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Edison International

610 hedge funds and large institutions have $16.9B invested in Edison International in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 218 increasing their positions, 197 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 67

11% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 197

9% more capital invested

Capital invested by funds: $15.6B → $16.9B (+$1.39B)

2% more funds holding

Funds holding: 597610 (+13)

1% less ownership

Funds ownership: 84.93%83.94% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

62% less call options, than puts

Call options by funds: $120M | Put options by funds: $312M

Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
88
Increased
218
Reduced
197
Closed
67
Calls
$120M
Puts
$312M
Net Calls
-$192M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.64B +$1.53M +25,686 +0.1%
BlackRock
2
BlackRock
New York
$1.61B -$101M -1,687,617 -6%
State Street
3
State Street
Massachusetts
$1.54B +$4.21M +70,544 +0.3%
Capital International Investors
4
Capital International Investors
California
$1.34B -$13.4M -224,959 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$827M -$74.1M -1,242,606 -9%
Macquarie Group
6
Macquarie Group
Australia
$798M -$10.3M -173,404 -1%
Pzena Investment Management
7
Pzena Investment Management
New York
$465M -$54.4M -912,134 -11%
JP Morgan Chase
8
JP Morgan Chase
New York
$434M +$238M +3,981,351 +131%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$318M -$23.2M -388,860 -7%
Boston Partners
10
Boston Partners
Massachusetts
$285M -$45.3M -758,572 -14%
Norges Bank
11
Norges Bank
Norway
$282M +$17.9M +300,108 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$280M +$15.7M +262,902 +6%
Northern Trust
13
Northern Trust
Illinois
$260M -$5.94M -99,550 -2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$256M +$773K +12,956 +0.3%
Renaissance Technologies
15
Renaissance Technologies
New York
$246M +$33.1M +555,190 +16%
Ameriprise
16
Ameriprise
Minnesota
$208M +$123M +2,060,724 +158%
Legal & General Group
17
Legal & General Group
United Kingdom
$183M +$17.9M +300,013 +11%
Deutsche Bank
18
Deutsche Bank
Germany
$179M +$5.87M +98,417 +4%
Franklin Resources
19
Franklin Resources
California
$176M -$11.7M -196,316 -6%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$172M +$109M +1,823,016 +190%
Bank of America
21
Bank of America
North Carolina
$159M +$11.9M +198,961 +8%
Fidelity International
22
Fidelity International
Bermuda
$151M -$37.4M -626,761 -20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$146M -$59.9M -1,003,461 -30%
Wells Fargo
24
Wells Fargo
California
$131M +$4.81M +80,601 +4%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$127M +$122M +2,048,967 New

EIX Hedge Fund Activity: Q1 2019 in Review

610 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q1 2019, worth a combined $16.9B — up 9% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new EIX positions and 67 closed out — a net gain of 21 holders — while 218 added to existing stakes and 197 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $238M. The largest seller was Lazard Asset Management, cutting an estimated $392M.

  • 610 institutional investors held Edison International (EIX) as of Q1 2019, up from 597 in Q4 2018.
  • Funds reported $16.9B of Edison International stock for Q1 2019, up 9% quarter-over-quarter.
  • 88 funds opened new Edison International positions in Q1 2019 and 67 closed out, a net change of +21 holders.
  • The largest Edison International buyer in Q1 2019 was JP Morgan Chase, an estimated $238M added.
  • The largest Edison International seller in Q1 2019 was Lazard Asset Management, an estimated $392M sold.

Based on aggregated 13F filings for Q1 2019.