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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
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$190K +2,893 New
LSAG
577
Lake Street Advisors Group
New Hampshire
$205K +$186K +2,836 New
SP
578
Symmetry Partners
Connecticut
$204K -$52.6K -800 -22%
PWMAG
579
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$187K +2,841 New
PBO
580
Peoples Bank (Ohio)
Ohio
$203K +$187K +2,839 New
SMWM
581
Silvia McColl Wealth Management
California
$201K +$185K +2,811 New
CTC
582
Central Trust Company
Missouri
$198K
ASN
583
Advisory Services Network
Georgia
$193K +$177K +2,700 New
CI Investments Inc
584
CI Investments Inc
Ontario, Canada
$185K +$31.5K +479 +23%
HDIM
585
Hanson & Doremus Investment Management
Vermont
$176K -$16.4K -249 -9%
S
586
SignatureFD
Georgia
$174K -$2.17K -33 -1%
SN
587
Sittner & Nelson
Oregon
$169K
WBC
588
Westpac Banking Corp
Australia
$153K -$9.86K -150 -7%
SWM
589
Spire Wealth Management
Virginia
$148K +$2.1K +32 +2%
SIM
590
Sentry Investment Management
Wisconsin
$143K -$14.1K -215 -10%
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$137K -$8.02K -122 -6%
TFA
592
Toth Financial Advisory
Virginia
$135K
PIM
593
Plato Investment Management
Australia
$132K +$122K +1,851 New
UB
594
UMB Bank
Missouri
$132K -$22.6K -344 -16%
PCM
595
Penserra Capital Management
California
$126K -$24.5K -373 -17%
WTA
596
Washington Trust Advisors
Massachusetts
$123K
Federated Hermes
597
Federated Hermes
Pennsylvania
$117K -$2.76K -42 -3%
HI
598
Harbour Investments
Wisconsin
$113K +$8.41K +128 +9%
TWC
599
TD Waterhouse Canada
Ontario, Canada
$108K +$98.6K +1,500 New
GFL
600
Granite FO LLC
New Hampshire
$107K

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.