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Edison International

610 hedge funds and large institutions have $16.9B invested in Edison International in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 218 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 197

9% more capital invested

Capital invested by funds: $15.6B → $16.9B (+$1.39B)

2% more funds holding

Funds holding: 597610 (+13)

1% less ownership

Funds ownership: 84.93%83.94% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

62% less call options, than puts

Call options by funds: $120M | Put options by funds: $312M

Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
88
Increased
218
Reduced
197
Closed
67
Calls
$120M
Puts
$312M
Net Calls
-$192M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
451
Global Financial Private Capital
Florida
$209K +$199K +3,338 New
MCM
452
Murphy Capital Management
New Jersey
$208K -$38.8K -650 -16%
PAS
453
Partnervest Advisory Services
California
$205K +$197K +3,307 New
LNC
454
Lincoln National Corp
Pennsylvania
$203K -$62.6K -1,049 -24%
CCA
455
Checchi Capital Advisers
California
$201K +$194K +3,252 New
ARMT
456
Amica Retiree Medical Trust
Rhode Island
$196K
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$187K -$74.3K -1,246 -29%
EWM
458
Endurance Wealth Management
Rhode Island
$186K
VRM
459
Vectors Research Management
New York
$186K +$179K +3,000 New
Rockefeller Capital Management
460
Rockefeller Capital Management
New York
$184K +$163K +2,737 +1,165%
FWM
461
Focused Wealth Management
New York
$177K
IUHSA
462
Itau Unibanco Holding S.A.
Brazil
$177K
BFEC
463
Benjamin F. Edwards & Company
Missouri
$175K +$2.8K +47 +2%
CAPTRUST Financial Advisors
464
CAPTRUST Financial Advisors
North Carolina
$171K +$10.7K +179 +7%
Fuller & Thaler Asset Management
465
Fuller & Thaler Asset Management
California
$170K
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$164K +$56.6K +949 +51%
CTC
467
Central Trust Company
Missouri
$162K -$2.15K -36 -1%
CG
468
Cutler Group
California
$160K +$6.44K +108 +4%
GWM
469
Geneos Wealth Management
Colorado
$155K -$21.4K -359 -13%
QCG
470
Quadrant Capital Group
Ohio
$152K +$70.3K +1,178 +88%
SWA
471
Sutton Wealth Advisors
Florida
$143K +$1.61K +27 +1%
BUB
472
BBVA USA Bancshares
Texas
$141K
JIR
473
James Investment Research
Ohio
$139K -$277K -4,645 -67%
WAM
474
Wealthspire Advisors (Maryland)
Maryland
$131K -$10.3K -173 -8%
PA
475
Parallel Advisors
California
$128K +$10.7K +179 +9%

EIX Hedge Fund Activity: Q1 2019 in Review

610 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2019, worth a combined $16.9B — up 9% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EIX positions and 67 closed out — a net gain of 21 holders — while 218 added to existing stakes and 197 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was Lazard Asset Management, cutting an estimated $392M.

  • 610 institutional investors held Edison International (EIX) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $16.9B of Edison International stock for Q1 2019, up 9% quarter-over-quarter.
  • 88 funds opened new Edison International positions in Q1 2019 and 67 closed out, a net change of +21 holders.
  • The largest Edison International buyer in Q1 2019 was JP Morgan Chase, an estimated $238M added.
  • The largest Edison International seller in Q1 2019 was Lazard Asset Management, an estimated $392M sold.

Based on aggregated 13F filings for Q1 2019.