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Edison International

601 hedge funds and large institutions have $24B invested in Edison International in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 262 increasing their positions, 163 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 163

27% more capital invested

Capital invested by funds: $18.9B → $24B (+$5.1B)

2.6% more ownership

Funds ownership: 86.21%88.81% (+2.6%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0% more funds holding

Funds holding: 601601 (0)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $108M | Put options by funds: $268M

Holders
601
Holders Change
Holders Change %
0%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
76
Increased
262
Reduced
163
Closed
73
Calls
$108M
Puts
$268M
Net Calls
-$159M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
Rational Advisors
New York
$43K -$160K -2,221 -80%
SSB
527
Sandy Spring Bank
Maryland
$42K
LWM
528
Liberty Wealth Management
California
$40K +$288 +4 +0.8%
FHA
529
Flagship Harbor Advisors
Massachusetts
$39K -$2.66K -37 -7%
PMFA
530
Plante Moran Financial Advisors
Michigan
$39K
BCA
531
Berman Capital Advisors
Georgia
$39K +$1.51K +21 +4%
NIT
532
NumerixS Investment Technologies
British Columbia, Canada
$39K +$37K +514 New
EIM
533
Essex Investment Management
Massachusetts
$38K
BCM
534
Blume Capital Management
California
$37K
PFBT
535
Parkside Financial Bank & Trust
Missouri
$37K
TCOV
536
Trust Company of Vermont
Vermont
$37K
RIA
537
Realta Investment Advisors
Delaware
$37K +$1.01K +14 +3%
CIM
538
Centersquare Investment Management
Pennsylvania
$36K
TFA
539
Toth Financial Advisory
Virginia
$34K +$216 +3 +0.7%
CG
540
Cutler Group
California
$26K -$39.1K -544 -60%
WEC
541
Winslow Evans & Crocker
Massachusetts
$26K -$5.18K -72 -17%
AF
542
Arrow Financial
New York
$26K
GAM
543
Gemmer Asset Management
California
$25K +$216 +3 +0.9%
THWM
544
Taylor Hoffman Wealth Management
Virginia
$24K
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$24K
CCM
546
Cribstone Capital Management
Maine
$24K +$22.7K +316 New
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K
SLF
548
Sun Life Financial
Ontario, Canada
$22K +$2.02K +28 +11%
MAM
549
Meeder Asset Management
Ohio
$22K +$5.25K +73 +33%
SCA
550
Stonebridge Capital Advisors
Minnesota
$21K +$15.8K +219 +384%

EIX Hedge Fund Activity: Q3 2019 in Review

601 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q3 2019, worth a combined $24B — up 27% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EIX positions and 73 closed out — a net gain of 3 holders — while 262 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $780M. The largest seller was Capital International Investors, cutting an estimated $309M.

  • 601 institutional investors held Edison International (EIX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $24B of Edison International stock for Q3 2019, up 27% quarter-over-quarter.
  • 76 funds opened new Edison International positions in Q3 2019 and 73 closed out, a net change of +3 holders.
  • The largest Edison International buyer in Q3 2019 was JP Morgan Chase, an estimated $780M added.
  • The largest Edison International seller in Q3 2019 was Capital International Investors, an estimated $309M sold.

Based on aggregated 13F filings for Q3 2019.