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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
HGERS
701
Householder Group Estate & Retirement Specialist
Arizona
$12K
FA
702
Financial Avengers
California
$11.9K +$131 +2 +1%
HBW
703
Hazlett, Burt & Watson
West Virginia
$11K -$16.8K -255 -63%
LFG
704
Larson Financial Group
Missouri
$10.9K +$131 +2 +1%
AA
705
Ancora Advisors
Ohio
$10.9K
SSB
706
Sandy Spring Bank
Maryland
$10.7K
NBT
707
Northwest Bank & Trust
Iowa
$10.7K +$9.86K +150 New
S
708
Sachetta
Massachusetts
$10.6K +$9.59K +146 New
SC
709
Steph & Co
Wisconsin
$10K
GKIM
710
GW&K Investment Management
Massachusetts
$10K +$263 +4 +3%
OA
711
Operose Advisors
Wisconsin
$9.65K
CT
712
Colonial Trust
South Carolina
$9.52K -$5.72K -87 -40%
IFAM
713
Institutional & Family Asset Management
Colorado
$9.51K +$197 +3 +2%
AF
714
Advisornet Financial
Minnesota
$9.29K +$1.84K +28 +27%
T
715
Tidemark
California
$9.08K +$8.34K +127 New
AWM
716
Abound Wealth Management
Tennessee
$9.03K +$3.29K +50 +66%
GEA
717
Glen Eagle Advisors
New Jersey
$8.94K
SC
718
Stephens Consulting
Michigan
$8.73K +$66 +1 +0.8%
PMFA
719
Plante Moran Financial Advisors
Michigan
$8.72K +$8.02K +122 New
JWA
720
JFS Wealth Advisors
Pennsylvania
$8.15K +$788 +12 +12%
HB
721
Horizon Bancorp
Indiana
$8K
NSIM
722
North Star Investment Management
Illinois
$7.15K -$986 -15 -13%
PCWA
723
Pacific Capital Wealth Advisors
California
$7.15K +$6.57K +100 New
VF
724
VitalStone Financial
Texas
$7K +$6.57K +100 New
PWMG
725
Private Wealth Management Group
New Jersey
$6.79K +$6.24K +95 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.