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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
PA
651
Perennial Advisors
New York
-$43K -750 Closed
SGS
652
Sterling Global Strategies
California
-$39.7K -700 Closed
KCM
653
Karp Capital Management
California
-$32K -560 Closed
OIA
654
Optimum Investment Advisors
Illinois
-$23K -398 Closed
MIFH
655
Migdal Insurance & Financial Holdings
Israel
-$22K -382 Closed
JA
656
JOYN Advisors
Georgia
-$21K -374 Closed
WANY
657
Wealthspire Advisors (New York)
New York
-$17K -308 Closed
MF
658
MHI Funds
New York
-$11K -201 Closed
DWM
659
Doyle Wealth Management
Florida
-$9K -155 Closed
MOS
660
MGO One Seven
Ohio
-$8K -142 Closed
PMFA
661
Plante Moran Financial Advisors
Michigan
-$5K -95 Closed
CFGS
662
Concourse Financial Group Securities
Alabama
-$4.3K -72 -91%
PGWM
663
Parisi Gray Wealth Management
New Jersey
-$4K -67 Closed
VNA
664
Valley National Advisers
Pennsylvania
-$3K -60 Closed
SIS
665
Sound Income Strategies
Florida
-$3K -50 Closed
TCA
666
Tortoise Capital Advisors
Kansas
-$3K -49 Closed
PWMG
667
Prestige Wealth Management Group
New Jersey
-$2K -36 Closed
GCM
668
Gables Capital Management
Florida
-$2K -30 Closed
TFA
669
Transamerica Financial Advisors
Florida
-$2K -30 Closed
AC
670
Avestar Capital
New York
-$1.55K -26 -76%
HT
671
Heritage Trust
Oklahoma
-$1K -24 Closed
PCIA
672
Prime Capital Investment Advisors
Kansas
-$1K -18 Closed
CC
673
Claybrook Capital
Massachusetts
-$1K -14 Closed
WDL
674
Well Done LLC
Michigan
-$1K -14 Closed
CFA
675
Carroll Financial Associates
North Carolina
+$60 +1 +8%

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.