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Edison International

599 hedge funds and large institutions have $18.7B invested in Edison International in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 208 increasing their positions, 212 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $89.8M | Put options by funds: $69.5M

9% more capital invested

Capital invested by funds: $17.2B → $18.7B (+$1.48B)

1.27% more ownership

Funds ownership: 83.4%84.67% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 212

3% less funds holding

Funds holding: 617599 (-18)

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
599
Holders Change
-18
Holders Change %
-2.92%
% of All Funds
13.69%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
50
Increased
208
Reduced
212
Closed
58
Calls
$89.8M
Puts
$69.5M
Net Calls
+$20.3M
Net Calls Change
-$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.93B +$59M +881,794 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B +$26.2M +392,144 +2%
State Street
3
State Street
Massachusetts
$1.64B +$13.3M +199,375 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.07B -$259M -3,878,483 -20%
Macquarie Group
5
Macquarie Group
Australia
$789M +$43.2M +646,312 +6%
Lazard Asset Management
6
Lazard Asset Management
New York
$786M -$67.8M -1,013,779 -8%
Capital International Investors
7
Capital International Investors
California
$754M +$571M +8,530,510 +327%
Pzena Investment Management
8
Pzena Investment Management
New York
$606M +$74.5M +1,113,386 +14%
Boston Partners
9
Boston Partners
Massachusetts
$312M -$30.7M -458,274 -9%
Norges Bank
10
Norges Bank
Norway
$287M -$4.1M -61,312 -1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$287M +$8.36K +125 +0%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$286M -$8.97M -134,120 -3%
Northern Trust
13
Northern Trust
Illinois
$284M -$7.04M -105,240 -2%
American Century Companies
14
American Century Companies
Missouri
$267M -$45.4M -679,290 -15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$266M +$7.71M +115,210 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$254M -$6.44M -96,313 -3%
Franklin Resources
17
Franklin Resources
California
$226M -$20.1M -300,000 -8%
Legal & General Group
18
Legal & General Group
United Kingdom
$226M +$12.4M +185,127 +6%
Renaissance Technologies
19
Renaissance Technologies
New York
$222M +$44.8M +670,200 +26%
Deutsche Bank
20
Deutsche Bank
Germany
$215M +$9.77M +146,014 +5%
Fidelity International
21
Fidelity International
Bermuda
$211M +$7.39M +110,511 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$206M +$55.5M +830,137 +37%
AllianceBernstein
23
AllianceBernstein
Tennessee
$199M -$20.8M -310,421 -10%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$189M +$109M +1,635,379 +141%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$167M +$13.3M +198,311 +9%

EIX Hedge Fund Activity: Q3 2018 in Review

599 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q3 2018, worth a combined $18.7B — up 8.6% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of EIX and 50 opened new positions — a net loss of 8 holders — while 212 trimmed existing stakes and 208 added.

The largest buyer was Capital International Investors, adding an estimated $571M. The largest seller was Wellington Management Group, cutting an estimated $259M.

  • 599 institutional investors held Edison International (EIX) as of Q3 2018, down from 617 in Q2 2018.
  • Funds reported $18.7B of Edison International stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 50 funds opened new Edison International positions in Q3 2018 and 58 closed out, a net change of -8 holders.
  • The largest Edison International buyer in Q3 2018 was Capital International Investors, an estimated $571M added.
  • The largest Edison International seller in Q3 2018 was Wellington Management Group, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2018.