
FAT
452
First American Trust
California
$225K -$74.8K -1,215 -26%
MAA
453
Mraz Amerine & Associates
California
$223K +$246 +4 +0.1%
IAM
454
Impax Asset Management
New Hampshire
$223K +$216K +3,507 New
BTS
455
BB&T Securities
Virginia
$222K -$17.6K -285 -8%
SC
456
SRB Corp
Massachusetts
$222K +$68.5K +1,112 +47%
RIM
457
Rampart Investment Management
Connecticut
$221K -$34.4K -558 -14%
AA
458
Apriem Advisors
California
$221K – – –
PA
459
Pinnacle Associates
New York
$220K +$212K +3,450 New
FB
460
Fulton Bank
Pennsylvania
$216K +$208K +3,381 New
Qube Research & Technologies (QRT)
461
Qube Research & Technologies (QRT)
United Kingdom
$216K +$209K +3,398 New
WP
462
WealthPLAN Partners
Nebraska
$212K +$205K +3,327 New
LCS
463
Levin Capital Strategies
New York
$208K +$201K +3,264 New
GWM
464
Geneos Wealth Management
Colorado
$206K -$12.3K -200 -6%
SWP
465
Stratos Wealth Partners
Ohio
$206K -$3.63K -59 -2%
LOAME
466
Lombard Odier Asset Management (Europe)
United Kingdom
$205K -$50.9K -826 -20%
SPC
467
Sigma Planning Corp
Michigan
$204K -$29.1K -473 -13%
SPIA
468
Steward Partners Investment Advisory
New York
$203K -$254K -4,132 -56%
ARMT
469
Amica Retiree Medical Trust
Rhode Island
$201K – – –
CFIA
470
Cantor Fitzgerald Investment Advisors
New York
$200K +$194K +3,146 New
EWM
471
Endurance Wealth Management
Rhode Island
$191K – – –
BFEC
472
Benjamin F. Edwards & Company
Missouri
$190K +$1.48K +24 +0.8%
CTC
473
Central Trust Company
Missouri
$175K -$18.5K -300 -10%
WAM
474
Wealthspire Advisors (Maryland)
Maryland
$170K -$16.1K -262 -9%
PA
475
Parallel Advisors
California
$169K +$5.6K +91 +4%
17 18
19
20 21

EIX Hedge Fund Activity: Q1 2018 in Review

635 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2018, worth a combined $17.3B — up 2% from $16.9B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of EIX and 94 opened new positions — a net loss of 1 holder — while 231 trimmed existing stakes and 201 added.

The largest buyer was Lazard Asset Management, adding an estimated $637M. The largest seller was AQR Capital Management, cutting an estimated $303M.

  • 635 institutional investors held Edison International (EIX) as of Q1 2018, down from 644 in Q4 2017.
  • Funds reported $17.3B of Edison International stock for Q1 2018, up 2% quarter-over-quarter.
  • 94 funds opened new Edison International positions in Q1 2018 and 95 closed out, a net change of -1 holder.
  • The largest Edison International buyer in Q1 2018 was Lazard Asset Management, an estimated $637M added.
  • The largest Edison International seller in Q1 2018 was AQR Capital Management, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2018.