We are live on ! Find out more
EIX icon

Edison International

621 hedge funds and large institutions have $19.2B invested in Edison International in 2021 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 254 increasing their positions, 173 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 173

34% more call options, than puts

Call options by funds: $61.2M | Put options by funds: $45.7M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.27% less ownership

Funds ownership: 88.36%88.09% (-0.27%)

2% less capital invested

Capital invested by funds: $19.6B → $19.2B (-$374M)

5% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 78

1% less funds holding

Funds holding: 628621 (-7)

Holders
621
Holders Change
-7
Holders Change %
-1.11%
% of All Funds
10.81%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
74
Increased
254
Reduced
173
Closed
78
Calls
$61.2M
Puts
$45.7M
Net Calls
+$15.5M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
526
FourThought Financial
Florida
$32K +$349 +6 +1%
HR
527
Howe & Rusling
New York
$30K -$6.11K -105 -17%
LC
528
Lindbrook Capital
California
$30K +$3.66K +63 +14%
NFG
529
Next Financial Group
Texas
$30K +$5.88K +101 +24%
LWM
530
Liberty Wealth Management
California
$29K -$3.49K -60 -11%
BCM
531
Blume Capital Management
California
$29K
CHC
532
City Holding Co
West Virginia
$29K
AIM
533
Anchor Investment Management
South Carolina
$28.9K -$29.1K -500 -50%
HFA
534
Hoover Financial Advisors
Pennsylvania
$24K
JCM
535
Jacobi Capital Management
Pennsylvania
$24K +$9.48K +163 +66%
AF
536
Advisornet Financial
Minnesota
$23K
BA
537
Bellwether Advisors
Nebraska
$23K
ADL
538
Asset Dedication LLC
California
$23K +$23.3K +400 New
ETI
539
Enterprise Trust & Investment
California
$23K +$23.3K +400 New
SFSIG
540
San Francisco Sentry Investment Group
California
$22K
CWC
541
Carolinas Wealth Consulting
North Carolina
$21K
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$20K -$9.07K -156 -32%
AF
543
Arrow Financial
New York
$20K
BC
544
Burleson & Co
California
$19K -$1.4K -24 -7%
GAM
545
Gemmer Asset Management
California
$18K
Loomis, Sayles & Company
546
Loomis, Sayles & Company
Massachusetts
$18K +$17.7K +304 New
LFG
547
Larson Financial Group
Missouri
$17K +$9.65K +166 +124%
WWMSC
548
Wagner Wealth Management (South Carolina)
South Carolina
$16K
WLPWM
549
Walled Lake Planning & Wealth Management
Illinois
$15K +$58 +1 +0.4%
TCOV
550
Trust Company of Vermont
Vermont
$14K

EIX Hedge Fund Activity: Q2 2021 in Review

621 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q2 2021, worth a combined $19.2B — down 1.9% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EIX and 74 opened new positions — a net loss of 4 holders — while 173 trimmed existing stakes and 254 added.

The largest buyer was Capital Research Global Investors, adding an estimated $271M. The largest seller was Capital International Investors, cutting an estimated $235M.

  • 621 institutional investors held Edison International (EIX) as of Q2 2021, down from 628 in Q1 2021.
  • Funds reported $19.2B of Edison International stock for Q2 2021, down 1.9% quarter-over-quarter.
  • 74 funds opened new Edison International positions in Q2 2021 and 78 closed out, a net change of -4 holders.
  • The largest Edison International buyer in Q2 2021 was Capital Research Global Investors, an estimated $271M added.
  • The largest Edison International seller in Q2 2021 was Capital International Investors, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2021.