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Edison International

638 hedge funds and large institutions have $24.7B invested in Edison International in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 243 increasing their positions, 192 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 48

27% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 192

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 601638 (+37)

2.37% more ownership

Funds ownership: 88.81%91.19% (+2.4%)

3% more capital invested

Capital invested by funds: $24B → $24.7B (+$667M)

32% less call options, than puts

Call options by funds: $125M | Put options by funds: $185M

Holders
638
Holders Change
+37
Holders Change %
+6.16%
% of All Funds
12.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
98
Increased
243
Reduced
192
Closed
48
Calls
$125M
Puts
$185M
Net Calls
-$59.4M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Next Financial Group
Texas
$60K +$2.55K +36 +5%
HFS
527
HBC Financial Services
Washington
$58K +$54.3K +768 New
RMC
528
Resources Management Corp
Connecticut
$57K
SSB
529
Sandy Spring Bank
Maryland
$56K +$13.4K +190 +34%
FCA
530
FinTrust Capital Advisors
South Carolina
$54K
SF
531
Synovus Financial
Georgia
$54K
AWM
532
Atticus Wealth Management
Florida
$53K +$49.5K +700 New
AA
533
Ancora Advisors
Ohio
$53K +$49.7K +702 New
CHC
534
City Holding Co
West Virginia
$52K
TCM
535
TD Capital Management
Tennessee
$52K
CT
536
Caldwell Trust
Florida
$51.5K +$48.3K +683 New
SIS
537
Sound Income Strategies
Florida
$48K
BWM
538
BerganKDV Wealth Management
Minnesota
$48K +$1.63K +23 +4%
NSIM
539
North Star Investment Management
Illinois
$47K
CA
540
Centerpoint Advisors
Massachusetts
$46K
CFFP
541
Center for Financial Planning
Michigan
$43K +$40.3K +570 New
RIA
542
Realta Investment Advisors
Delaware
$42K +$10.3K +146 +30%
LWM
543
Liberty Wealth Management
California
$40K +$425 +6 +1%
FHA
544
Flagship Harbor Advisors
Massachusetts
$39K -$920 -13 -2%
BCA
545
Berman Capital Advisors
Georgia
$39K
PMFA
546
Plante Moran Financial Advisors
Michigan
$39K
PFBT
547
Parkside Financial Bank & Trust
Missouri
$39K +$2.19K +31 +6%
OPS
548
Orion Portfolio Solutions
Nebraska
$39K +$36.6K +518 New
EIM
549
Essex Investment Management
Massachusetts
$38K
Capstone Investment Advisors
550
Capstone Investment Advisors
New York
$38K +$35.2K +498 New

EIX Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2019, worth a combined $24.7B — up 2.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EIX positions and 48 closed out — a net gain of 50 holders — while 243 added to existing stakes and 192 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $468M. The largest seller was JP Morgan Chase, cutting an estimated $391M.

  • 638 institutional investors held Edison International (EIX) as of Q4 2019, up from 601 in Q3 2019.
  • Funds reported $24.7B of Edison International stock for Q4 2019, up 2.8% quarter-over-quarter.
  • 98 funds opened new Edison International positions in Q4 2019 and 48 closed out, a net change of +50 holders.
  • The largest Edison International buyer in Q4 2019 was T. Rowe Price Associates, an estimated $468M added.
  • The largest Edison International seller in Q4 2019 was JP Morgan Chase, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2019.