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Edison International

786 hedge funds and large institutions have $24.7B invested in Edison International in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 265 increasing their positions, 297 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

31% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $42.2M

15% more capital invested

Capital invested by funds: $21.4B → $24.7B (+$3.31B)

3% more funds holding

Funds holding: 762786 (+24)

2.05% more ownership

Funds ownership: 88.12%90.17% (+2.1%)

11% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 297

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
786
Holders Change
+24
Holders Change %
+3.15%
% of All Funds
11.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
106
Increased
265
Reduced
297
Closed
71
Calls
$55.2M
Puts
$42.2M
Net Calls
+$13M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
551
SYSTM Wealth Solutions
Illinois
$248K -$12.2K -186 -5%
BA
552
Bridge Advisory
California
$241K -$20.6K -313 -8%
IWM
553
IHT Wealth Management
Illinois
$238K -$9.26K -141 -4%
LF
554
LifeSteps Financial
California
$238K +$1.12K +17 +0.5%
PIA
555
Perennial Investment Advisors
California
$238K +$394 +6 +0.2%
QCG
556
Quadrant Capital Group
Ohio
$237K +$19.5K +297 +10%
EVM
557
Evelyn V. Moreno
$234K
XT
558
XTX Topco
Cayman Islands
$233K -$83.6K -1,273 -28%
WCG
559
Weaver Consulting Group
California
$232K -$8.28K -126 -4%
FWM
560
Focused Wealth Management
New York
$224K
BSW
561
Buckingham Strategic Wealth
Missouri
$223K -$8.02K -122 -4%
LCM
562
Leisure Capital Management
California
$222K +$204K +3,103 New
AFG
563
Atomi Financial Group
New York
$219K +$201K +3,065 New
PTC
564
Private Trust Company
Ohio
$218K +$526 +8 +0.3%
SC
565
Sapient Capital
Indiana
$217K +$197K +3,005 New
OAM
566
Oak Asset Management
California
$217K +$199K +3,036 New
FFA
567
First Foundation Advisors
California
$215K -$84.7K -1,289 -30%
VRM
568
Vectors Research Management
New York
$215K +$197K +3,000 New
CC
569
Courier Capital
New York
$214K +$197K +3,000 New
PF
570
Penney Financial
Texas
$214K +$197K +3,000 New
PAS
571
Park Avenue Securities
New York
$214K +$197K +2,996 New
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$213K +$195K +2,973 New
CC
573
Cipher Capital
New York
$212K +$195K +2,969 New
SIA
574
Schechter Investment Advisors
Michigan
$210K -$16.8K -256 -8%
IFWM
575
Institute for Wealth Management
Colorado
$208K +$191K +2,909 New

EIX Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2023, worth a combined $24.7B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EIX positions and 71 closed out — a net gain of 35 holders — while 265 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $404M. The largest seller was Macquarie Group, cutting an estimated $379M.

  • 786 institutional investors held Edison International (EIX) as of Q4 2023, up from 762 in Q3 2023.
  • Funds reported $24.7B of Edison International stock for Q4 2023, up 15% quarter-over-quarter.
  • 106 funds opened new Edison International positions in Q4 2023 and 71 closed out, a net change of +35 holders.
  • The largest Edison International buyer in Q4 2023 was Morgan Stanley, an estimated $404M added.
  • The largest Edison International seller in Q4 2023 was Macquarie Group, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.