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Edison International

569 hedge funds and large institutions have $18.9B invested in Edison International in 2016 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 211 increasing their positions, 187 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 41

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more capital invested

Capital invested by funds: $16.2B → $18.9B (+$2.78B)

13% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 187

7% more funds holding

Funds holding: 530569 (+39)

1.45% more ownership

Funds ownership: 82.07%83.52% (+1.5%)

17% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $35.8M

Holders
569
Holders Change
+39
Holders Change %
+7.36%
% of All Funds
15.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
81
Increased
211
Reduced
187
Closed
41
Calls
$29.6M
Puts
$35.8M
Net Calls
-$6.12M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$154M +$7.43M +114,600 +6%
Bessemer Group
27
Bessemer Group
New Jersey
$132M +$9.28M +143,078 +8%
Adage Capital Partners
28
Adage Capital Partners
Massachusetts
$129M -$32.4M -500,000 -22%
NI
29
Numeric Investors
Massachusetts
$128M +$116M +1,784,900 New
O
30
OppenheimerFunds
New York
$125M -$25.1M -387,434 -18%
Cohen & Steers
31
Cohen & Steers
New York
$115M +$11.9M +183,680 +13%
Pzena Investment Management
32
Pzena Investment Management
New York
$114M +$2.19M +33,773 +2%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$111M -$9.35M -144,238 -9%
Jennison Associates
34
Jennison Associates
New York
$110M -$24M -369,312 -20%
CIA
35
ClearBridge Investments (Australia)
Australia
$109M -$52.7M -813,050 -35%
PP
36
Prudential plc
United Kingdom
$109M -$16.5M -254,000 -14%
PI
37
Putnam Investments
Massachusetts
$103M -$182K -2,801 -0.2%
BC
38
Brookfield Corp
Ontario, Canada
$101M +$91.4M +1,409,397 New
TCIM
39
TIAA CREF Investment Management
New York
$99.1M -$16.8M -258,684 -16%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$97.3M -$19.6M -301,688 -18%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$96.6M +$87.1M +1,343,742 New
Lazard Asset Management
42
Lazard Asset Management
New York
$96.5M -$12.5M -193,318 -13%
AQR Capital Management
43
AQR Capital Management
Connecticut
$96.4M +$9.11M +140,479 +12%
Goldman Sachs
44
Goldman Sachs
New York
$96.3M +$17.3M +266,657 +25%
TA
45
Teachers Advisors
New York
$95.8M -$1.02M -15,748 -1%
First Trust Advisors
46
First Trust Advisors
Illinois
$81.7M +$49.7M +766,635 +207%
DPIM
47
Duff & Phelps Investment Management
Illinois
$74.9M +$64.7M +997,985 +2,293%
UBS AM
48
UBS AM
Illinois
$74.5M +$5.84M +90,026 +10%
PPA
49
Parametric Portfolio Associates
Washington
$74.5M -$6.5M -100,159 -9%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$73.7M -$6.81M -105,011 -9%

EIX Hedge Fund Activity: Q1 2016 in Review

569 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2016, worth a combined $18.9B — up 17% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new EIX positions and 41 closed out — a net gain of 40 holders — while 211 added to existing stakes and 187 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $361M. The largest seller was JP Morgan Chase, cutting an estimated $432M.

  • 569 institutional investors held Edison International (EIX) as of Q1 2016, up from 530 in Q4 2015.
  • Funds reported $18.9B of Edison International stock for Q1 2016, up 17% quarter-over-quarter.
  • 81 funds opened new Edison International positions in Q1 2016 and 41 closed out, a net change of +40 holders.
  • The largest Edison International buyer in Q1 2016 was Royal London Asset Management, an estimated $361M added.
  • The largest Edison International seller in Q1 2016 was JP Morgan Chase, an estimated $432M sold.

Based on aggregated 13F filings for Q1 2016.