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Edison International

489 hedge funds and large institutions have $14.8B invested in Edison International in 2014 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

23% more capital invested

Capital invested by funds: $12B → $14.8B (+$2.78B)

1% more funds holding

Funds holding: 483489 (+6)

0.64% more ownership

Funds ownership: 79.49%80.13% (+0.64%)

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

66% less call options, than puts

Call options by funds: $11M | Put options by funds: $32.7M

Holders
489
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
14.12%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.32%
New
57
Increased
170
Reduced
185
Closed
44
Calls
$11M
Puts
$32.7M
Net Calls
-$21.7M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.56B -$65M -1,305,121 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B +$23.4M +469,603 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$692M +$76.1M +1,529,021 +14%
JP Morgan Chase
4
JP Morgan Chase
New York
$654M -$42.3M -849,127 -7%
Franklin Resources
5
Franklin Resources
California
$593M +$28.9K +580 +0%
BIT
6
BlackRock Institutional Trust
California
$478M -$4.27M -85,834 -1%
Macquarie Group
7
Macquarie Group
Australia
$475M -$2.04M -40,932 -0.5%
BFA
8
BlackRock Fund Advisors
California
$381M +$10.5M +211,699 +3%
Artisan Partners
9
Artisan Partners
Wisconsin
$377M -$321K -6,449 -0.1%
Invesco
10
Invesco
Georgia
$348M -$21.3M -428,107 -7%
AL
11
AJO LP
Pennsylvania
$315M -$1.49M -29,870 -0.5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$272M -$2.76M -55,411 -1%
Northern Trust
13
Northern Trust
Illinois
$246M +$10.3M +205,948 +5%
Goldman Sachs
14
Goldman Sachs
New York
$236M -$76.9M -1,543,396 -27%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$207M -$10.4M -208,400 -5%
Millennium Management
16
Millennium Management
New York
$200M +$152M +3,048,256 +634%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$192M +$20.5M +411,585 +14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$187M -$58.2M -1,167,806 -26%
AllianceBernstein
19
AllianceBernstein
Tennessee
$181M -$5.26M -105,733 -3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$174M +$105M +2,104,280 +216%
Norges Bank
21
Norges Bank
Norway
$174M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$140M +$2.24M +44,889 +2%
BG
23
BlackRock Group
United Kingdom
$138M -$2.61M -52,458 -2%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$136M -$47.2M -948,326 -28%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$135M +$12.3M +247,500 +12%

EIX Hedge Fund Activity: Q1 2014 in Review

489 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2014, worth a combined $14.8B — up 23% from $12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new EIX positions and 44 closed out — a net gain of 13 holders — while 170 added to existing stakes and 185 trimmed.

The largest buyer was Millennium Management, adding an estimated $152M. The largest seller was Capital World Investors, cutting an estimated $204M.

  • 489 institutional investors held Edison International (EIX) as of Q1 2014, up from 483 in Q4 2013.
  • Funds reported $14.8B of Edison International stock for Q1 2014, up 23% quarter-over-quarter.
  • 57 funds opened new Edison International positions in Q1 2014 and 44 closed out, a net change of +13 holders.
  • The largest Edison International buyer in Q1 2014 was Millennium Management, an estimated $152M added.
  • The largest Edison International seller in Q1 2014 was Capital World Investors, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2014.