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Edison International

644 hedge funds and large institutions have $16.9B invested in Edison International in 2017 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

5% more funds holding

Funds holding: 616644 (+28)

10% more call options, than puts

Call options by funds: $83.6M | Put options by funds: $76.3M

0.71% more ownership

Funds ownership: 81.54%82.25% (+0.71%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $20.5B → $16.9B (-$3.56B)

Holders
644
Holders Change
+28
Holders Change %
+4.55%
% of All Funds
14.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
105
Increased
243
Reduced
186
Closed
72
Calls
$83.6M
Puts
$76.3M
Net Calls
+$7.33M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
576
Kaizen Advisory
Illinois
$20K +$24.3K +319 New
AOWM
577
Alpha Omega Wealth Management
Virginia
$19K -$7.63K -100 -25%
DAM
578
Delta Asset Management
Tennessee
$19K
JWA
579
JFS Wealth Advisors
Pennsylvania
$19K
JFGIW
580
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
WB
581
Webster Bank
Connecticut
$19K
DCM
582
Delpha Capital Management
New York
$19K +$22.4K +293 New
GAM
583
Gemmer Asset Management
California
$17K
TCOV
584
Trust Company of Vermont
Vermont
$16K -$11.4K -150 -37%
GRP
585
Global Retirement Partners
California
$16K +$3.66K +48 +24%
VEA
586
Virtus ETF Advisers
New York
$16K +$19.1K +251 New
WPA
587
West Paces Advisors
Georgia
$15.3K
MFBTD
588
MB Financial Bank - Trust Department
Illinois
$15K
RFWA
589
RPg Family Wealth Advisory
Massachusetts
$14.9K +$7.63K +100 +74%
BL
590
Balentine LLC
Georgia
$13K
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$13K +$9.15K +120 +136%
MGIA
592
Moneta Group Investment Advisors
Missouri
$13K +$15.3K +200 New
GWA
593
Guidant Wealth Advisors
Illinois
$12K
JAM
594
Jolley Asset Management
North Carolina
$12K
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
AAP
596
Arax Advisory Partners
Colorado
$12K +$1.3K +17 +9%
AIS
597
AlphaOne Investment Services
Pennsylvania
$12K +$14K +183 New
GEA
598
Glen Eagle Advisors
New Jersey
$11.4K
EARNEST Partners
599
EARNEST Partners
Georgia
$11K +$13K +170 New
WIM
600
Westside Investment Management
California
$10.8K +$2.14K +28 +20%

EIX Hedge Fund Activity: Q4 2017 in Review

644 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2017, worth a combined $16.9B — down 17% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new EIX positions and 72 closed out — a net gain of 33 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $752M. The largest seller was JP Morgan Chase, cutting an estimated $416M.

  • 644 institutional investors held Edison International (EIX) as of Q4 2017, up from 616 in Q3 2017.
  • Funds reported $16.9B of Edison International stock for Q4 2017, down 17% quarter-over-quarter.
  • 105 funds opened new Edison International positions in Q4 2017 and 72 closed out, a net change of +33 holders.
  • The largest Edison International buyer in Q4 2017 was Wellington Management Group, an estimated $752M added.
  • The largest Edison International seller in Q4 2017 was JP Morgan Chase, an estimated $416M sold.

Based on aggregated 13F filings for Q4 2017.