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Edison International

483 hedge funds and large institutions have $12B invested in Edison International in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 181 increasing their positions, 150 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 150

11% more funds holding

Funds holding: 435483 (+48)

0% less capital invested

Capital invested by funds: $12B → $12B (-$51M)

0.77% less ownership

Funds ownership: 80.26%79.49% (-0.77%)

12% less call options, than puts

Call options by funds: $9.58M | Put options by funds: $10.8M

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
483
Holders Change
+48
Holders Change %
+11.03%
% of All Funds
14.02%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
76
Increased
181
Reduced
150
Closed
24
Calls
$9.58M
Puts
$10.8M
Net Calls
-$1.27M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Putnam Investments
Massachusetts
$103M +$13.8M +292,695 +15%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$98.6M -$3.46M -73,209 -3%
PAMU
28
Pictet Asset Management (UK)
United Kingdom
$90.6M -$178M -3,774,857 -66%
TCIM
29
TIAA CREF Investment Management
New York
$86.7M +$12.9M +274,086 +17%
Capital International Investors
30
Capital International Investors
California
$86M +$26M +551,000 +42%
EVM
31
Eaton Vance Management
Massachusetts
$85M -$15.6M -329,162 -15%
AI
32
Analytic Investors
California
$83.5M -$63M -1,333,162 -43%
American Century Companies
33
American Century Companies
Missouri
$81.3M +$6.92M +146,397 +9%
Legal & General Group
34
Legal & General Group
United Kingdom
$74.2M +$554K +11,724 +0.7%
CI Investments Inc
35
CI Investments Inc
Ontario, Canada
$72.3M +$15.4M +326,300 +26%
PP
36
Prudential plc
United Kingdom
$70.2M +$9.76M +206,500 +16%
LSV Asset Management
37
LSV Asset Management
Illinois
$67.7M +$15.7M +332,810 +29%
TA
38
Teachers Advisors
New York
$65.6M +$5.73M +121,212 +9%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$64.5M +$16.9M +357,961 +34%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$62.3M +$3.71M +78,500 +6%
JHIU
41
Janus Henderson Investors US
Colorado
$61.6M -$8.6M -181,988 -12%
Boston Partners
42
Boston Partners
Massachusetts
$60.8M -$4.55M -96,215 -7%
GF
43
Gabelli Funds
New York
$59.2M -$47.2K -1,000 -0.1%
UBS AM
44
UBS AM
Illinois
$57.4M -$33.7M -712,944 -37%
AQR Capital Management
45
AQR Capital Management
Connecticut
$57.3M +$10.2M +215,817 +21%
BIM
46
BlackRock Investment Management
Delaware
$51.2M +$1.6M +33,957 +3%
Morgan Stanley
47
Morgan Stanley
New York
$51.1M +$27.2M +575,006 +109%
ARC
48
Absolute Return Capital
Massachusetts
$50.8M -$11M -232,601 -17%
NI
49
Numeric Investors
Massachusetts
$50.5M +$51.5M +1,090,100 New
Two Sigma Investments
50
Two Sigma Investments
New York
$46.4M +$39.2M +830,420 +484%

EIX Hedge Fund Activity: Q4 2013 in Review

483 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2013, worth a combined $12B — down 0.42% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EIX positions and 24 closed out — a net gain of 52 holders — while 181 added to existing stakes and 150 trimmed.

The largest buyer was Artisan Partners, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 483 institutional investors held Edison International (EIX) as of Q4 2013, up from 435 in Q3 2013.
  • Funds reported $12B of Edison International stock for Q4 2013, down 0.42% quarter-over-quarter.
  • 76 funds opened new Edison International positions in Q4 2013 and 24 closed out, a net change of +52 holders.
  • The largest Edison International buyer in Q4 2013 was Artisan Partners, an estimated $108M added.
  • The largest Edison International seller in Q4 2013 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2013.