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Edison International

483 hedge funds and large institutions have $12B invested in Edison International in 2013 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 181 increasing their positions, 150 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

21% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 150

11% more funds holding

Funds holding: 435483 (+48)

0% less capital invested

Capital invested by funds: $12B → $12B (-$51M)

0.77% less ownership

Funds ownership: 80.26%79.49% (-0.77%)

12% less call options, than puts

Call options by funds: $9.58M | Put options by funds: $10.8M

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
483
Holders Change
+48
Holders Change %
+11.03%
% of All Funds
14.02%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
76
Increased
181
Reduced
150
Closed
24
Calls
$9.58M
Puts
$10.8M
Net Calls
-$1.27M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.34B -$40.2M -851,383 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$816M +$13.3M +280,984 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$574M -$118M -2,505,532 -17%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$495M -$234M -4,943,208 -32%
Franklin Resources
5
Franklin Resources
California
$485M +$367K +7,770 +0.1%
BIT
6
BlackRock Institutional Trust
California
$395M +$3.32M +70,229 +0.8%
Macquarie Group
7
Macquarie Group
Australia
$390M +$40.3M +852,732 +11%
Artisan Partners
8
Artisan Partners
Wisconsin
$308M +$108M +2,292,988 +53%
Invesco
9
Invesco
Georgia
$305M +$3.16M +66,980 +1%
BFA
10
BlackRock Fund Advisors
California
$302M +$5.98M +126,563 +2%
Goldman Sachs
11
Goldman Sachs
New York
$265M +$15.5M +327,480 +6%
AL
12
AJO LP
Pennsylvania
$259M +$19.7M +417,380 +8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$225M +$38.8M +822,297 +20%
Capital World Investors
14
Capital World Investors
California
$219M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$207M +$4.64M +98,162 +2%
Northern Trust
16
Northern Trust
Illinois
$192M -$2.17M -46,037 -1%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$179M +$70.9M +1,500,000 +64%
BA
18
BlackRock Advisors
Delaware
$159M +$20M +422,423 +14%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$155M +$11.1M +235,304 +8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$153M +$1.72M +36,343 +1%
Norges Bank
21
Norges Bank
Norway
$142M -$44.3M -937,056 -23%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$138M +$60.1M +1,272,256 +74%
BG
23
BlackRock Group
United Kingdom
$115M +$2.18M +46,055 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$113M +$6.3M +133,365 +6%
O
25
OppenheimerFunds
New York
$104M +$30.7M +650,260 +41%

EIX Hedge Fund Activity: Q4 2013 in Review

483 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2013, worth a combined $12B — down 0.42% from $12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EIX positions and 24 closed out — a net gain of 52 holders — while 181 added to existing stakes and 150 trimmed.

The largest buyer was Artisan Partners, adding an estimated $108M. The largest seller was Fidelity Investments, cutting an estimated $234M.

  • 483 institutional investors held Edison International (EIX) as of Q4 2013, up from 435 in Q3 2013.
  • Funds reported $12B of Edison International stock for Q4 2013, down 0.42% quarter-over-quarter.
  • 76 funds opened new Edison International positions in Q4 2013 and 24 closed out, a net change of +52 holders.
  • The largest Edison International buyer in Q4 2013 was Artisan Partners, an estimated $108M added.
  • The largest Edison International seller in Q4 2013 was Fidelity Investments, an estimated $234M sold.

Based on aggregated 13F filings for Q4 2013.