Holders over time
- EIX
- D
| Quarter | EIX | D |
|---|---|---|
| Q3 2020 | 12 holders, $2.4bn | 20 holders, $8.7bn |
| Q4 2020 | 12 holders, $3.0bn | 28 holders, $7.2bn |
| Q1 2021 | 11 holders, $2.4bn | 26 holders, $7.4bn |
| Q2 2021 | 11 holders, $2.8bn | 21 holders, $7.5bn |
| Q3 2021 | 11 holders, $2.7bn | 16 holders, $7.2bn |
| Q4 2021 | 9 holders, $3.3bn | 18 holders, $8.2bn |
| Q1 2022 | 10 holders, $3.2bn | 19 holders, $9.3bn |
| Q2 2022 | 10 holders, $2.9bn | 20 holders, $9.3bn |
| Q3 2022 | 9 holders, $2.7bn | 17 holders, $7.5bn |
| Q4 2022 | 8 holders, $3.1bn | 24 holders, $6.3bn |
| Q1 2023 | 12 holders, $3.8bn | 19 holders, $6.1bn |
| Q2 2023 | 10 holders, $3.6bn | 12 holders, $5.7bn |
| Q3 2023 | 10 holders, $3.2bn | 12 holders, $5.4bn |
| Q4 2023 | 10 holders, $4.0bn | 15 holders, $6.4bn |
| Q1 2024 | 10 holders, $4.2bn | 10 holders, $6.5bn |
| Q2 2024 | 12 holders, $4.3bn | 9 holders, $6.2bn |
| Q3 2024 | 13 holders, $5.3bn | 14 holders, $7.4bn |
| Q4 2024 | 11 holders, $4.8bn | 13 holders, $6.5bn |
| Q1 2025 | 20 holders, $3.0bn | 16 holders, $7.0bn |
| Q2 2025 | 17 holders, $2.1bn | 10 holders, $8.8bn |
| Q3 2025 | 17 holders, $1.9bn | 8 holders, $9.8bn |
| Q4 2025 | 16 holders, $2.3bn | 12 holders, $10.5bn |
| Q1 2026 | 11 holders, $2.6bn | 11 holders, $10.4bn |
| Q2 2026 | 10 holders, $2.7bn | 13 holders, $12.4bn |
Edison Intl
- Holders
- 16
- Reported value
- $2.3bn
- Buyers
- 17
- Sellers
- 22
Breadth -5 among 92 comparable managers.
Dominion Res Inc Va New
- Holders
- 12
- Reported value
- $10.5bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 92 comparable managers.
Who holds both, Q4 2025
Only EIX (13)
AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Man Group PLC, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.