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Edison International

762 hedge funds and large institutions have $21.4B invested in Edison International in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 292 increasing their positions, 245 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $61.5M | Put options by funds: $36.9M

32% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 60

19% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 245

1% more funds holding

Funds holding: 755762 (+7)

1.16% less ownership

Funds ownership: 89.28%88.12% (-1.2%)

10% less capital invested

Capital invested by funds: $23.7B → $21.4B (-$2.29B)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
762
Holders Change
+7
Holders Change %
+0.93%
% of All Funds
12.09%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
79
Increased
292
Reduced
245
Closed
60
Calls
$61.5M
Puts
$36.9M
Net Calls
+$24.5M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.98B -$18.1M -259,350 -0.5%
BlackRock
2
BlackRock
New York
$2.34B -$6.4M -91,814 -0.2%
State Street
3
State Street
Massachusetts
$1.77B -$64.5M -926,151 -3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.03B -$170M -2,439,338 -13%
Capital International Investors
5
Capital International Investors
California
$859M -$118M -1,695,182 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$850M -$30.2M -433,259 -3%
Pzena Investment Management
7
Pzena Investment Management
New York
$843M +$13.7M +197,259 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$623M +$22.1M +317,297 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$522M +$11.1M +159,441 +2%
Franklin Resources
10
Franklin Resources
California
$508M -$48M -689,074 -8%
ClearBridge Investments
11
ClearBridge Investments
New York
$432M +$38.9M +558,351 +9%
Macquarie Group
12
Macquarie Group
Australia
$399M -$25.1M -360,537 -5%
Legal & General Group
13
Legal & General Group
United Kingdom
$354M +$7.53M +108,138 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$338M -$1.04M -14,873 -0.3%
AIP
15
Atlas Infrastructure Partners
United Kingdom
$338M +$6.66M +95,551 +2%
Morgan Stanley
16
Morgan Stanley
New York
$334M -$5M -71,709 -1%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$320M -$8.41M -120,652 -2%
Northern Trust
18
Northern Trust
Illinois
$280M +$11.5M +165,734 +4%
Deutsche Bank
19
Deutsche Bank
Germany
$273M +$218M +3,132,877 +266%
Invesco
20
Invesco
Georgia
$239M -$9.79M -140,453 -4%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$238M -$54.5M -782,285 -17%
UBS AM
22
UBS AM
Illinois
$226M +$16.7M +240,349 +7%
American Century Companies
23
American Century Companies
Missouri
$207M -$127M -1,821,284 -36%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$184M -$274K -3,931 -0.1%
Amundi
25
Amundi
France
$181M +$22.8M +326,767 +13%

EIX Hedge Fund Activity: Q3 2023 in Review

762 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q3 2023, worth a combined $21.4B — down 9.6% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new EIX positions and 60 closed out — a net gain of 19 holders — while 292 added to existing stakes and 245 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $218M. The largest seller was Capital Research Global Investors, cutting an estimated $170M.

  • 762 institutional investors held Edison International (EIX) as of Q3 2023, up from 755 in Q2 2023.
  • Funds reported $21.4B of Edison International stock for Q3 2023, down 9.6% quarter-over-quarter.
  • 79 funds opened new Edison International positions in Q3 2023 and 60 closed out, a net change of +19 holders.
  • The largest Edison International buyer in Q3 2023 was Deutsche Bank, an estimated $218M added.
  • The largest Edison International seller in Q3 2023 was Capital Research Global Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2023.