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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
SIC
601
Salem Investment Counselors
North Carolina
$100K
CAS
602
Coppell Advisory Solutions
Texas
$98.5K +$76.5K +1,164 +544%
JFA
603
JNBA Financial Advisors
Minnesota
$98.2K
GWM
604
Geneos Wealth Management
Colorado
$97.5K -$8.94K -136 -9%
BWM
605
BKM Wealth Management
Wisconsin
$94.1K +$86.5K +1,316 New
TLCM
606
Twin Lakes Capital Management
California
$91.5K +$920 +14 +1%
PFBT
607
Parkside Financial Bank & Trust
Missouri
$90.5K -$986 -15 -1%
M
608
Mirova
France
$85.9K -$4.73K -72 -6%
AA
609
Alta Advisers
United Kingdom
$85.8K
MFC
610
Mechanics Financial Corp
Ohio
$85.8K
BMCM
611
Burns Matteson Capital Management
New York
$78.4K
WTC
612
WhitTier Trust Company
Nevada
$76.6K +$19.6K +298 +39%
FFA
613
Farther Finance Advisors
California
$75.5K +$15.9K +242 +30%
GIA
614
GHP Investment Advisors
Colorado
$71.5K -$8.41K -128 -11%
TPCW
615
TD Private Client Wealth
New York
$71.4K +$19.6K +298 +43%
C
616
Covestor
United Kingdom
$70K -$3.68K -56 -5%
GI
617
Gradient Investments
Minnesota
$69.3K
FMTCOCP
618
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K
WCM
619
Winthrop Capital Management
Indiana
$68.6K +$63.1K +960 New
HCP
620
Hexagon Capital Partners
Arkansas
$68.4K -$45.4K -691 -42%
RIM
621
Rakuten Investment Management
Japan
$67.9K +$62.3K +948 New
RFA
622
Resurgent Financial Advisors
Georgia
$67.5K -$1.18K -18 -2%
LC
623
Lindbrook Capital
California
$67.3K +$17.7K +270 +40%
MHR
624
Matthew Hamilton Rosenberg
$65.6K
AP
625
Aspect Partners
Virginia
$60.7K +$55.8K +849 New

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.