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Edison International

616 hedge funds and large institutions have $20.5B invested in Edison International in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 217 increasing their positions, 214 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

1% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 214

0% more funds holding

Funds holding: 614616 (+2)

3% less capital invested

Capital invested by funds: $21.1B → $20.5B (-$561M)

1.13% less ownership

Funds ownership: 82.67%81.54% (-1.1%)

74% less call options, than puts

Call options by funds: $11M | Put options by funds: $41.8M

Holders
616
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
15.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
53
Increased
217
Reduced
214
Closed
43
Calls
$11M
Puts
$41.8M
Net Calls
-$30.8M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$45.6M -576,276 -2%
State Street
2
State Street
Massachusetts
$1.93B -$3.03M -38,261 -0.2%
BlackRock
3
BlackRock
New York
$1.92B +$20.1M +253,491 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$992M -$200M -2,525,304 -16%
Macquarie Group
5
Macquarie Group
Australia
$738M -$53.4M -675,368 -7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$619M +$169M +2,133,662 +36%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$602M -$24.6M -310,368 -4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$370M -$33M -417,337 -8%
Northern Trust
9
Northern Trust
Illinois
$352M +$23.1M +292,242 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$329M -$112M -1,412,112 -25%
Franklin Resources
11
Franklin Resources
California
$313M -$9.65M -121,970 -3%
American Century Companies
12
American Century Companies
Missouri
$313M -$15.4M -194,453 -5%
AQR Capital Management
13
AQR Capital Management
Connecticut
$295M +$12.7M +160,452 +4%
Norges Bank
14
Norges Bank
Norway
$273M -$17.2M -217,933 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$257M +$7.49M +94,700 +3%
Deutsche Bank
16
Deutsche Bank
Germany
$252M +$4.08M +51,552 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$241M +$36.8M +465,605 +18%
Fidelity International
18
Fidelity International
Bermuda
$234M +$19.3M +243,475 +9%
Boston Partners
19
Boston Partners
Massachusetts
$224M -$66.2M -836,990 -22%
Legal & General Group
20
Legal & General Group
United Kingdom
$212M +$11.8M +149,780 +6%
Wells Fargo
21
Wells Fargo
California
$199M +$47.3M +598,402 +30%
Ameriprise
22
Ameriprise
Minnesota
$192M -$46.4M -586,377 -19%
Invesco
23
Invesco
Georgia
$187M -$11.1M -139,957 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$180M -$5.22M -65,998 -3%
Bank of America
25
Bank of America
North Carolina
$179M +$19.5M +246,083 +12%

EIX Hedge Fund Activity: Q3 2017 in Review

616 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q3 2017, worth a combined $20.5B — down 2.7% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EIX positions and 43 closed out — a net gain of 10 holders — while 217 added to existing stakes and 214 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $169M. The largest seller was JP Morgan Chase, cutting an estimated $200M.

  • 616 institutional investors held Edison International (EIX) as of Q3 2017, up from 614 in Q2 2017.
  • Funds reported $20.5B of Edison International stock for Q3 2017, down 2.7% quarter-over-quarter.
  • 53 funds opened new Edison International positions in Q3 2017 and 43 closed out, a net change of +10 holders.
  • The largest Edison International buyer in Q3 2017 was Wellington Management Group, an estimated $169M added.
  • The largest Edison International seller in Q3 2017 was JP Morgan Chase, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2017.