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Edison International

746 hedge funds and large institutions have $24.3B invested in Edison International in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 285 increasing their positions, 228 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 55

25% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 228

11% more capital invested

Capital invested by funds: $21.9B → $24.3B (+$2.46B)

4% more funds holding

Funds holding: 718746 (+28)

0.84% more ownership

Funds ownership: 89.17%90.01% (+0.84%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

21% less call options, than puts

Call options by funds: $48.6M | Put options by funds: $61.6M

Holders
746
Holders Change
+28
Holders Change %
+3.9%
% of All Funds
11.89%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
101
Increased
285
Reduced
228
Closed
55
Calls
$48.6M
Puts
$61.6M
Net Calls
-$13M
Net Calls Change
-$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JMF
526
Johnson Midwest Financial
Iowa
$249K
UCFA
527
United Capital Financial Advisors
Texas
$248K -$48K -711 -17%
WCG
528
Weaver Consulting Group
California
$247K
NIM
529
Nexus Investment Management
Ontario, Canada
$247K
IWM
530
IHT Wealth Management
Illinois
$247K +$12.5K +185 +6%
BAM
531
Belpointe Asset Management
Nevada
$244K +$80.3K +1,189 +52%
BWM
532
Baron Wealth Management
Michigan
$238K +$4.25K +63 +2%
HDIM
533
Hanson & Doremus Investment Management
Vermont
$238K
PIA
534
Perennial Investment Advisors
California
$238K +$227K +3,368 New
QPWM
535
Quadrant Private Wealth Management
Pennsylvania
$238K -$1.89K -28 -0.8%
CAM
536
Centre Asset Management
New York
$237K +$227K +3,356 New
CIA
537
Cape Investment Advisory
Georgia
$236K +$226K +3,343 New
QCG
538
Quadrant Capital Group
Ohio
$233K +$7.23K +107 +3%
VCM
539
Virtue Capital Management
Tennessee
$231K +$214K +3,165 New
EVM
540
Evelyn V. Moreno
$231K
SFI
541
Siemens Fonds Invest
Germany
$227K -$2.84K -42 -1%
PTC
542
Private Trust Company
Ohio
$227K +$27.4K +405 +14%
OIA
543
OneDigital Investment Advisors
Kansas
$225K +$215K +3,181 New
QT
544
Quantamental Technologies
New York
$224K +$214K +3,170 New
PA
545
Parallel Advisors
California
$222K +$17K +252 +9%
CHP
546
Cable Hill Partners
Oregon
$222K +$210K +3,116 New
FWM
547
Focused Wealth Management
New York
$221K
CAG
548
Csenge Advisory Group
Florida
$220K +$211K +3,118 New
WS
549
Wedbush Securities
California
$220K +$211K +3,120 New
VSQM
550
V-Square Quantitative Management
Illinois
$219K +$210K +3,107 New

EIX Hedge Fund Activity: Q1 2023 in Review

746 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2023, worth a combined $24.3B — up 11% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EIX positions and 55 closed out — a net gain of 46 holders — while 285 added to existing stakes and 228 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $263M. The largest seller was BlackRock, cutting an estimated $260M.

  • 746 institutional investors held Edison International (EIX) as of Q1 2023, up from 718 in Q4 2022.
  • Funds reported $24.3B of Edison International stock for Q1 2023, up 11% quarter-over-quarter.
  • 101 funds opened new Edison International positions in Q1 2023 and 55 closed out, a net change of +46 holders.
  • The largest Edison International buyer in Q1 2023 was Nordea Investment Management, an estimated $263M added.
  • The largest Edison International seller in Q1 2023 was BlackRock, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2023.