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Edison International

644 hedge funds and large institutions have $16.9B invested in Edison International in 2017 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

5% more funds holding

Funds holding: 616644 (+28)

10% more call options, than puts

Call options by funds: $83.6M | Put options by funds: $76.3M

0.71% more ownership

Funds ownership: 81.54%82.25% (+0.71%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $20.5B → $16.9B (-$3.56B)

Holders
644
Holders Change
+28
Holders Change %
+4.55%
% of All Funds
14.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
105
Increased
243
Reduced
186
Closed
72
Calls
$83.6M
Puts
$76.3M
Net Calls
+$7.33M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
526
Tradewinds Capital Management
Washington
$76K
MCM
527
Manchester Capital Management
Vermont
$76K +$3.81K +50 +4%
SIM
528
Sonora Investment Management
Arizona
$75.2K
RE
529
RBC Europe
United Kingdom
$73.1K
STA
530
Summit Trail Advisors
New York
$72K +$87.5K +1,147 New
SOAMC
531
Spirit of America Management Corp
New York
$70K +$83.9K +1,100 New
GLI
532
Guardian Life Insurance
New York
$67K +$24.2K +317 +43%
GI
533
Gradient Investments
Minnesota
$67K +$80.4K +1,054 New
IWM
534
IHT Wealth Management
Illinois
$66K
PCFFS
535
Pacific Center for Financial Services
California
$64K
AIM
536
Anchor Investment Management
South Carolina
$63.2K
HSA
537
Hussman Strategic Advisors
Maryland
$63K
MIP
538
Mondrian Investment Partners
United Kingdom
$63K
QCG
539
Quadrant Capital Group
Ohio
$61K +$3.81K +50 +5%
CA
540
Centerpoint Advisors
Massachusetts
$61K +$73.6K +965 New
FANJ
541
Financial Architects (New Jersey)
New Jersey
$59K -$15.6K -204 -18%
HDIM
542
Hanson & Doremus Investment Management
Vermont
$59K
RFS
543
Rockefeller Financial Services
New York
$57K
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$55K -$7.02K -92 -10%
LC
545
Landaas & Company
Wisconsin
$55K
Fuller & Thaler Asset Management
546
Fuller & Thaler Asset Management
California
$54K +$64.8K +850 New
PWM
547
Perigon Wealth Management
California
$50K
BBHC
548
Brown Brothers Harriman & Co
New York
$48K -$15.8K -207 -22%
PA
549
Perennial Advisors
New York
$47K
SLF
550
Sun Life Financial
Ontario, Canada
$45K -$128K -1,680 -70%

EIX Hedge Fund Activity: Q4 2017 in Review

644 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2017, worth a combined $16.9B — down 17% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new EIX positions and 72 closed out — a net gain of 33 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $752M. The largest seller was JP Morgan Chase, cutting an estimated $416M.

  • 644 institutional investors held Edison International (EIX) as of Q4 2017, up from 616 in Q3 2017.
  • Funds reported $16.9B of Edison International stock for Q4 2017, down 17% quarter-over-quarter.
  • 105 funds opened new Edison International positions in Q4 2017 and 72 closed out, a net change of +33 holders.
  • The largest Edison International buyer in Q4 2017 was Wellington Management Group, an estimated $752M added.
  • The largest Edison International seller in Q4 2017 was JP Morgan Chase, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2017.