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Edison International

638 hedge funds and large institutions have $24.7B invested in Edison International in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 243 increasing their positions, 192 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 48

27% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 192

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 601638 (+37)

2.37% more ownership

Funds ownership: 88.81%91.19% (+2.4%)

3% more capital invested

Capital invested by funds: $24B → $24.7B (+$667M)

32% less call options, than puts

Call options by funds: $125M | Put options by funds: $185M

Holders
638
Holders Change
+37
Holders Change %
+6.16%
% of All Funds
12.57%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
98
Increased
243
Reduced
192
Closed
48
Calls
$125M
Puts
$185M
Net Calls
-$59.4M
Net Calls Change
+$99.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.26B +$12M +169,277 +0.6%
BlackRock
2
BlackRock
New York
$2.23B +$78.2M +1,105,003 +4%
State Street
3
State Street
Massachusetts
$2.06B +$78.4M +1,108,106 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.88B +$468M +6,608,492 +36%
Capital International Investors
5
Capital International Investors
California
$1.64B +$318M +4,492,182 +26%
Macquarie Group
6
Macquarie Group
Australia
$968M +$122M +1,728,507 +16%
JP Morgan Chase
7
JP Morgan Chase
New York
$861M -$391M -5,529,854 -33%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$799M +$216M +3,048,550 +40%
Boston Partners
9
Boston Partners
Massachusetts
$596M +$62.2M +879,793 +13%
Pzena Investment Management
10
Pzena Investment Management
New York
$455M +$24.2M +342,174 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$441M -$57M -806,256 -12%
Deutsche Bank
12
Deutsche Bank
Germany
$435M +$92.3M +1,304,680 +29%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$421M +$17.8M +251,163 +5%
Norges Bank
14
Norges Bank
Norway
$369M
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$335M +$50.5M +713,253 +19%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$321M +$69.6M +983,384 +30%
Northern Trust
17
Northern Trust
Illinois
$318M -$2.65M -37,501 -0.9%
ClearBridge Investments
18
ClearBridge Investments
New York
$313M +$51.6M +729,594 +21%
American Century Companies
19
American Century Companies
Missouri
$309M -$2.97M -42,001 -1%
Franklin Resources
20
Franklin Resources
California
$293M +$263K +3,716 +0.1%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$267M -$267M -3,774,901 -52%
Legal & General Group
22
Legal & General Group
United Kingdom
$241M +$8.66M +122,454 +4%
Ameriprise
23
Ameriprise
Minnesota
$224M -$42.8M -605,137 -17%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$204M +$18.7M +264,959 +11%
Renaissance Technologies
25
Renaissance Technologies
New York
$202M -$90M -1,272,109 -32%

EIX Hedge Fund Activity: Q4 2019 in Review

638 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2019, worth a combined $24.7B — up 2.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EIX positions and 48 closed out — a net gain of 50 holders — while 243 added to existing stakes and 192 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $468M. The largest seller was JP Morgan Chase, cutting an estimated $391M.

  • 638 institutional investors held Edison International (EIX) as of Q4 2019, up from 601 in Q3 2019.
  • Funds reported $24.7B of Edison International stock for Q4 2019, up 2.8% quarter-over-quarter.
  • 98 funds opened new Edison International positions in Q4 2019 and 48 closed out, a net change of +50 holders.
  • The largest Edison International buyer in Q4 2019 was T. Rowe Price Associates, an estimated $468M added.
  • The largest Edison International seller in Q4 2019 was JP Morgan Chase, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2019.