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Edison International

684 hedge funds and large institutions have $23B invested in Edison International in 2021 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 240 increasing their positions, 201 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 63

25% more capital invested

Capital invested by funds: $18.3B → $23B (+$4.65B)

19% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 201

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 629684 (+55)

1.67% more ownership

Funds ownership: 87.34%89.01% (+1.7%)

38% less call options, than puts

Call options by funds: $33.3M | Put options by funds: $53.7M

Holders
684
Holders Change
+55
Holders Change %
+8.74%
% of All Funds
10.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
129
Increased
240
Reduced
201
Closed
63
Calls
$33.3M
Puts
$53.7M
Net Calls
-$20.4M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B +$13.4M +211,846 +0.5%
BlackRock
2
BlackRock
New York
$2.43B -$143M -2,249,257 -6%
State Street
3
State Street
Massachusetts
$1.8B -$10.5M -165,787 -0.6%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.47B +$303M +4,777,038 +28%
Franklin Resources
5
Franklin Resources
California
$1.19B -$6.1M -96,194 -0.6%
Pzena Investment Management
6
Pzena Investment Management
New York
$1.02B +$12M +188,761 +1%
Capital International Investors
7
Capital International Investors
California
$854M +$621M +9,800,598 +360%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$751M -$134M -2,117,058 -16%
Deutsche Bank
9
Deutsche Bank
Germany
$654M +$43.9M +691,686 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$643M +$212M +3,349,315 +55%
Macquarie Group
11
Macquarie Group
Australia
$585M -$63.4M -1,000,345 -10%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$476M +$2.55M +40,265 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$466M +$12.9M +203,745 +3%
ClearBridge Investments
14
ClearBridge Investments
New York
$428M +$589K +9,287 +0.1%
American Century Companies
15
American Century Companies
Missouri
$322M -$13.7M -216,221 -4%
Legal & General Group
16
Legal & General Group
United Kingdom
$287M +$414K +6,528 +0.2%
Invesco
17
Invesco
Georgia
$286M -$8.24M -129,961 -3%
Northern Trust
18
Northern Trust
Illinois
$280M -$4.26M -67,265 -2%
Norges Bank
19
Norges Bank
Norway
$265M -$6.21M -97,987 -2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$262M +$1.43M +22,517 +0.6%
PAMS
21
Pictet Asset Management (Switzerland)
Switzerland
$239M -$13M -204,603 -6%
Boston Partners
22
Boston Partners
Massachusetts
$225M -$1.67M -26,410 -0.8%
AIP
23
Atlas Infrastructure Partners
United Kingdom
$211M +$196M +3,092,853 New
Morgan Stanley
24
Morgan Stanley
New York
$204M +$23.3M +367,195 +14%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$196M -$3.1M -48,919 -2%

EIX Hedge Fund Activity: Q4 2021 in Review

684 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2021, worth a combined $23B — up 25% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new EIX positions and 63 closed out — a net gain of 66 holders — while 240 added to existing stakes and 201 trimmed.

The largest buyer was Capital International Investors, adding an estimated $621M. The largest seller was Zimmer Partners, cutting an estimated $192M.

  • 684 institutional investors held Edison International (EIX) as of Q4 2021, up from 629 in Q3 2021.
  • Funds reported $23B of Edison International stock for Q4 2021, up 25% quarter-over-quarter.
  • 129 funds opened new Edison International positions in Q4 2021 and 63 closed out, a net change of +66 holders.
  • The largest Edison International buyer in Q4 2021 was Capital International Investors, an estimated $621M added.
  • The largest Edison International seller in Q4 2021 was Zimmer Partners, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2021.