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Edison International

610 hedge funds and large institutions have $16.9B invested in Edison International in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 218 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 197

9% more capital invested

Capital invested by funds: $15.6B → $16.9B (+$1.39B)

2% more funds holding

Funds holding: 597610 (+13)

1% less ownership

Funds ownership: 84.93%83.94% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

62% less call options, than puts

Call options by funds: $120M | Put options by funds: $312M

Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
88
Increased
218
Reduced
197
Closed
67
Calls
$120M
Puts
$312M
Net Calls
-$192M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$8K
LFG
577
Larson Financial Group
Missouri
$8K +$60 +1 +0.8%
AIA
578
Alera Investment Advisors
Illinois
$8K +$5.49K +92 +288%
SFSIG
579
San Francisco Sentry Investment Group
California
$7K
FGAM
580
Financial Gravity Asset Management
Texas
$7K +$6.62K +111 New
KPW
581
Kore Private Wealth
New York
$6K
TFO
582
Tarbox Family Office
California
$6K
PFGIA
583
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$5.97K +100 New
MWC
584
MBM Wealth Consultants
Missouri
$5K
CI
585
CX Institutional
Indiana
$5K +$3.7K +62 +326%
OWA
586
One Wealth Advisors
California
$5K +$4.54K +76 New
RA
587
Rational Advisors
New York
$4K -$3.58K -60 -50%
PCG
588
Private Capital Group
Connecticut
$4K
LF
589
Lee Financial
Texas
$4K +$4K +67 New
LHC
590
Little House Capital
Massachusetts
$4K +$4.47K +75 New
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$3.9K
FRA
592
Front Row Advisors
California
$3K -$656 -11 -19%
BWM
593
Baystate Wealth Management
Massachusetts
$3K +$60 +1 +2%
OWD
594
Osborn Williams & Donohoe
Ohio
$3K +$2.98K +50 New
TFS
595
TrustCore Financial Services
Tennessee
$3K +$2.98K +50 New
TA
596
Thor Advisors
New York
$3K +$3.1K +52 New
PCP
597
Proficio Capital Partners
Massachusetts
$2K -$2.39K -40 -51%
MSA
598
Marino Stram & Associates
Massachusetts
$2K
OC
599
Oakworth Capital
Alabama
$2K
IRC
600
Investors Research Corp
Georgia
$2K +$2.03K +34 New

EIX Hedge Fund Activity: Q1 2019 in Review

610 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2019, worth a combined $16.9B — up 9% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EIX positions and 67 closed out — a net gain of 21 holders — while 218 added to existing stakes and 197 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was Lazard Asset Management, cutting an estimated $392M.

  • 610 institutional investors held Edison International (EIX) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $16.9B of Edison International stock for Q1 2019, up 9% quarter-over-quarter.
  • 88 funds opened new Edison International positions in Q1 2019 and 67 closed out, a net change of +21 holders.
  • The largest Edison International buyer in Q1 2019 was JP Morgan Chase, an estimated $238M added.
  • The largest Edison International seller in Q1 2019 was Lazard Asset Management, an estimated $392M sold.

Based on aggregated 13F filings for Q1 2019.