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Edison International

601 hedge funds and large institutions have $24B invested in Edison International in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 262 increasing their positions, 163 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 163

27% more capital invested

Capital invested by funds: $18.9B → $24B (+$5.1B)

2.6% more ownership

Funds ownership: 86.21%88.81% (+2.6%)

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0% more funds holding

Funds holding: 601601 (0)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

60% less call options, than puts

Call options by funds: $108M | Put options by funds: $268M

Holders
601
Holders Change
Holders Change %
0%
% of All Funds
13.18%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
76
Increased
262
Reduced
163
Closed
73
Calls
$108M
Puts
$268M
Net Calls
-$159M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.24B +$229M +3,187,891 +12%
BlackRock
2
BlackRock
New York
$2.15B +$209M +2,908,041 +11%
State Street
3
State Street
Massachusetts
$1.98B +$102M +1,411,050 +6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.38B +$689M +9,570,295 +109%
Capital International Investors
5
Capital International Investors
California
$1.3B -$309M -4,300,635 -20%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.28B +$780M +10,833,393 +177%
Macquarie Group
7
Macquarie Group
Australia
$838M -$106M -1,470,329 -12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$569M -$7.17M -99,685 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$552M -$219M -3,047,778 -29%
Boston Partners
10
Boston Partners
Massachusetts
$529M +$171M +2,376,347 +51%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$502M +$161M +2,239,407 +51%
Pzena Investment Management
12
Pzena Investment Management
New York
$429M -$124M -1,720,532 -23%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$403M +$45.1M +626,905 +13%
Norges Bank
14
Norges Bank
Norway
$369M +$17.1M +237,710 +5%
Deutsche Bank
15
Deutsche Bank
Germany
$336M +$64.6M +897,372 +25%
Northern Trust
16
Northern Trust
Illinois
$321M +$8.96M +124,468 +3%
American Century Companies
17
American Century Companies
Missouri
$312M +$179M +2,488,580 +150%
Renaissance Technologies
18
Renaissance Technologies
New York
$298M -$1.37M -18,999 -0.5%
Franklin Resources
19
Franklin Resources
California
$292M +$74.6M +1,036,154 +36%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$281M +$88M +1,222,955 +49%
Ameriprise
21
Ameriprise
Minnesota
$270M +$17.5M +242,804 +7%
ClearBridge Investments
22
ClearBridge Investments
New York
$262M +$250M +3,476,907 New
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$247M +$236M +3,276,341 New
Legal & General Group
24
Legal & General Group
United Kingdom
$232M +$9.58M +133,150 +5%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$184M -$32.4M -449,981 -16%

EIX Hedge Fund Activity: Q3 2019 in Review

601 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q3 2019, worth a combined $24B — up 27% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new EIX positions and 73 closed out — a net gain of 3 holders — while 262 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $780M. The largest seller was Capital International Investors, cutting an estimated $309M.

  • 601 institutional investors held Edison International (EIX) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $24B of Edison International stock for Q3 2019, up 27% quarter-over-quarter.
  • 76 funds opened new Edison International positions in Q3 2019 and 73 closed out, a net change of +3 holders.
  • The largest Edison International buyer in Q3 2019 was JP Morgan Chase, an estimated $780M added.
  • The largest Edison International seller in Q3 2019 was Capital International Investors, an estimated $309M sold.

Based on aggregated 13F filings for Q3 2019.