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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
AWM
751
AllSquare Wealth Management
New York
$2K
LIWM
752
Long Island Wealth Management
New York
$2K +$1.45K +22 New
SIC
753
SJS Investment Consulting
Ohio
$1.86K -$197 -3 -10%
TFM
754
TFC Financial Management
Massachusetts
$1.72K +$394 +6 +33%
DPW
755
DiNuzzo Private Wealth
Pennsylvania
$1.72K +$1.58K +24 New
DF
756
Dunhill Financial
United Kingdom
$1.69K +$1.58K +24 New
VCM
757
Versant Capital Management
Arizona
$1.64K -$4.01K -61 -73%
CFD
758
Creative Financial Designs
Indiana
$1.64K
IHWM
759
Iron Horse Wealth Management
Iowa
$1.43K
CAM
760
ClariVest Asset Management
California
$1.43K +$1.31K +20 New
CWM
761
Cranbrook Wealth Management
Michigan
$1.03K
PWMG
762
Prestige Wealth Management Group
New Jersey
$1.01K
AW
763
Avion Wealth
Texas
$1K -$1.12K -17 -61%
TFA
764
Transamerica Financial Advisors
Florida
$1K
TCWA
765
Turtle Creek Wealth Advisors
Texas
$858 +$788 +12 New
AIC
766
Archer Investment Corporation
Indiana
$814
SAM
767
Smartleaf Asset Management
Massachusetts
$644 +$591 +9 New
TCA
768
Trifecta Capital Advisors
Illinois
$572
CJ
769
Caitlin John
Michigan
$510 +$460 +7 New
TWP
770
TFO Wealth Partners
Ohio
$500
CTB
771
Country Trust Bank
Illinois
$500 +$460 +7 New
AIMA
772
Ables Iannone Moore & Associates
Georgia
$429 +$394 +6 New
VWA
773
Valued Wealth Advisors
Utah
$385 +$394 +6 New
CWC
774
Carolinas Wealth Consulting
North Carolina
$361
TWD
775
True Wealth Design
Ohio
$358

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.