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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
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$18.6K
MSG
677
Main Street Group
Virginia
$18.5K +$17K +259 New
AssetMark Inc
678
AssetMark Inc
California
$18K +$131 +2 +0.8%
CFGS
679
Concourse Financial Group Securities
Alabama
$16.9K +$1.05K +16 +7%
AAP
680
Arax Advisory Partners
Colorado
$16.8K +$131 +2 +0.9%
TC
681
Truvestments Capital
Florida
$16.7K
AGWCA
682
Annis Gardner Whiting Capital Advisors
Florida
$16.6K +$657 +10 +5%
GWMI
683
Guardian Wealth Management (Illinois)
Illinois
$16.2K -$703K -10,699 -98%
GWSG
684
GPS Wealth Strategies Group
Colorado
$16.1K
NFSG
685
Newbridge Financial Services Group
Florida
$16K
PCFFS
686
Pacific Center for Financial Services
California
$15.6K -$10.6K -162 -43%
BC
687
Barrett & Company
Rhode Island
$15.4K
SWA
688
SOA Wealth Advisors
New York
$15.3K +$131 +2 +0.9%
ACA
689
Atlas Capital Advisors
Wyoming
$15.1K
LSA
690
Leonteq Securities AG
Switzerland
$14.7K -$18.3K -279 -58%
VWM
691
Venturi Wealth Management
Texas
$14.6K +$3.88K +59 +41%
CA
692
Clearstead Advisors
Ohio
$14.6K -$8.94K -136 -40%
CSC
693
Caldwell Sutter Capital
California
$14.3K
CT
694
Caldwell Trust
Florida
$14.3K
PO
695
Private Ocean
California
$14.3K
BWAM
696
Boyd Watterson Asset Management
Ohio
$13.9K
HWP
697
Highline Wealth Partners
California
$13.3K
GBT
698
Grove Bank & Trust
Florida
$13.2K
ZB
699
Zions Bancorporation
Utah
$12.9K +$329 +5 +3%
GGI
700
Godsey & Gibb Inc
Virginia
$12.5K

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.