We are live on ! Find out more
EIX icon

Edison International

601 hedge funds and large institutions have $24B invested in Edison International in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 262 increasing their positions, 163 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 163

27% more capital invested

Capital invested by funds: $18.9B → $24B (+$5.1B)

2.6% more ownership

Funds ownership: 86.21%88.81% (+2.6%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0% more funds holding

Funds holding: 601601 (0)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $108M | Put options by funds: $268M

Holders
601
Holders Change
Holders Change %
0%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
76
Increased
262
Reduced
163
Closed
73
Calls
$108M
Puts
$268M
Net Calls
-$159M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
576
Institutional & Family Asset Management
Colorado
$6K +$5.25K +73 New
BCI
577
Brinker Capital Investments
Pennsylvania
$6K +$5.97K +83 New
PCG
578
Private Capital Group
Connecticut
$5K -$3.81K -53 -43%
LF
579
Lee Financial
Texas
$5K
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$5K
TF
581
TimeScale Financial
Massachusetts
$5K
VCM
582
Versant Capital Management
Arizona
$5K
BL
583
Balentine LLC
Georgia
$5K +$1.37K +19 +43%
BBHC
584
Brown Brothers Harriman & Co
New York
$5K +$3.17K +44 +210%
PB
585
Pinnacle Bancorp
Nebraska
$5K +$4.32K +60 New
RE
586
RBC Europe
United Kingdom
$4.22K -$28.8K -400 -88%
BWM
587
Baystate Wealth Management
Massachusetts
$4K +$72 +1 +2%
AWM
588
AllSquare Wealth Management
New York
$4K +$3.96K +55 New
GWAG
589
Garrett Wealth Advisory Group
Texas
$3.02K +$2.88K +40 New
IRC
590
Investors Research Corp
Georgia
$3K
CFGS
591
Concourse Financial Group Securities
Alabama
$3K +$1.94K +27 +386%
Kayne Anderson Rudnick Investment Management
592
Kayne Anderson Rudnick Investment Management
California
$2K
OC
593
Oakworth Capital
Alabama
$2K
AA
594
Advisory Alpha
Michigan
$1.41K +$1.37K +19 New
FGAM
595
Financial Gravity Asset Management
Texas
$1K -$1.73K -24 -62%
PWP
596
Personal Wealth Partners
Minnesota
$1K +$504 +7 New
TCA
597
Tortoise Capital Advisors
Kansas
$1K +$1.01K +14 New
GT
598
Glenmede Trust
Pennsylvania
$740 -$193K -2,683 -21%
ECM
599
EII Capital Management
New York
$98 +$93.5K +1,300 New
SWP
600
Strategic Wealth Partners
Ohio
$10 -$6.69K -93 -40%

EIX Hedge Fund Activity: Q3 2019 in Review

601 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q3 2019, worth a combined $24B — up 27% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EIX positions and 73 closed out — a net gain of 3 holders — while 262 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $780M. The largest seller was Capital International Investors, cutting an estimated $309M.

  • 601 institutional investors held Edison International (EIX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $24B of Edison International stock for Q3 2019, up 27% quarter-over-quarter.
  • 76 funds opened new Edison International positions in Q3 2019 and 73 closed out, a net change of +3 holders.
  • The largest Edison International buyer in Q3 2019 was JP Morgan Chase, an estimated $780M added.
  • The largest Edison International seller in Q3 2019 was Capital International Investors, an estimated $309M sold.

Based on aggregated 13F filings for Q3 2019.