The cluster is dominated by asset managers doubling positions (Robeco, Assetmark) — a signal of conviction in the regulated utility's earnings stability and dividend yield. Monitor Q4 2026 earnings for California wildfire liability updates and rate case outcomes, which would validate or undermine this thesis.
Executive Summary
A mixed institutional cluster in EIX shows 5 buyers accumulating $85.4M in net new positions (led by Assetmark and Robeco more than doubling holdings) against 4 sellers trimming a modest $3.7M. The buying is concentrated in asset managers, not passive/index funds, suggesting active conviction in Edison International's regulated utility thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $81.7M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assetmark | DOUBLED | +114.1% | $186.2M | $65.7M |
| Robeco Institutional Asset Management B.v. | DOUBLED | +116.5% | $52.9M | $19.1M |
| Ninety One Uk | DOUBLED | +165.8% | $1.0M | $484.0K |
| Farther Finance Advisors | ADD | +42.6% | $2.1M | $56.0K |
| Abn Amro Investment Solutions | ADD | +42.1% | $2.3M | $58.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Nisa Investment Advisors | TRIM | -38.9% | $3.1M | -$1.7M |
| Assenagon Asset Management | TRIM | -34.4% | $1.6M | -$821.0K |
| Hb Wealth Management | TRIM | -37.3% | $1.8M | -$991.0K |
| Td Waterhouse Canada | TRIM | -50.9% | $183.0K | -$113.0K |
Key Facts
- 5 buyers accumulated $85.4M net, led by Assetmark (DOUBLED to $186.2M) and Robeco (DOUBLED to $52.9M)
- 4 sellers trimmed a combined $3.7M, with Nisa Investment Advisors cutting the most (-$1.7M)
- All tracked institutions are asset managers; no passive/index funds dominate the cluster
- Net buying of $81.7M (buyers $85.4M minus sellers $3.7M) is directionally positive but modest relative to EIX's ~$30B market cap
Financial Impact
5 institutions accumulated $85.4M in new EIX positions while 4 reduced holdings by $3.7M, for net institutional buying of $81.7M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- California wildfire liability remains an overhang for Edison International, not captured in stale 13F data
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-EIX-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $57.35 | awaiting T+20 | awaiting T+20 | No price |
Aug 27, 2026 8w ago | Institutional Cluster | $73.68 $52.54 | ▼ −28.69% | ▼ −28.18% | No price |
May 28, 2026 21w ago | Court Ruling | $68.00 $73.37 | ▼ −7.89% | ▼ −9.69% | No price |
Apr 23, 2026 26w ago | 8-K | $68.85 $70.32 | ▲ +2.14% | ▼ −1.88% | No price |
US Market Status
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