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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
AFNAS
601
American Financial Network Advisory Services
California
$10K
CCM
602
Cribstone Capital Management
Maine
$10K
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
AWM
604
Aevitas Wealth Management
Massachusetts
$10K +$11.7K +153 New
MFW
605
Mosaic Family Wealth
Missouri
$10K +$12.2K +160 New
CA
606
Calton & Associates
Florida
$10K +$12.5K +164 New
AF
607
Arrow Financial
New York
$9K
CBT
608
Capital Bank & Trust
California
$9K
RBC
609
Roble Belko & Company
Pennsylvania
$9K
WAS
610
WESPAC Advisors SoCal
California
$9K +$11.4K +150 New
QAM
611
QCI Asset Management
New York
$8K
TFS
612
TrustCore Financial Services
Tennessee
$8K +$9.15K +120 New
HAM
613
Highstreet Asset Management
Ontario, Canada
$7K
SFSIG
614
San Francisco Sentry Investment Group
California
$7K
AF
615
Advisornet Financial
Minnesota
$7K +$8.01K +105 New
VFA
616
Valeo Financial Advisors
Indiana
$6K
MOS
617
MGO One Seven
Ohio
$6K +$6.79K +89 New
PMFA
618
Plante Moran Financial Advisors
Michigan
$5K
PCP
619
Proficio Capital Partners
Massachusetts
$5K
SIS
620
Sound Income Strategies
Florida
$5K +$5.72K +75 New
HWP
621
Hefty Wealth Partners
Indiana
$4K -$1.13M -14,826 -100%
OC
622
Oakworth Capital
Alabama
$4K
PFBT
623
Parkside Financial Bank & Trust
Missouri
$4K
PGWM
624
Parisi Gray Wealth Management
New Jersey
$4K +$5.11K +67 New
TFO
625
Tarbox Family Office
California
$3K

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.