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Edison International

786 hedge funds and large institutions have $24.7B invested in Edison International in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 265 increasing their positions, 297 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 71

31% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $42.2M

15% more capital invested

Capital invested by funds: $21.4B → $24.7B (+$3.31B)

3% more funds holding

Funds holding: 762786 (+24)

2.05% more ownership

Funds ownership: 88.12%90.17% (+2.1%)

11% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 297

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
786
Holders Change
+24
Holders Change %
+3.15%
% of All Funds
11.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
106
Increased
265
Reduced
297
Closed
71
Calls
$55.2M
Puts
$42.2M
Net Calls
+$13M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.34B -$18.5M -280,980 -0.6%
BlackRock
2
BlackRock
New York
$2.63B -$17.5M -266,484 -0.7%
State Street
3
State Street
Massachusetts
$2.04B +$36.4M +553,584 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.43B +$245M +3,734,550 +23%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.13B +$157M +2,384,435 +18%
Pzena Investment Management
6
Pzena Investment Management
New York
$951M -$1.13M -17,266 -0.1%
Capital International Investors
7
Capital International Investors
California
$894M -$70.4M -1,071,490 -8%
Morgan Stanley
8
Morgan Stanley
New York
$817M +$404M +6,150,621 +116%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$735M +$28.5M +433,845 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$603M +$12M +182,789 +2%
Franklin Resources
11
Franklin Resources
California
$501M -$67.4M -1,025,116 -13%
ClearBridge Investments
12
ClearBridge Investments
New York
$470M -$16.7M -254,688 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$407M +$22.8M +347,243 +6%
Deutsche Bank
14
Deutsche Bank
Germany
$404M +$87.9M +1,337,778 +31%
AIP
15
Atlas Infrastructure Partners
United Kingdom
$390M +$8.04M +122,355 +2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$376M +$13.3M +202,541 +4%
Legal & General Group
17
Legal & General Group
United Kingdom
$355M -$40.9M -623,135 -11%
Northern Trust
18
Northern Trust
Illinois
$302M -$13.5M -205,103 -5%
UBS AM
19
UBS AM
Illinois
$290M +$31.2M +474,974 +13%
Invesco
20
Invesco
Georgia
$265M -$4.98M -75,815 -2%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$255M -$11.6M -177,272 -5%
American Century Companies
22
American Century Companies
Missouri
$239M +$4.86M +74,034 +2%
Norges Bank
23
Norges Bank
Norway
$210M +$12M +182,058 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$200M -$6.94M -105,635 -4%
Amundi
25
Amundi
France
$194M -$7.66M -116,640 -4%

EIX Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Edison International (EIX) for Q4 2023, worth a combined $24.7B — up 15% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EIX positions and 71 closed out — a net gain of 35 holders — while 265 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $404M. The largest seller was Macquarie Group, cutting an estimated $379M.

  • 786 institutional investors held Edison International (EIX) as of Q4 2023, up from 762 in Q3 2023.
  • Funds reported $24.7B of Edison International stock for Q4 2023, up 15% quarter-over-quarter.
  • 106 funds opened new Edison International positions in Q4 2023 and 71 closed out, a net change of +35 holders.
  • The largest Edison International buyer in Q4 2023 was Morgan Stanley, an estimated $404M added.
  • The largest Edison International seller in Q4 2023 was Macquarie Group, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2023.