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Edison International

786 hedge funds and large institutions have $24.7B invested in Edison International in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 265 increasing their positions, 297 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

31% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $42.2M

15% more capital invested

Capital invested by funds: $21.4B → $24.7B (+$3.31B)

3% more funds holding

Funds holding: 762786 (+24)

2.05% more ownership

Funds ownership: 88.12%90.17% (+2.1%)

11% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 297

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
786
Holders Change
+24
Holders Change %
+3.15%
% of All Funds
11.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
106
Increased
265
Reduced
297
Closed
71
Calls
$55.2M
Puts
$42.2M
Net Calls
+$13M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
501
Sanibel Captiva Trust Company
Florida
$324K +$298K +4,533 New
IAA
502
Independent Advisor Alliance
North Carolina
$324K -$11.2K -170 -4%
IA
503
IFP Advisors
Florida
$323K -$160K -2,431 -35%
Brown Advisory
504
Brown Advisory
Maryland
$323K -$1.71K -26 -0.6%
GIA
505
Gladstone Institutional Advisory
Florida
$322K +$43.4K +661 +17%
SPA
506
Sherbrooke Park Advisers
New York
$317K -$785K -11,941 -73%
CIA
507
Cape Investment Advisory
Georgia
$316K +$35.2K +535 +14%
MAS
508
Meeder Advisory Services
Ohio
$310K -$29.2K -445 -9%
BL
509
Balentine LLC
Georgia
$309K -$58.8K -895 -17%
CWM
510
CarsonAllaria Wealth Management
Illinois
$308K -$8.48K -129 -3%
ECM
511
Evergreen Capital Management
Washington
$305K -$104K -1,584 -27%
AIP
512
Ameritas Investment Partners
Nebraska
$304K -$23.1K -351 -8%
GSEP
513
Golden State Equity Partners
California
$302K +$8.8K +134 +3%
SFI
514
Siemens Fonds Invest
Germany
$300K +$64.7K +984 +31%
PWA
515
Primoris Wealth Advisors
Florida
$300K
MPPW
516
Mitchell & Pahl Private Wealth
Oklahoma
$294K -$5.26K -80 -2%
QL
517
Quarry LP
New York
$293K +$102K +1,555 +61%
AWM
518
Aberdeen Wealth Management
Illinois
$293K +$329 +5 +0.1%
RIG
519
RiverFront Investment Group
Virginia
$292K -$105K -1,599 -28%
KC
520
Kepos Capital
New York
$290K -$25K -380 -9%
EWA
521
ERTS Wealth Advisors
Michigan
$288K +$13.6K +207 +5%
CI
522
Cigna Investments
Connecticut
$287K
TIA
523
Tiemann Investment Advisors
California
$287K -$6.57K -100 -2%
ASG
524
Ariston Services Group
California
$286K +$263K +4,002 New
EF
525
Empowered Funds
Pennsylvania
$284K -$932K -14,186 -78%

EIX Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2023, worth a combined $24.7B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EIX positions and 71 closed out — a net gain of 35 holders — while 265 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $404M. The largest seller was Macquarie Group, cutting an estimated $379M.

  • 786 institutional investors held Edison International (EIX) as of Q4 2023, up from 762 in Q3 2023.
  • Funds reported $24.7B of Edison International stock for Q4 2023, up 15% quarter-over-quarter.
  • 106 funds opened new Edison International positions in Q4 2023 and 71 closed out, a net change of +35 holders.
  • The largest Edison International buyer in Q4 2023 was Morgan Stanley, an estimated $404M added.
  • The largest Edison International seller in Q4 2023 was Macquarie Group, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.