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Edison International

600 hedge funds and large institutions have $18.2B invested in Edison International in 2020 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 223 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

19% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 62

10% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 202

2% more funds holding

Funds holding: 590600 (+10)

3% more capital invested

Capital invested by funds: $17.7B → $18.2B (+$468M)

0.46% less ownership

Funds ownership: 89.07%88.61% (-0.46%)

31% less call options, than puts

Call options by funds: $78.8M | Put options by funds: $115M

Holders
600
Holders Change
+10
Holders Change %
+1.69%
% of All Funds
12.3%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.31%
New
74
Increased
223
Reduced
202
Closed
62
Calls
$78.8M
Puts
$115M
Net Calls
-$35.8M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B +$419M +7,277,176 +24%
BlackRock
2
BlackRock
New York
$1.87B +$190M +3,301,033 +11%
State Street
3
State Street
Massachusetts
$1.51B +$10.1M +175,901 +0.6%
Capital International Investors
4
Capital International Investors
California
$847M -$252M -4,378,563 -22%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$668M -$447M -7,764,782 -39%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$646M +$80.1M +1,392,290 +13%
Macquarie Group
7
Macquarie Group
Australia
$642M +$13.2M +228,574 +2%
ZP
8
Zimmer Partners
New York
$542M +$440M +7,650,000 +329%
Boston Partners
9
Boston Partners
Massachusetts
$425M -$44.9M -779,807 -9%
ClearBridge Investments
10
ClearBridge Investments
New York
$376M +$45.4M +789,232 +13%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$361M +$18.9M +328,624 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$322M +$20.2M +351,125 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$320M -$72.2M -1,255,745 -18%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$316M +$97.1M +1,687,894 +41%
Pzena Investment Management
15
Pzena Investment Management
New York
$280M -$182K -3,162 -0.1%
Deutsche Bank
16
Deutsche Bank
Germany
$277M -$7.24M -125,817 -2%
Capital Research Global Investors
17
Capital Research Global Investors
California
$268M +$66.4M +1,154,100 +30%
Norges Bank
18
Norges Bank
Norway
$247M -$11M -191,711 -4%
Northern Trust
19
Northern Trust
Illinois
$241M +$7.68M +133,574 +3%
Franklin Resources
20
Franklin Resources
California
$231M +$5.55M +96,487 +2%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$200M -$65.5M -1,139,340 -24%
Legal & General Group
22
Legal & General Group
United Kingdom
$185M +$8.51M +147,873 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$178M +$8.44M +146,766 +5%
American Century Companies
24
American Century Companies
Missouri
$170M -$80.4M -1,398,302 -31%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$161M +$20.1M +349,483 +13%

EIX Hedge Fund Activity: Q2 2020 in Review

600 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q2 2020, worth a combined $18.2B — up 2.6% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new EIX positions and 62 closed out — a net gain of 12 holders — while 223 added to existing stakes and 202 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $440M. The largest seller was T. Rowe Price Associates, cutting an estimated $447M.

  • 600 institutional investors held Edison International (EIX) as of Q2 2020, up from 590 in Q1 2020.
  • Funds reported $18.2B of Edison International stock for Q2 2020, up 2.6% quarter-over-quarter.
  • 74 funds opened new Edison International positions in Q2 2020 and 62 closed out, a net change of +12 holders.
  • The largest Edison International buyer in Q2 2020 was Zimmer Partners, an estimated $440M added.
  • The largest Edison International seller in Q2 2020 was T. Rowe Price Associates, an estimated $447M sold.

Based on aggregated 13F filings for Q2 2020.