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Edison International

510 hedge funds and large institutions have $17.1B invested in Edison International in 2014 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 200 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 161

7% more capital invested

Capital invested by funds: $16B → $17.1B (+$1.13B)

6% more funds holding

Funds holding: 482510 (+28)

0.06% more ownership

Funds ownership: 80.34%80.4% (+0.06%)

17% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $21.2M

Holders
510
Holders Change
+28
Holders Change %
+5.81%
% of All Funds
13.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
67
Increased
200
Reduced
161
Closed
29
Calls
$17.7M
Puts
$21.2M
Net Calls
-$3.5M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$1.85B +$39.3M +632,448 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B +$42.7M +687,132 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.09B -$55.5M -892,599 -5%
Deutsche Bank
4
Deutsche Bank
Germany
$706M +$3.69M +59,370 +0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$691M +$15.6M +251,434 +2%
BIT
6
BlackRock Institutional Trust
California
$599M +$21.1M +340,264 +4%
Macquarie Group
7
Macquarie Group
Australia
$590M -$8.06M -129,768 -1%
Franklin Resources
8
Franklin Resources
California
$556M -$270M -4,345,310 -34%
BFA
9
BlackRock Fund Advisors
California
$537M +$66.2M +1,065,881 +15%
Artisan Partners
10
Artisan Partners
Wisconsin
$389M -$18.5M -298,505 -5%
Invesco
11
Invesco
Georgia
$305M -$133M -2,136,365 -31%
AL
12
AJO LP
Pennsylvania
$301M -$15.6M -251,380 -5%
Northern Trust
13
Northern Trust
Illinois
$275M -$4.41M -70,994 -2%
American Century Companies
14
American Century Companies
Missouri
$258M +$114M +1,839,770 +88%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$253M +$1.23M +19,764 +0.5%
Norges Bank
16
Norges Bank
Norway
$244M +$993K +15,985 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$209M -$1.67M -26,937 -0.8%
Ameriprise
18
Ameriprise
Minnesota
$197M +$53.2M +855,895 +40%
AllianceBernstein
19
AllianceBernstein
Tennessee
$195M -$5.62M -90,512 -3%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$195M +$92.6M +1,491,300 +101%
JHIU
21
Janus Henderson Investors US
Colorado
$191M +$28.2M +453,477 +18%
BG
22
BlackRock Group
United Kingdom
$183M +$13.9M +223,957 +9%
Jennison Associates
23
Jennison Associates
New York
$168M +$24.5M +395,097 +18%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$162M +$5.51M +88,659 +4%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$153M +$21.3M +342,469 +17%

EIX Hedge Fund Activity: Q4 2014 in Review

510 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2014, worth a combined $17.1B — up 7.1% from $16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new EIX positions and 29 closed out — a net gain of 38 holders — while 200 added to existing stakes and 161 trimmed.

The largest buyer was American Century Companies, adding an estimated $114M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.38B sold.

  • 510 institutional investors held Edison International (EIX) as of Q4 2014, up from 482 in Q3 2014.
  • Funds reported $17.1B of Edison International stock for Q4 2014, up 7.1% quarter-over-quarter.
  • 67 funds opened new Edison International positions in Q4 2014 and 29 closed out, a net change of +38 holders.
  • The largest Edison International buyer in Q4 2014 was American Century Companies, an estimated $114M added.
  • The largest Edison International seller in Q4 2014 was Americafirst Capital Management, an estimated $1.38B sold.

Based on aggregated 13F filings for Q4 2014.