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Edison International
EIX

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: 597 → 610 (+13)

1% less ownership

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

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$238M
2
Ameriprise
Ameriprise
Minnesota
+$123M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$122M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$109M
5
ZP
Zimmer Partners
New York
+$52.2M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$392M
2
BlackRock
BlackRock
New York
-$101M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$79.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$74.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
501
Global Retirement Partners
California
$65K – – –
PCFFS
502
Pacific Center for Financial Services
California
$63K – – –
TCM
503
Tradewinds Capital Management
Washington
$62K – – –
AIM
504
Anchor Investment Management
South Carolina
$61.9K – – –
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$59K +$57.1K +957 New
GLI
506
Guardian Life Insurance
New York
$58K +$1.13K +19 +2%
HDIM
507
Hanson & Doremus Investment Management
Vermont
$58K +$26.7K +447 +92%
LC
508
Lindbrook Capital
California
$55K +$11.1K +186 +26%
AIC
509
Ameritas Investment Company
Nebraska
$50K +$47.9K +803 New
S
510
SignatureFD
Georgia
$47K -$30.4K -510 -40%
IA
511
IFP Advisors
Florida
$46K -$155K -2,603 -78%
SF
512
Synovus Financial
Georgia
$45K – – –
CHC
513
City Holding Co
West Virginia
$43K – – –
FPFS
514
First Personal Financial Services
North Carolina
$42K – – –
ASN
515
Advisory Services Network
Georgia
$41K +$7.82K +131 +25%
CWA
516
Clarus Wealth Advisors
Arizona
$40K +$418 +7 +1%
BBNA
517
Bremer Bank National Association
Minnesota
$39K +$36.7K +615 New
BWM
518
BerganKDV Wealth Management
Minnesota
$38K – – –
BAM
519
Bruderman Asset Management
New York
$38K – – –
CA
520
Centerpoint Advisors
Massachusetts
$38K – – –
NSIM
521
North Star Investment Management
Illinois
$38K – – –
BCM
522
Blume Capital Management
California
$37K – – –
1IA
523
1834 Investment Advisors
Wisconsin
$37K +$35.7K +599 New
FANJ
524
Financial Architects (New Jersey)
New Jersey
$36K -$418 -7 -1%
SLF
525
Sun Life Financial
Ontario, Canada
$34K -$1.07M -17,925 -97%
19 20
21
22 23

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.